{"id":6334,"date":"2018-10-24T15:00:30","date_gmt":"2018-10-24T14:00:30","guid":{"rendered":"https:\/\/www.boosst.financial\/insights\/?p=6334"},"modified":"2018-10-30T14:44:29","modified_gmt":"2018-10-30T14:44:29","slug":"top-100-financial-planning-firm-2018","status":"publish","type":"post","link":"https:\/\/www.boosst.financial\/insights\/top-100-financial-planning-firm-2018\/","title":{"rendered":"It’s official! We’re a ‘Top 100’ Financial Planning Firm!"},"content":{"rendered":"

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It’s official! We’re (already) a ‘Top 100’ Financial Planning Firm! \ud83e\udd42\ud83c\udfc6\ud83c\udf89<\/span><\/h2>\n

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We’re delighted to announce that we have been recognised by the Financial Planning industry press as a ‘Top 100’ Firm.<\/p>\n

Citywire’s ‘New Model Adviser Top 100’ is our professions annual shortlist, designed to benchmark the very best businesses in the UK against each other.<\/p>\n

Although the shortlisted Top 100 aren’t given rankings, the list aims to highlight\u00a0the very best independent, fee-based Financial Planning firms in the UK.<\/p>\n

To feature on the shortlist evidences our belief that we have constructed a very special Financial Planning business which will serve our wonderful clients for many happy years to come.\u00a0We are hugely proud to have built a business which has been recognised on the Top 100 list, just 8 weeks after we launched.<\/p>\n

The Citywire panel assesses firms across the country each year, with particular themes for the 2018 assessment including;<\/p>\n

“A clear strategy for growing the business; demonstrable succession planning; evidence of conversations about clients\u2019 ethical investment preferences; a contribution to the profession through sharing best practice and holding roles with professional bodies; a commitment to client education; and a high level of qualifications among staff.”<\/em><\/p>\n

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It’s official! We’re (already) a ‘Top 100’ Financial Planning Firm! \ud83e\udd42\ud83c\udfc6\ud83c\udf89   We’re delighted to announce that we have been recognised by the Financial Planning industry press as a ‘Top…<\/p>\n","protected":false},"author":2,"featured_media":6336,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[33,35],"tags":[39,38,37,40,36],"class_list":["post-6334","post","type-post","status-publish","format-standard","has-post-thumbnail","category-boosst-in-the-media","category-embracing-excellence","tag-financial-planning","tag-new-model-adviser","tag-nma-top-100","tag-the-full-boosst","tag-top-100"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t