We are so incredibly happy to announce that we have been recognised by Citywire as a ‘Top 100’ Firm for the third year in a row!
The published list highlighted our;
Growing and developing team, providing both new and existing clients with an outstanding client experience
Our Humans Vs Retirement Podcast hosted by Dan Haylett, sharing content all around the behavioural, emotional and financial side of retirement
Citywire, the judge and publisher of our professional shortlist for this accolade, dubs this the 'New Model Adviser Top 100,' highlighting the best of the best of independent, fee-based Financial Planning firms in the UK. The judges take a close look at various aspects of each business including our fees, investment solutions, team qualifications, client experience and feedback.
To be in this list again reminds us that we have such a very special business which is revolutionising financial planning, with a burst of energy and a dash of the extraordinary. Helping you craft bold lifestyle financial plans with passion, purpose, and a hint of rebellion...Transforming your retirement dreams into reality. Something we love to do for each and every one of our amazing clients and will continue to do for many years to come.