On the 11th January 2017 we won the Citywire South-West financial planner award for the eighth time. We were honoured, thrilled and delighted.
Financial Planners among the 6000 strong readership of New Model Adviser® completed an in-depth survey and were judged on factors such as professional qualification and client satisfaction. Over 220 short-listed firms were then taken through a further process, looking at areas such as client education, communication and the use of technology.
So what is it that the judges recognised?
Was it our ‘Professionalism, excellence and the art of clear communication’? Watch this short video which, we think, says it all. Then you can decide for yourself.