Yes, you heard us right! Last night at the first virtual Money Marketing Awards ceremony, the most prestigious of our industry awards, we won Advice Firm of the Year 2020.
Completely blown away at the time, we’re not quite sure it has fully sunk in yet. Presenting the award, judge Keith Richards (no, not of Rolling Stone fame) said that the judges’ decision was unanimous. We were a well-rounded firm demonstrating solid development in key areas (conduct risk, culture, diversity & inclusion and staff development), and had a clear and transparent proposition. They said it was evident that client centricity and a meaningful sense of social responsibility was at the heart of everything we do.
We are always very proud to be nominated or to make the finalist shortlist, as the recognition from the industry cements our belief in what we are doing and what we are trying to achieve – to go above and beyond in providing a first-class financial planning service to our valued clients. However, winning this accolade, against stiff competition feels better than we could ever have imagined. Thank you for being part of it all.