New Model Adviser Top 100 Award

We are absolutely delighted to be able to share our news with you. For a sixth year running, we have been named a Top 100 firm on the New Model Adviser Top 100 Advice Firms’ list. Being one of 12 London-based advice firms to have made the list this year feels extra special. Well done to all the 2021 Top 100 companies.

This list acknowledges and celebrates the Top 100 firms in the financial planning community across the UK. The judges this year made specific mention of our pre-retirement planning service – developed for those wanting to know when they will reach their financial independence day (when they could stop working if they so desired), as well as our ESG portfolio. Sustainable investing is a hot topic at the moment (especially with COP26 in full swing), however, it’s very important to us and something we’ve been focusing on for a number of years now.

It is always wonderful to be recognised by our peers and industry professionals, and we are very pleased to have maintained this high standard, year on year.

Thank you for inspiring us to continue striving for the top!