November 15, 2023 News No Comments

We are delighted to announce that we have made the 2023 New Model Adviser Top 100 list for the 12th year in a row! There is only one other company (in addition to Eldon) to feature every year since the inception of Citywire’s accolade.

Citywire’s New Model Adviser® magazine provides news on personal and business development and insights into the financial services industry. The assessment process for their Top 100 list includes a range of criteria such as professional qualifications, investment philosophy, staff training, fees, service offering, community engagement, and client education. The award recognises outstanding achievements and prominent leaders in the UK financial planning profession.

Congratulations to the Eldon team and thank you to our clients – we couldn’t have achieved it without you!

Written by Eldon