We are delighted to once again be listed in the New Model Adviser Top 100 list!

The list, compiled by the New Model Adviser publication, aims to showcase the best of the professional financial planning community. The list highlights companies that show ‘new model’ attributes including forward-thinking management, a growing business with sustainability and succession planning in place, a commitment to client education and a high level of qualifications. We are proud to be all of these things!

In addition, we are one of only five firms that have appeared in the list every year since inception. This demonstrates our long-term and ongoing commitment to building a service dedicated to giving our clients the best.