12th year named one of the UK’s top financial planners
We have been named as one of the 2021 thewealthnet Top Financial Planning Companies for the 12th consecutive year.
Thewealthnet is a leading website and news service for private client practitioners across the UK, including lawyers, accountants, trustees and financial advisers.
The ranking is based on data from a range of market sources and is an acknowledgement of a firm’s excellence in the industry and highlights the firms which are best equipped to provide financial planning advice to clients.
Stuart Phillips, CEO, commented:
“We are delighted to be included in the 2021 thewealthnet Top Financial Planning Companies list for an incredible 12th consecutive year. This truly reflects the hard work and commitment of the whole team and the consistency of the quality of work we aim to provide, particularly in what’s been a difficult year for everyone.”
Find out why we are a top financial planning company by booking a free consultation!