We are delighted to have been selected for the Top 100 in the Citywire New Model Adviser Top 100 Adviser Firms 2018 – for a third year running!
This is a fantastic achievement and recognition of the hard work every single staff member puts in on a daily basis.
The criteria change’s each year and we can quote the following for New Model Advisor’s focus for the 2018 award.
“In the past New Model Adviser® has firmly backed reforms such as charging fees and gaining qualifications, and promoted the financial planning movement. We have championed small businesses.
This year the things we looked for included: a clear strategy for growing the business; demonstrable succession planning; evidence of conversations about clients’ ethical investment preferences; a contribution to the profession through sharing best practice and holding roles with professional bodies; a commitment to client education; and a high level of qualifications among staff.
These are all examples of what we regard as ‘new model’ attributes in a post-retail distribution review world. They are what we editorially think is important at this moment in time. I would like to thank everyone who submitted their answer to our question: ‘what was your best financial planning case?’ It was instructive to see the great outcomes firms have been achieving for clients over the year, some of which are mentioned in this publication, and we plan to share more of those details in the coming weeks in New Model Adviser®.”