New Model Adviser® state firms that have 'established a successful approach and positive culture over the long term have made regular appearances on this list'.
The judging criteria this year 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.
We will continually strive to provide an excellent and valuable service to our clients whilst remaining true to our corportate values.
Special praise is reserved for our hard-working and taleneted staff, without whom such recognition would not be possible. Here is the Top 100 list.