New Model Adviser® Top 100 2020

We are delighted to make the New Model Adviser® Top 100 list for 2020 - for a third year running!

New Model Adviser® Top 100 2020
Ermin Fosse

Ermin Fosse

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Industry publication, New Model Adviser®, compiles the New Model Adviser® Top 100 list each year which is an 'annual list of financial planning businesses we think are doing a great job for clients as well as staff and contributing to the profession as a whole'.

The extensive judging criteria is based on a point-scoring system, approved by AKG. They looked for evidence of 'well-qualified staff, robust investment propositions, carefully segmented client bases, good use of technology, willingness to share best practice, client education, recruitment and contribution to professional standards to name just a few factors'.

We are proud to be recognised on the list for a third successive year and look forward to an exciting 2021. 

To discuss your financial planning request a call back.