The FTAdviser rankings recognise the Top 100 advisers based on a variety of factors, rather than just sales. The rankings also take into account the experience of the firm, its growth rate, how well-qualified its advisers are and its ability to retain advisers over the years. Client investment is also considered; at the end of June 2019 our assets under management stood at £810m.
Our progress this year reflects our ongoing commitment to deliver high quality advice in a transparent way with the utmost integrity. The combination of our long heritage and highly skilled team of advisers ensure that close client relationships are developed to allow us to properly understand what each individual needs and wants from their investment portfolio, and use that knowledge accordingly. We also pride ourselves on keeping clients updated with intelligent and timely information, in line with the latest data practices and legislation.
Furthermore we are developing in-house knowledge and expertise with a new trainee scheme and year-long internships to attract and develop the next generation of advisers.
We are extremely proud to have been recognised with such a significant placement in this year’s FTAdviser list. The ranking adds to our recent success at the International Adviser Best Practice awards, where our teams across the globe were recognised for their professionalism, excellence in client service and investment expertise with six accolades including Best Practice in both the UK and Singapore. More information about our awards success is available here.