We are delighted to have been ranked #5 by FTAdviser in this year’s Top 100 Financial Advisers list. Being placed in such a high position in this well-respected list is an honour, and testament to the strength of our team who deliver excellence across all areas of our advice and service.
This year the list was compiled with an additional measure; whether companies were chartered by the CII or accredited by the CISI. The team at FTAdviser were keen to incorporate these standards, which they feel help highlight firms focused on improving professional standards and nurturing client trust. We have held our CII Chartered status since 2013, one of the first financial planning firms to do so.
The FTAdviser rankings recognise the Top 100 advisers based on a range of factors. This year, as well as chartered or accredited status, FTAdviser analysed the growth rate, Assets Under Management and asset retention, as well as the number of years’ experience each business has managing assets in various environments. Other important factors included how long firms have been in existence, and how long clients choose to stay with the company.
“Our ranking this year reflects our commitment to our purpose and values. Our professional and highly qualified international teams work hard to help people achieve financial freedom. And as a global company, we understand we can offer our clients a unique perspective, and that we want to do well by doing good. We are keen to measure our success, not only through our core purpose as a business, but also by how we positively impact society and the planet.” David Pugh, CEO-elect
We’re very proud to have been recognised with such an important ranking in this year’s list. The Top 100 rankings were announced in London on 12 November 2021, and the list is available here.
An overview of our awards success over the years is available here.