Best Wealth Manager Adviser 2018
The Money Marketing Awards judging panels are made up of well-known industry figures, selected to provide a professional and wide-ranging level of expertise to the judging process. We were absolutely delighted to have been crowned this year’s winner in the “Best Wealth Manager Adviser” category of the Money Marketing Awards 2018. These awards are the premier financial services awards that recognise and reward the industry's leading advisers and providers.
The first stage of the awards required us to submit a lengthy document covering our services, marketing, business structure and how we are dealing with regulatory change. Once the long list was whittled down, the finalists had to attend a 20 minute interview with the 7 judges.