Having recently announced our nomination, we are very proud to now announce that we have been named the winners of the award for Best Financial Planning Firm in the South East by Citywire.
We were awarded this accolade for our outstanding service to clients, developing our client proposition with the evolution of WRAPS+, and our pro-bono Financial Planning workshops to help the community where possible. It is a fantastic achievement to be recognised, and one that shows the commitment of our entire team.