We made it into the NMA Top 100… Again!
We are delighted to announce that we have made it into the NMA Top 100 again this year!
The New Model Adviser (NMA) Top 100 recognises firms based on a number of different criteria. They then use a scoring system to assess which firms make it into the prestigious list.
The criteria used to assess the NMA Top 100 includes evidence of:
- Well qualified staff
- Robust investment propositions
- Carefully segmented client bases
- Good use of technology
- Willingness to share best practise
- Client education
- Contribution to professional standards
Quite a lengthy list – so hopefully you can see why we’re so delighted to share the news!
It’s also a good indicator for our clients as it shows that we strive for excellence across the board. Our focus is always on making sure clients have the best adviser experience possible. So NMA Top 100 status shows a little of what goes on behind the scenes to make that possible.
It really is testament to the hard work and dedication of a fantastic team, well done all.
As always, if you would like to discuss how financial advice might be helpful to you, please call us on 01243 767 469. Alternatively, please email us via our contact page and an adviser will get back to you!