It has been a busy 12 months and whilst we continue to enjoy the summer sun we wanted to shine a light on some of our proudest moments.
We kept up our winning streak and received the Best Financial Advisers To Work For and Professional Paraplanner Team Of The Year awards. We were also named in the New Model Adviser Top 100 list for the fourth year running and appeared in their ‘fastest growing’ top 10 for the second time!
Our numbers are equally as exciting; we are managing more client assets than ever before and have seen a 30% increase in our revenue.
Creaseys Wealth, our joint venture with Tunbridge Wells based Creaseys accountants, have also experienced significant growth including a 60% increase in client assets under management.
9 new people have joined our team over the past year bringing us to a total of 34. We’ve also restructured internally to play to our strengths and ensure we are as efficient and client focussed as possible.
We are very proud of our achievements over the past 12 months and look forward to seeing what the next year brings. One thing is for sure, we will continue to focus on our clients, challenge the traditional wealth management model and most certainly make life count!