The uncertainty and wringing of hands is over: last Thursday First Wealth were crowned winners of the Money Marketing Small Adviser of the Year award.
This is a national award, open to businesses with five or less advisers.
The Money Marketing Awards, arguably the most prestigious in the industry, signify true excellence in Financial Services. We are absolutely thrilled to have won the gold just one year after obtaining the bronze in the same category.
It is in part thanks to the overwhelmingly positive client feedback we receive through LinkedIn, emails, letters and VouchedFor that prove we are doing the right thing for our clients, so thank you! Your feedback and this award are a testament to our innovative, hands-on approach to financial planning and wealth management.
We are already working on new ways to further improve our client proposition, along with hopefully winning the gold for a second year running!
If you have family, friends or colleagues who you think would benefit for our fresh approach to financial planning, please get in touch and we will be delighted to speak to them.
Thanks again for your support!
The details contained in the article is for information only and does not constitute advice.
Anyone considering any form of financial planning should seek independent financial advice.
First Wealth LLP is an appointed representative of Best Practice, which is authorised and regulated by the Financial Conduct Authority (FCA). You should note that the FCA does not regulate tax advice.
This document is marketing material for a retail audience and does not constitute advice or recommendations. Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested.