New Model Adviser UK top 100 for 2020

We are proud to have been named in the prestigious New Model Adviser UK top 100 independent financial advice firms for 2020. The award recognises businesses with well-qualified staff, robust investment propositions, carefully segmented client bases, good use of technology, willingness to share best practice, client education, recruitment and contribution to professional standards.

 

 

 

Principles of Responsible Investment

We work with investment managers who are signatories to the United Nations Principles for Responsible Investment (PRI). Signing the internationally-recognised PRI demonstrates demonstrate commitment to responsible investment, and places them at the heart of a global community seeking to build a more sustainable financial system. Working with partners who are signatories of PRI ensures a commitment to including environmental, social and governance (ESG) factors in investment decision making and ownership.

 

 

SIFA

Conflict-free financial advice for solicitors' clients. SIFA's close connection with the legal profession and the Law Society ensures they provide a directory of truly independent Financial Advisers. 

The Law Society has warned that "solicitors could get tangled up in mis-selling scandals if they advise clients to use financial advisers who may benefit from selling particular products". The firms listed in the SIFA Directory are free from the influence of third parties and specialise in professional connections.

 

 

Smart Accountancy

Smart Accountancy is a Worcester based organisation working with individuals to owner managers of large Limited Companies. We have found their strength in providing accurate, professional and cost-effective advice on a timely basis extremely helpful to our clients.