Finalist for Moneyfacts ‘Investment Adviser of the Year’ 2017

I am delighted to say that we have once again been short-listed for the prestigious Moneyfacts Investment Adviser of the Year award for 2017. We were last short-listed for the exact same award in 2015.

This is a national award and other firms on the short list include firms considerably larger than ours, like Hargreaves Lansdown and Tilneys. Please wish us luck in this David-versus-Goliath encounter. We will find out at a big award ceremony at the Royal Lancaster Hotel, London, on 21st September.