We are delighted to announce that Finura have been chosen as a New Model Adviser Top 100 firm.
The NMA Top 100 celebrates the best of the professional financial planning community and recognises advice firms across the UK who are leading the way in the industry and providing exceptional Client service, even in these more testing times.
Firms of all sizes could enter and our responses were assessed using a point-scoring system, approved by AKG. They looked for evidence of 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 to name just a few factors.
Nathan Mead-Wellings, Director at Finura, said:
“Proper financial planning is rarely about investing in isolation; it is about understanding goals and values, current behaviours, biases and empowering people to see how small decisions taken today can make such a positive impact to your life tomorrow.”
You can view our listing and those of the other 99 chosen firms here.
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