We are delighted to announce that Finura has once again been chosen as a New Model Adviser Top 100 firm for 2021.
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.
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:
“As a relatively young business, we were thrilled to make the NMA Top 100 once again. Since we founded the business in 2015, we have set out to redefine what Clients should expect from a modern Financial Planning and Wealth Management business. We believe Financial planning is much more than asset management and that it can and should make a positive impact on the lives of our Clients in other ways. For Finura, a financial plan should challenge our Clients to understand how they think and feel about money; to understand more about themselves to help them make better decisions; to connect their plans with their values and enhance their Lifestyle and wellbeing. The way we have grown, until recently only organically, in a short space of time and been recognised as a top 100 firm – mixing with some fantastic companies – is testament to the work we produce but also motivation to keep getting better. “
You can view our listing and those of the other 99 chosen firms here.
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