Right from the start, we embraced a fee-charging business model and eschewed commissions long before it became a regulatory requirement.
We were amongst the earliest firms to achieve corporate Chartered status (awarded to fewer than 1 in 5 firms in the country).
We launched our very own VisionWealth investment platform and adopted risk-rated model portfolios backed by the in-house expertise of our investment committee.
We embraced cash-flow modelling – which helps clients to map out their financial futures – across our services as standard.
Developed one of the first electronic advisory portfolio delivery systems in the UK, enabling clients to update and accept our recommendations to their portfolios efficiently.
We beat 100s of firms nationally to make the shortlist for two prestigious awards at the Professional Adviser Awards 2018 (‘Best Client Engagement” and “Best Adviser Website”) – receiving a special commendation for our client-friendly website.