Whitings Wealth Management is pleased to announce that once again in 2025 we have been recognised by Citywire New Model Adviser publication as one of the Top 100 adviser firms in the UK.
Jack Gilbert New Model Adviser said:
It is my pleasure to introduce Citywire New Model Adviser's Top 100 firms for 2025. Every year we have some quality businesses apply but this year the bar seemed much higher. From adviser qualifications to charity work, it was wonderful to see developments at a truly fantastic set of firms. Technology was a big theme in 2025, with so many advice firms improving their tech stack and many adopting AI. Our list is not the be-all and end-all; some firms don't apply, while others just missed out.
However, using metrics designed by AKG, we have looked at a snapshot of the value firms offer their clients to select 100 of the best firms in the country.
At Whitings our aim, as it has always been, is to help make your difficult financial decisions a little easier, through support and guidance. We believe this has never been more important given the political and budgetary challenges the country is currently facing, with what feels like constantly changing taxation rules.
If you would like to talk, please do not hesitate to get in touch and we would be delighted to help in anyway we can.
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