Whitings Wealth Management is pleased to announce that once again in 2024 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 2024.This was my first year judging the list and I was blown away by the quality of entries. From bringing on fresh talent to helping communities and charities, there are some outstanding advice firms up and down the country. The consumer duty has prompted a step up from many financial planners and it was particularly pleasing to see so many firms come up with new client propositions and adopt new technology this year. As my predecessor as editor, Charles Walmsley, pointed out previously, 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. This year two firms were effectively tied on judges' points, so for the first time ever we have 101 firms on our list. Whether these firms go above and beyond for their clients or to promote the profession, it is heart-warming to see there are still so many top-quality independent advice firms in the UK"
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 challenges the country and indeed world is currently facing.
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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