New Model Adviser Top 100 Financial Planning Firms 2018
We are delighted to announce for the second year in a row that we have been named a Top 100 Financial Planning Firm 2018 by New Model Adviser.
In creating the Top 100 list, NMA analysed business data such as assets under advice, turnover and adviser numbers. However, their selection criteria is powered by many other factors, such as how clients are treated, staff development and how dynamic and progressive the business is.
This year NMA applied specific focus on: a clear strategy for growing our business; demonstrable succession planning; evidence of conversations about our clients’ investment preferences; a contribution to our profession through sharing best practice; a commitment to client education; and a high level of qualifications among staff.
NMA uses independent external support, using AKG Consultants to verify their process for deciding who makes the list.
Despite significant differences in location, size and proposition, all the firms featured in the Top 100 are at the top of their game. Magenta has worked hard to maintain and claim this accolade for the second year and to sit alongside the best of the best in our profession.
We would like to extend a big THANK YOU to all our clients, professional connections and providers – all who contribute to Magenta’s success!
All the team at Magenta believe that our job is to provide friendly, empathetic and straightforward financial planning for all our clients – with a dose of happiness and fun. This is at the heart of everything we do.