We’re thrilled to announce that we’ve been named one of New Model Adviser’s top 100 firms for 2018. It’s a mark of our commitment to providing clients with advice that suits them, positioning us as one of the leader’s in the financial planning sector.
The New Model Adviser awards have been running for seven years and champions firms that have taken steps to excel over the last 12 months to create long term success and a positive culture. Among the key elements that were considered this year were:
- Demonstrable succession planning
- Evidence of discussing clients’ ethical investment preferences
- Contributing to the industry through sharing best practice
- A commitment to client education
- High level of qualifications among staff
While all these factors are important to us at Sovereign there are a few in particular that we’ve taken significant strides towards in the last year.
Firstly, we achieved corporate Chartered status. It’s the ‘gold standard’ for financial planning and helps give you confidence in the advice you receive. We’re independent too, so we can offer bespoke recommendations from the entire market.
Secondly, we developed an ethical investment proposition for our clients that want to consider the wider influences their money has. It’s giving our clients more control over how they invest and the businesses they back.
Finally, we’ve been working to create fresh new content that helps you stay informed and learn more about financial planning. Be sure to keep an eye on our blog for the latest posts and sign up for our newsletter.
Director & Financial Planner James Marchant said: “We are absolutely delighted to have once again been named as one of NMAs top 100 firms. It is testament to the hard work that all the team at Sovereign have put in over the last 12 months, we are really pleased with this award.”
2018 has been a busy year filled with change to help us provide a better service for each of our clients. The New Model Adviser award tops it off and sets the tone for the next 12 months.