Recognising Excellence Award – Accredited Financial Planning FirmTM of the Year
Accredited Financial Planning FirmsTM represent the leaders in the UK financial planning profession, so this is a particularly prestigious title to win, proving the winner's credentials as one of the UK's top financial planning firms.
Accredited Financial Planning FirmsTM represent the leaders in the UK financial planning profession, so this is a particularly prestigious title to win, proving the winner's credentials as one of the UK's top financial planning firms.
Our annual award recognises the firm which has made the strongest impact on the financial planning profession over the preceding 12 months and is presented annually at our Financial Planning Conference.
Firms are assessed by a panel of judges on their contribution to the profession as well as on business performance. As well a trophy, the winning firm receives considerable kudos and increased recognition across the profession.
Recognising Excellence - Accredited Financial Planning FirmTM of the Year in 2019: Berry & Oak
Highly commended: Citywide Financial Partners