Fantastic Four in Top 100

The Citywire New Model Adviser Top 100 has been announced and we’re delighted to see four of our adviser partners are featured:

  • Ashlea Financial Planning
  • Efficient Portfolio Wealth Management
  • Jane Smith Financial Planning
  • The Investment Coach

Congratulations to all!

The list is compiled by assessing survey responses from adviser firms using a point-scoring system, approved by AKG Ratings. The criteria include: evidence of well-qualified staff; robust investment propositions; carefully segmented client bases; good use of technology; willingness to share best practice; client education; recruitment and contribution to professional standards.

A weighting system is used to make sure the largest and smallest firms were compared fairly.

A big boost for the team at PortfolioMetrix is the name-checking we got in their write ups. Investment management is a core area for all the firms and it is heartening to see that partnering with us adds value – and importantly, is valued – by these acclaimed advisers.

Two minutes

Explaining what we do to new firms is what I do every day. Having a quick ‘elevator pitch’ is something all busy advisers want to hear so we’ve been working on a way to deliver that in a digital, visual format.

The result is a two-minute video that we’ve just launched. It communicates the essence of what we provide to our adviser partners in a concise and simple format.

If you can spare two minutes please take a look and let me know what you think at If it whets your appetite for more information even better – I’d love to hear from you.