This week, Citywire released its annual New Model Adviser Top 100, recognising the very best firms in the UK financial planning community.
We’re delighted to announce that we’ve been named as one of the top 100 financial planning firms in the country.
This year, we have set ambitious goals to grow the business and continue delivering exceptional standards of service for all our clients as they progress through their personal journeys. Recognition by Citywire is a huge honour that showcases the commitment and dedication of the Aspire Partnership team.
The Top 100 list is compiled using a rigorous points system that is designed to identify firms offering true value to clients. To be included, firms must demonstrate a wide range of exemplary practices, including robust investment propositions, good use of technology, and a strong contribution to professional standards.
As an example, New Model Adviser pointed to our commitment that all our client-facing employees hold or are working towards a Chartered Insurance Institute diploma.
The Aspire Partnership was commended for:
- Our holistic approach to helping people with all aspects of their financial lives
- Delivering an exemplary employee experience
- Continually evolving to meet the changing industrial landscape and client needs by expanding our investment proposition to include Environmental, Social and Corporate Governance (ESG) and adopting greener practices such as reducing waste.
In addition, New Model Adviser highlighted that we are one of the top-rated firms on VouchedFor and that we won Professional Adviser’s 2023 Adviser Firm of the Year in the South West and Wales category.
We are immensely proud of this nationwide recognition which reflects our ongoing commitment to delivering high-quality financial planning for our clients.
We’d like to thank everyone at The Aspire Partnership for contributing to this fantastic achievement and all our loyal clients for their support.