Award Judges’ Comments

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Business Strategy

Good processes and excellent staff engagement.

An impressive strategy is in place to power this firm forward.

Excellent customer focus throughout and very good alignment of business processes with corporate objectives.

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Client Service

This is a solid, professional all round approach to client service even though it lacks a bit in terms of innovation. They clearly know their clients, stay close to them and offer a highly professional service – just what best practice is all about.

Clear client focused material is provided for IFAs who join the network which enable them to deliver client centric outcomes that deliver tangible value.

Focused on clients with good technology and marketing.

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Best Adviser

A great business with fee based costs that compares favourably against commission focussed rivals.

Well thought through strategy which touches on all the important aspects of running an effective business.

A very strong entry. The coherent, integrated business development strategy addresses all of the key client requirements and regulatory issues.

A clear, credible and consistent growth profile, with a strongly defined investment proposition.

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