We have been included for the first time in an annual, UK-wide celebration of the ‘best of the best’ in the financial planning sector.
Belmayne has made it onto this year’s FT Adviser Top 50 Boutique Financial Advisers list, which shines a spotlight on service levels and value for money.
The survey is based on Financial Clarity data from ISS Market Intelligence and looks at metrics including length of time in business, whether firms hold chartered or accredited status and financial performance. This information is then used to build a picture of how they are trying to do the right thing by clients.
Our presence in the Top 50 Boutique rankings follows a period of rapid growth, which has seen our team expand through the recruitment of experienced and trainee planners. We are also investing heavily in technology and the working environment to increase efficiency and ensure our high standards of client care are not impacted by the expansion.
Martin Birch, our managing partner, said: “It is a pleasure to be recognised by our profession as a leading financial planning firm. It reflects the team’s hard work and our continued commitment to producing exceptional outcomes for clients. We have ambitious plans in place for the future and I’m confident our success will continue to gather momentum.”
The FT Adviser Top 100 Financial Advisers and Top 50 Boutique Financial Advisers list can be viewed in full here.
For more information about our wide range of financial planning services, contact us or telephone (01246) 298181.
