FINANCIAL ADVICE CENTRE NEWS
Your Winter Newsletter 2021
We are winning recognition
Rewarded for the way we do business
We have been working very hard to lead by example in our industry and this approach was recognised and awarded in 2020.
We are pleased and proud to announce our business was selected by City Wire, New Model Adviser Top 100 for 2020/21. This accolade recognises top IFA firms across the country. This is a huge achievement for our business and we were the only business in Worcester and one of only three in the West Midlands to be identified. The award highlighted several of the charitable activities we have been involved with in the last 12 months and our fair-minded and ethical approach to business. Firms awarded are recognised for their 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 to name just a few factors.
The way we work with vulnerable clients
Following our UK Top 100 Advisers Award we were then even more pleased to have our approach to vulnerable clients receive special mention in a dedicated article that went out after the awards were announced. We don’t charge for this work because we think that’s the right thing to do. In this article they explored how the UK top 100 IFA firms work with their vulnerable clients. Read it here!
Asked to partner with local estate agents, Andrew Grant
After careful consultation and consideration Andrew Grant asked Financial Advice Centre Limited to act as the recommended mortgage advisers for their clients. Andrew Grant relaunched in June 2020 as a new approach to estate agency, introducing a more responsive and dynamic approach to home sales and purchase. They nominated Financial Advice Centre as a working partner in recognition of our 20 years of dedicated, local experience and pillars of commitment to clients. We are exceptionally proud and excited to work with Andrew Grant. Their commitment to evolution and putting client relationships at the heart of what they do ties in perfectly with our ethos.