New Model Advisor Top 100 Financial Planning Firm 2018
We are delighted to announce for the fourth year in a row that we have been named a Top 100 Financial Planning Firm 2018 by New Model Adviser.
In creating the Top 100 list, NMA analysed business data such as assets under advice, turnover and adviser numbers. However their selection criteria is really powered by many other factors, such as how clients are treated, staff development and how forward-thinking our business is.
This year NMA applied specific focus on: a clear strategy for growing our business; demonstrable succession planning; evidence of conversations about our clients’ investment preferences; a contribution to our profession through sharing best practice; a commitment to client education; and a high level of qualifications among staff.
NMA uses independent external support, using AKG Consultants to verify their process for deciding who makes the list.
Despite differences in size, style and proposition, all the firms featured in the Top 100 are at the top of their game. Juno Wealth Management has worked hard to be in a position to claim this accolade 4 years in a row and to sit alongside the best of the best in our industry.
But, we could not have achieved any of this if it was not for our clients, professional connections and suppliers, so we owe you a big THANK YOU too!
The clear ambition for our business is to understand the hearts and minds of our clients and provide them with holistic financial planning that makes a difference.
Overall, when you choose to work with us, you can be assured that you’re making the right decision and can expect to receive an outstanding financial planning experience.