Premier Wealth Planning ranked seventh in FTAdviser’s Top 100 Financial Advisers list
We’re thrilled to announce that Premier Wealth Planning (PWP) has ranked 7th in FTAdviser’s Top 100 Financial Advisers list.
FTAdviser’s Top 100 Financial Advisers list is based on Financial Clarity data from ISS Market Intelligence and analysed to showcase some of the best advice firms in the country.
The Financial Times looks at a variety of factors when collating this list, including Assets Under Management (AUM), gross inflows through the year, client retention, the number of chartered or certified financial planners and length of service.
We are delighted to be in the top 10 and it’s down to the hard work of everyone in the team. We aim to be disruptive in the market and we are always trying to uncover new and inventive ways of helping our client’s.
Head of Member Advice
Premier Wealth Planning have scored so highly by:
- Providing a high-quality service that clients see ongoing value in
- Maintaining a strong percentage of chartered financial planners
- Continuing to grow our own AUM, through bringing in new clients and increasing the assets we hold under management for existing clients
Congratulations to the Premier Wealth Planning team – a fantastic achievement.
For a detailed run down of how the list was calculated, and to see how other organisations ranked, click here.