We’ve been named as one of the top 100 financial planning firms in the UK!

Every year, Citywire releases its New Model Adviser Top 100 list, which celebrates the best of the professional financial planning community. Well, the latest list was announced in December 2023 and we are thrilled to be included.

Because it’s directly related to the feedback that clients provide, we wanted to share and celebrate it with you. Knowing that your finances and wellbeing are in safe hands during these turbulent times makes all the difference, and we are proud to continue to give you that sense of comfort and stability.

What is the New Model Adviser Top 100 list?

The New Model Adviser Top 100 list is compiled using a rigorous points system that is designed to identify firms offering true value to clients. To be included, firms must demonstrate a wide range of exemplary practices, including robust investment propositions, willingness to share best practice, client education and a strong contribution to professional standards.

The feedback we received

As part of the feedback, The Citywire team highlighted the following accomplishments from our work this year:

  • Digitising the client onboarding and annual review process, including overhauling our website, client portal and creating a “Client Zone” to help educate and inform clients.
  • Making giant strides in our sustainability initiatives, including harnessing technology to switch to a paperless office, and increasing the use of video meetings upon request.
  • Taking onboard feedback from client surveys and introducing an online booking service so clients can easily arrange meetings with their adviser.
  • Improving our level of engagement with independent online review sites; on VouchedFor we have an average score of 4.9 out of 5.

Continuing to deliver outstanding service

However, as you know, our work is never done. Building upon our achievements in 2023, we are dedicated to persistently delivering bespoke financial planning and wealth management services tailored to fit your desired lifestyle.

We always want to be one step ahead, offering today what you will need tomorrow. As your needs evolve, our team will continue to invest in your future to ensure that expectations are not only met but exceeded.

A big thank you

To our clients, we want to say thank you for your support in 2023 – it’s your invaluable feedback that has played a pivotal role in our recognition on the New Model Adviser Top 100 list.

Finally, we are immensely grateful to the entire Hartley Ross team for their relentless commitment, consistently delivering support and reassurance to every client.

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