The Citywire NMA Conference & Awards 2023

Towards the end of last year Citywire New Model Adviser recognised Connor Broadley in its list of Top 100 financial planning firms for 2022.

Further to that recognition, we’re now also delighted to be shortlisted by Citywire for the Greater London Regional Award at their annual NMA Conference & Awards 2023.

The regional shortlists are drawn from the Top 100 firms and judging is carried out by independent research company AKG.

Citywire summary for our inclusion in their Top 100 list:

Connor Broadley and CEO James Connor believe commitment to client care is more important than ever.

Core to this is a high level of personal service, with advisers encouraged to work closely with clients to meet and deliver advice. To help free up the team’s time for these meetings, the firm is embracing technology.

It has automated some of its processes through Microsoft SQL Server, which significantly speeds up the process of offering advice by automatically producing all monthly client presentations. Connor Broadley has also developed an app that provides clients with access to their accounts throughout the day, and soundproofed certain workspaces in the office to accommodate the increase in video calls post-pandemic.

After a three-year hiatus, the firm relaunched its summer work experience programme for 16-to-18-year-olds. Initially planned to run only in July, the firm hosted a second programme in August due to high demand.