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News & Insights | 8th November 2024
Awards
3 Min Read
We’re delighted to have been selected again for Citywire’s New Model Adviser list of Top 100 financial planning firms 2024, and to see that our continued commitment to delivering a strong personal service resonated with the judges. Below is the introduction from NMA and their summary of why we were selected.
It is my pleasure to introduce Citywire New Model Adviser’s Top 100 firms for 2024.
This was my first year judging the list and I was blown away by the quality of entries.
From bringing on fresh talent to helping communities and charities, there are some outstanding advice firms up and down the country. The consumer duty has prompted a step up from many financial planners and it was particularly pleasing to see so many firms come up with new client propositions and adopt new technology this year.
As my predecessor as editor, Charles Walmsley, pointed out previously, our list is not the be-all and end-all; some firms don’t apply, while others just missed out.
However, using metrics designed by AKG, we have looked at a snapshot of the value firms offer their clients to select 100 of the best firms in the country.
Whether these firms go above and beyond for their clients or to promote the profession, it is heart-warming to see there are still so many top-quality independent advice firms in the UK.
It has been a year of change for Connor Broadley. The firm has invested significantly in its data infrastructure, allowing it to automate processes and run advanced analytics. This will help it gain better management insights and pave the way for future AI integration. The ultimate aim is for advisers to focus more on their personalised service for clients and not get clogged up with paperwork.
To simplify the business strategy and respond to consumer duty, the firm closed its AIM proposition to focus on core areas and now uses external providers. This consumer duty work also involved hiring an external specialist who reviewed all client-facing documentation to ensure it was accessible.
The company, founded in 2007 by James Connor and Peter Broadley, is looking to future-proof itself as a certified carbon-neutral business. When it comes to investment, Connor Broadley has its own in-house discretionary service for clients, allowing it to keep control of where clients are invested.
