- Financial planning
- 2 minute read
We are delighted to have been named Best Wealth Planning Team at the WealthBriefing European Awards 2020.
The awards seek to showcase the 'best of breed' providers in the global private banking, wealth management and trusted advisor communities, by requiring entrants to focus on client experience in their submissions.
Our entry was assessed by a panel of expert and experienced judges, who were looking for organisations that 'demonstrated innovation and excellence during 2019', and that really make a difference to their clients. In their words, our “wealth planning team provides a comprehensive offering that extends to every element of its clients’ lives, doing so with a mixture of traditional service and technology enablement.”
To find out more about the awards, visit WealthBriefing online.
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If you’d like to find out more about how we could help give you clarity and clear direction for your financial future, get in touch.