D-PIMS Weekly Market Update - Week of 22nd to 28th July 2019
Today’s Monday Update: The main news last week centred around the Conservative leadership result:- Read more
D-PIMS Weekly Market Update - Week of 15th to 21st July 2019
Today’s Monday Update:There was not a great deal of economic news last week but a few events: Read more
Financial Times Adviser Awards
We are delighted to announce that we were awarded 31st place in the top 100 Financial advisers in the UK, at this year’s Financial Times Adviser Awards. This is an improvement of 7 places on last year, but more important than the simple ranking is the fact that the FT have changed their assessment process. Size mattered under the old ‘rules’, but now they include qualitative assessments based on retaining client money, experience and complaints. This has meant we have moved up the rankings whilst most of the large national firms, especially the Banks have fallen. Put simply, if you want to be properly looked after you need to deal with a firm like ours, one with enough size and resources to deliver a first class service but who does not forget that the needs of clients are the most important thing.We are very proud of this achievement and plan on improving our position next year. Read more