We are proud to announce CFM’s inclusion in the Citywire New Model Adviser (NMA) Top 100.
This award celebrates the best of the professional financial planning community and recognises firms based on a number of different criteria. Citywire then use a scoring system to assess which firms make it into the prestigious list.
The criteria used to assess the NMA Top 100 includes evidence of:
- Well qualified staff
- Robust investment propositions
- Good use of technology
- Willingness to share best practice
- Client education
- Contribution to professional standards
Being in the Top 100 is something that we are proud to share with you and reinforces that despite these difficult times, we strive to maintain stability and continuity for our clients, both in terms of portfolio management and meeting their general financial planning needs.