Brett Investment shortlisted for the Citywire New Model Adviser® of the Year Awards 2011
After searching the country for the best financial planners, we are delighted to announce the nominees that have shown commitment to their profession and passion for advice in their region.
The judging never gets easier but the shortlisted firms stood out in areas such as client education, qualifications and business efficiency.
The New Model Adviser¨ Awards are designed to reward the best in financial planning across the UK. Financial advisers among the 6,000-strong readership of New Model Adviser¨ completed an in-depth survey and were judged on factors such as professional qualifications, the proportion of money they earn as recurring fee-based income, and the growth of this portion of their income.
Shortlisted firms were taken through an interview process looking in detail at these areas and additional factors, such as client education and communication, and the use of technology to run an efficient financial planning business. Awards are designed to reward the best in financial planning across the UK.
Brett Investment were nominated for the Scotland & Northern Ireland region.