Lovewell Blake Financial Planning, which operates out of offices in Norfolk, Suffolk and Cambridgeshire, was included in the FT Top 100 Financial Advisers List by the leading national financial newspaper in the list of what it calls ‘a snapshot of some of the very best intermediaries working in the UK today’.
The publication looked at a range of factors when compiling the list, from firms’ growth rates, experience, how it manages assets, advisers’ qualifications, and retention of investors’ funds. It also focused heavily on client care.
The publication said, “We have considered a range of factors because the quality of a business isn’t reflected just by how much new funds it is bringing in.”
Robin Carnaby, director at Lovewell Blake Financial Planning, said, “The FT table differs from others based purely on size, because it ranks firms by looking at other factors which are key to investors seeking the best firm to assist them with their finances.
“It is particularly pleasing to be ranked in the top 100 nationally on these criteria for the second year in a row. It is a powerful endorsement of our approach of taking the time to understand clients’ needs and aspirations before proposing a plan that will help them meet, or exceed them.”
Lovewell Blake Financial Planning Limited offers independent financial planning advice to both individuals and business owners in Norfolk, Suffolk and Cambridgeshire.