Wren Sterling has been named in FT Adviser’s Top 100 IFAs List this year, the fifth year in a row of Wren Sterling being named in the Top 100 IFAs in the UK since 2018.
The Top 100 Financial Advisers list published by FT Adviser includes some of the best and fastest-growing advice firms in the UK and is created based on Financial Clarity data from ISS Market Intelligence.
Every year, FTAdviser adjusts its measurements to ensure that the correct mix of large and small enterprises is represented. The companies are picked using a variety of criteria rather than just profits or assets under management and it included a 10-stage application process measuring everything from financial performance to complaints, to volunteering in the community.
Each company is then given a score based on six distinct variables, such as their retention rate or the number of years they have been in operation.
Further details on FT Adviser’s website here
Nick Moules, Wren Sterling’s Head of Marketing added: “Making FT Adviser’s Top 100 for five consecutive years is a fine achievement. There are roughly 5,500 firms in the UK, so there’s good competition for the accolade.
“Our presence in the list ought to reassure clients that they’re dealing with a leading UK IFA, while for other advice professionals looking for a good career move, we can demonstrate proven pedigree. Our business is growing healthily year on year, underpinned by high client retention figures, widespread demand for financial advice services and a finely tuned acquisition model.”