The future of financial planning exists today in Shrewsbury...

By Nic Round / 2-minute read /

14.05.2018

Top financial adviser from Shrewsbury

For the last 3 years, we have been named as one of the top 25 financial planning firms in the country.

The accolade recognises the leading financial planning firms across the country. The award is based on the results of a survey of around 100 private financial planning companies that seeks to identify those with the best standards of advice and quality of client relationship.

Nic Round said: “To be named 3 years in a row is a real pleasure as one of the top 25 financial planning firms in the UK. The world of financial advice and planning is changing fast and we are at the forefront of that change. It means that we are able to deliver quality planning and advice. When we are approached for our services, people see a clear differentiation and fully appreciate that we work hard to deliver the best outcomes for clients. We are passionate about the holistic and lifestyle financial planning as well as wealth coaching.”

The Wealth Net is published by PAM insight, a leading provider of specialist news, analysis, and comparative data for the world of wealth management. PAM Insight said: “We wanted to identify not just the biggest advisory firms but also those who offered the best advice and were truly client focused. Everyone, including those who did not make the final list, can truly say they put the client first on the evidence we have seen.”

It’s time you had that conversation with us today…

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The Wealth Coach is a trading name of Murray Round Wealth Management Limited authorised and regulated by The Financial Conduct Authority

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. The Wealth Coach is a trading name of Murray Round Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority. Murray Round Wealth Management Limited is entered on the FCA register under reference 194133. Company number 04010289. Registered address 2 Claremont Bank, Shrewsbury, SY1 1RW Telephone: 01743 248018 or email hello@treowe.co. Please note that information on this site should not be viewed as a personal recommendation or solicitation to deal.