WE are a CityWire Top 100 firm for the second year running
We’re thrilled to announce that for the second year running, we’ve been named as one of CityWire’s Top 100 UK Firms!
This prestigious list showcases those leading the way within the financial planning industry and captures the value these firms add for their clients.
With factors such as positive client outcomes, well qualified staff, strong investment propositions, client education, and good use of technology all contributing to the selection of the top 100, the standards are high, and we couldn’t be prouder to be recognised amongst many other like-minded advice firms.
Paul Darley, Managing Director, commented “I am over the moon to see us part of the CityWire Top 100, not once, but twice! This is a fantastic achievement that wouldn’t be possible without the passion and ambition of all the team here at Wealth Experts, it’s great to see their hard work paying off.”
It’s the perfect culmination of an exciting 2023 for us, with our commitment to the Financial Vulnerability Charter back in May, our paraplanners enjoying multiple exam success throughout the year, and, most recently, the announcement of our brand-new office in Nantwich, after the acquisition of Lyon Griffiths.
With the rebrand of Lyon Griffiths Financial to Wealth Experts soon to take place, we’re showing no signs of slowing down. WE will continue to make your wealth matter, focusing on your future and helping to achieve your goals.
We can’t wait to see what we can achieve together in the next 12 months. If you’d like to speak to one of our advisors, get in touch here.