Albert Goodman Financial Planning, has been named in CityWire’s Top 100 Financial Advisors for 2018!
CityWire’s Top 100 recognises the profitability of the firm, the qualifications of the staff and their commitment to the profession, as well as the development of the firm across the region.
CityWire has acknowledged how Albert Goodman has demonstrated the value in holding events for both its partners and clients. Louise Osbourne, Partner in Financial Planning had this to say; ‘By holding such a wide variety of events, we aim to add value to our existing clients and demonstrate knowledge to potential clients, while building new relationships’.
As well as hosting events to add value to their clients’ experience, Albert Goodman is also directly involved with some worthwhile organisations to further benefit clients; Michael Seagrove has become an accredited member of the Society of Later Life Advisors (SOLLA). Louise Osborne also achieved a 5-year licence from SOLLA. The Society of Later Life Advisers was founded in 2008 as a not for profit organisation, to meet the need of consumers, advisers and those who provide financial products and services to the later life market. Our aim is to ensure that people are better informed about the financial issues of later life and can find a fully accredited adviser quickly and easily” (http://societyoflaterlifeadvisers.co.uk/). Louise Osborne is also a qualified Dementia Friend and has been training staff internally on providing a dementia-friendly service to clients.
Richard Bugler, Managing Partner, comments on the award, “The CityWire’s Top 100 is a true testament of the quality and dedication of our Financial Planning team, it is thoroughly well deserved. We are committed to providing high-quality advice and services to the local area, and continuing our growth strategy throughout Somerset and Dorset.” For more information and to see the listing on CityWire, please visit: http://bit.ly/top100FP2018