Albert Goodman Financial Planning, has been named in CityWire’s Top 100 Financial Advisors for 2016 – the only firm outside of the major regional cities to receive the accolade.
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.
Jonathan Hill, one of Albert Goodman’s Chartered Financial Planners, comments, “It’s great to get recognised in CityWire’s Top 100. 2016 has been a very good year for us, so it’s fantastic to see our presence in the South West consolidated. The new office in Weston-Super-Mare has enabled us to extend our services along the M5 corridor and into North Somerset, so we are now fully equipped to offer our extensive financial planning services to all clients. This is something we were keen to ensure, as it has become increasingly important for people to plan financially for their future.”
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/2fBVnZN
Louise Osborne, recently appointed Partner at Albert Goodman, has also been named in CityWire’s ‘Top 35 under 35’, which showcases the top young financial planning professionals in the industry. The list is compiled of financial planners from across the United Kingdom and represents a fantastic achievement for Louise, who joined Albert Goodman in 2006. To view the list in full please visit http://bit.ly/TAXAG
In addition to this fantastic news, the Albert Goodman Financial Planning team is also celebrating as a number of team members have achieved new qualifications. Paul Holt achieved coveted Chartered Financial Planner status and 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/)