Tandem Financial has been selected for the Top 100 for New Model Adviser

09 Nov Tandem Financial has been selected for the Top 100 for New Model Adviser

At Tandem, we have long believed in putting people first – both clients, and our staff. In light of this, we are thrilled and proud to announce that Tandem Financial has been selected for the 2021 Citywire, New Model Adviser Top 100. This is for the second year in a row!

To all of our lovely clients –

We are delighted to work with you and hope that this award reflects what you already know:

  • We value your business
  • We are committed to excellence
  • We strive to help you make better decisions with your money

 
To our Team –

Let’s continue to keep building a great work culture which brings the best out of everyone, for the benefit of everyone.

The NMA Top 100 is evidence of a great profession working hard for clients. The Top 100 is the annual list of financial planning businesses that Citywire think are doing a great job for their clients, and which are deemed to be contributing to the profession as a whole.

The criteria used to select the top businesses includes:

  • Certifications
  • Client satisfaction/initiatives
  • Training programs
  • Charitable work
  • ESG initiatives
  • Software solutions
  • Future planning

 
We hope this adds another reason for you to feel secure and safe working with our capable team and that you might consider recommending us to someone who you feel might benefit from our help. Thank you to all of our clients, once again, for entrusting us with your financial planning and we look forward to speaking with you soon at our next meeting!