Best Small Adviser Firm of the Year

Best-financial-advisors-near-me
Best-financial-advisors-near-me

Article by Christina

We we’re totally stunned to be named as finalists in the “Best Small Adviser Firm of the Year” category at the annual Sesame Bankhall conference in Telford last week. We knew nothing about the nomination, which was made on our behalf by Lorraine Hill – Head of Client Partnerships at Sesame Bankhall Group, until we saw our name in lights on the big screen!

This is the first time we’ve been nominated for a national award, so we were naturally very proud.

The nominations we’re judged on a wide number of criteria and so we were delighted to be named as finalists.

Sesame Bankhall Group have been established over 20 years now and are the UK’s largest distributor of financial services, the longest established network and support services provider and the UK’s largest intermediary distributor of mortgages with a 13% market share, so to be nominated by such a massive national financial services group was really a thrill.

Lorraine Hill, Adele and Christina celebrating at the awards dinner!

The awards presentation night.

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Pension Transfer Gold Standard
Investment-Planner
Financial Vulnerability Taskforce
VF 23
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We’ve only been clients for a couple of months, but we both feel that we have made the right decision. After first meeting Adele she put our minds at rest.

Mr & Mrs P

Adele has been professional and knowledgable, yet also personable and fun to spend a lot of time with! I wouldn’t hesitate to recommend her to friends and family.

Mrs C

Christina is a very approachable young woman and is always ready to answer any questions. I would not hesitate to recommend her to friends.

Mrs V