Winner! Best Retirement Initiative Award – SmartRetire®
Chris Broome – Chartered Financial Planner
We won!
I couldn’t be prouder to announce that last night we won the ‘Best Retirement Initiative Award‘ at the Professional Adviser Awards 2023.
It was for our human-focused retirement service, called SmartRetire®, which encompasses financial planning, wealth management, estate planning, life transition coaching, travel planning, and good-giving advice.
We also received a ‘highly commended’ award in the Best Client Engagement (Advisers) category. We missed out on the hat-trick (following our 2021 and 2022 wins), however the winner this year is an incredible firm – congratulations to them.
More than 250 advisers, firms and product providers come under consideration each year at the awards, which seek to reward excellence within both the financial advice community and among the broader financial services sectors that help serve advisers and their clients.
Thank you to Professional Adviser for putting on yet another fantastic evening.
And thank you to Michelle, Adam, the rest of the Longhurst family, and of course our lovely clients.
Onwards we all go together.
