New Model Adviser (NMA) Top 100

 

VWM Wealth are pleased to announce that for the fifth year running has been accredited as a New Model Adviser Top 100 firm. This is the NMA magazine list of Financial Planning businesses that they regard as doing a great job for clients as well as staff and contributing to the profession as a whole.

Earlier this year NMA sent out a long and detailed survey to firms. Their questions spanned everything from investment to fees, training to succession planning and client education to diversity.  NMA Commented that “This year proved that firms are doing more and working harder (or smarter) than ever. This year NMA have highlighted some best-in-class firms who stood out in a particular area, such as ESG-investment, diversity and transparency.”

Offering access to ESG (ethical) type funds is becoming more common, although it is clear that developing a specialism takes substantial time and commitment. 

Succession planning is being taken more seriously, and NMA found it encouraging to see more discussion and implementation of things like employee ownership trusts, to help secure the future of firms. This was also evident from investment in recruitment and training.

NMA also commented that “firms seem to be taking marketing and branding more seriously. There is investment in firms’ digital presence and efforts to make the client experience as slick and rich as possible.”

 

3 positive ways your financial plan can support your mental health

If you have ever experienced mental health issues, you will know just how much they can disrupt your everyday life and make small tasks a significant challenge. Mind estimates that 1 in 4 people experience a mental health problem of some kind each year in England, and 1 in 6 people experience a common mental […]

Read more

7 life events that could lead you to rewrite your Will

Life moves fast and just a couple of years can take you past multiple milestones that change your world forever. You may not think to rewrite your Will after significant life events, or you might forget or postpone it to a later date, but this could mean your beneficiaries miss out or that your estate […]

Read more

3 studies that support evidence-based investing

If you have ever tried to play the market, you will know the reality is that it is very hard to beat. If it was easy, then what would be the risk? And if there were no risks, why would there be any return? Evidence-based investing looks to empirical evidence and long-term market observations for […]

Read more

What is evidence-based investing and how can it help you grow your wealth?

It is hard not to be influenced by the noise and volatility that is part and parcel of investing. You only need to turn on the TV news to see stories that can materially affect the global economy, from political change to regional conflicts. There are always periods of confidence and uncertainty, or opportunities for […]

Read more