The Financial Planning Group is delighted to announce an award – the first and only A rating (Superior) by AKG – for the financial strength of the Wrap platform we use. AKG is an independent organisation specialising in the provision of assessment, ratings, information and consultancy to the financial services industry.

This rating is based on a detailed assessment of both publically available information supplemented by face to face meetings and the sharing of additional confidential market material. As well as considering overall financial strength, AKG assessed Wrap’s service (five star rating), image and reputation (four star rating), and business performance (five star rating).

The Financial Planning Group will continue to undertake ongoing due diligence in the investment platform marketplace to ensure our clients benefit from a financially robust and competitive solution – one which uses the latest technology for their benefit.

Regular communications with our clients is also important to us – we are proud of the service we provide and the relationships we build with the individuals and businesses we represent.

If you would like to arrange a pension or investment consultation, please call Tim Norris or Alan Clifton on 0800 731 7614 and we would be delighted to arrange a meeting at our offices in the heart of Teddington.

 

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