We are delighted to be recognised for the third year running in the prestigious New Model Adviser® Awards. This year Loch Fyne Financial took home the coveted New Model Adviser® Financial Planner of the Year for Scotland and Northern Ireland.
The awards are presented by New Model Adviser® , a pre-eminent publication in our profession. They recognise our commitment to delivering a forward thinking wealth management, investment advisory and financial planning service to help clients to plan for their retirement and feel relaxed and secure about their financial future.
Last year we were a regional finalist in the awards and the year before we were named “Young Firm of the Year”. This is quite an achievement for such a young firm, especially given Loch Fyne Financial has only been operating for three years.
New Model Adviser® has been celebrating the best financial planning firms for the last seven years, judging firms on a number of aspects including service to clients, professional qualifications and business growth.
Douglas McIntyre, our director here at Loch Fyne Financial was extremely pleased to take home the Financial Planner of the Year award, “We are delighted that our team have been named three times in three years. I’m also amazed to find us in such elevated company.”
When asked by New Model Adviser® to define the key to the firm’s success and the Loch Fyne Financial win he replied, “We care a lot about our staff, our clients and their families. Since launching Loch Fyne Financial we have placed clients at the centre of everything we do and feel that this has played an integral role in us being acknowledged.
The team have developed long-term professional relationships with many of our clients, over a number of years. Great client care has always been central to our philosophy and it’s something we intend to keep as our number one focus.”
What’s next for Loch Fyne Financial?
There are actually two ‘next big things’ in the pipeline for 2014:
- We have recently launched the Chartered Chambers, a ‘Chambers’ like structure in collaboration with two other leading financial planning firms in Scotland. This is a structure we will be using to seek strategic partnership opportunities with other like-minded professional firms.
- The clients we serve best are successful families and family business owners. Later this year we will be launching a series of thought leadership whitepapers to address the key issues they face, which we will use as part of our client communications and broader marketing strategy.