We are delighted to announce that Montage Wealth Management has been named as one of the top firms in the New Model Adviser Top 100, for the second year running.
How is the list determined?
The New Model Adviser Top 100 is a list devised by Citywire of firms that they think are doing a great job for clients as well as staff and contributing to the profession as a whole.
There are many factors that Citywire review to help decide who makes the list, including, but not limited to:
- Evidence of well-qualified staff;
- Robust investment propositions;
- Carefully segmented client bases;
- Good use of technology;
- Willingness to share best practice;
- Client education;
- Recruitment and
- Contribution to professional standards.
Thoughts from Our CEO
Commenting on the recent announcement, Peter Montague said “We are very proud that we have made the Top 100 list for the second year running, this is a fantastic achievement that reflects the commitment and continuing outstanding achievements of our Montage team.”