We’re very proud to announce that we’ve officially been named as one of the country’s ‘Best Financial Advisers to Work For’ at the 2024 Professional Adviser Awards.

The Professional Adviser Awards ceremony took place on Wednesday 20th March, celebrating the achievements of 24 firms who successfully made the grade, leading the sector with clear workplace policies and practices.

The industry-wide programme is a joint venture between Professional Adviser (PA) and Best Companies Group. It honours the best places of employment in the financial services industry – as voted for by employees and a rigorous company-wide evaluation.

 

Trophies

 

Our Managing Director, Matthew Pescott Frost, shares his thoughts:

“I’m absolutely delighted that Matthew Douglas has been named as one of the best financial advisers to work for in 2024! We really pride ourselves on providing an enjoyable, friendly working environment for all of our employees to flourish and feel like they truly belong.

“We are constantly striving to improve the office environment for our valued team, and are always open to suggestions and feedback from our employees to make the firm an even better place to work. I feel honoured that the responses from our team in their surveys have made such a contribution to this win – accounting for a huge 75% of our overall score.

“I’d also like to offer my gratitude to the teams at PA and Best Companies Group for recognising our efforts, and for all the work they do behind the scenes to make these awards such a great success.”

 

In order to be considered for this prestigious award, we entered a two-part selection process. The first part consisted of workplace policies, practices and demographics being evaluated by the expert judging panel, with the second then consisting of an employee survey to measure experience in practical terms.

These combined scores then determined the top firms, with 25% of the total score coming from the first part and the remaining 75% from the process’s employee survey element.

Matthew Douglas would also like to offer our congratulations to the other firms that were named among the ‘2024 Best Financial Advisers to Work For’. This includes:

  • Albert Goodman Financial Planning
  • Amber River True Bearing
  • Balance Wealth Planning
  • Black Swan Financial Planning
  • Boolers
  • BRI Wealth Management
  • Castlefield
  • Connor Broadley
  • Crowe Financial Planning UK
  • Emery Little
  • Financial Management Bureau
  • Fiscal Engineers
  • GSI Wealth Management
  • Hartsfield Planning
  • Informed Financial Planning
  • MKC Wealth
  • Niche
  • Pareto Financial Planning
  • Saltus
  • Sedulo Wealth Management
  • Thomson Tyndall
  • Tweed Wealth Management
  • Vision Independent Financial Planning

This is the third award win for Matthew Douglas in recent months, after being named ‘Best IFA in the East of England’ at the Citywire New Model Adviser Conference & Awards 2024, and securing the MoneyAge Diversity Award in 2023.

You can read more about the 2024 PA Awards here.