We’re so proud to announce that we have once again been listed in the annual Citywire New Model Adviser Top 100, which celebrates the very best of the UK’s professional financial planning community.

Matthew Douglas Ltd is also the only Independent Financial Advice (IFA) business across East Anglia to have achieved this for eleven consecutive years.

Here’s what our Director, Matthew Pescott Frost, had to say about the news:

“Being included in Citywire’s Top 100 list for eleven consecutive years is an incredible achievement; it really speaks volumes about us and is a clear endorsement of our status as industry leaders.

“Because you’re judged by a panel of your peers, it truly is a testament to our performance as it’s a measure of merit – not simply a box-ticking exercise. Through informed financial advice and consistent community-centric efforts to spread the word about the positive impact of fiscal investments – both as a career and a platform for nurturing wealth for tax-efficient savings – we’re uplifting communities in a way that really matters.”

Here’s why we were nominated

  • Survey responses for the list were assessed using a point-scoring system, looking for evidence of the following:
  • Well-qualified staff
  • Robust investment propositions
  • Carefully segmented client bases
  • Good use of technology
  • Willingness to share best practice
  • Client education
  • Recruitment
  • Contribution to professional standards
  • ….and more!

The use of a weighting system meant that large and small firms were compared fairly, to ensure that no bias was seen to larger corporations.

Citywire said: “The business, which prides itself on having a diverse range of ages, background and ethnicities among its employees, was recently nominated for a national diversity award. More than half of the firm’s employees are less than 40 years old.

“The business engages regularly with local charities and has close partnerships with local schools and universities. Its advisers offer personal finance sessions and career advice at three schools and a targeted service, called Springboard, for the children of its advice clients. The firm also offers work placements to students at Essex University.”

You can read more about it here.