Recognising Success: Group IFA Presented with Multiple Awards in One Month

Phillip Rose, CEO of Group IFA, is delighted to announce that he and the team have received four prestigious awards in this month alone. Phillip received a runner-up award for Money Management IHT Planner of the year and has been featured in a “Top 10” and “Top 100” lists of advice firms on the New Model Adviser website. Phillip was also delighted to have been shortlisted for the Personal Finance Society’s Chartered Financial Planner of the Year award.

This year’s growth means the team are continuing to provide an unparalleled financial advice service, and as a result are proud to have been recognised for their skill and extensive achievements within the industry. These achievements and dedication have meant that this year, Group IFA exceeded £1 billion in funds under advice, as well as having grown their percentage of recurring income to 85%.

Money Management IHT Planner of the Year Runner-Up

On 19th October 2017, Phillip was awarded as a runner-up for the highly regarded Money Management IHT Planner of the Year Award. These awards recognise the very best in the industry, and highlight the importance of providing quality financial advice, which Group IFA clearly convey is their highest priority.

The awards were held at the Avenue Restaurant in St James, and incorporated a dazzling award ceremony sponsored by the likes of Schroders, NS&I and Octopus Investments.

Shortlisted as PFS Chartered Financial Planner of the Year

For the second year running, Phillip is delighted to have been shortlisted as a finalist in the Personal Finance Society (PFS) Chartered Financial Planner of the Year awards.

The awards are held to celebrate excellence and professionalism in the financial planning industry, with shortlisted planners demonstrating a wide range of skills that are necessary to give accurate, clear and professional financial advice.

Shortlisted members such as Phillip were praised for their ability and knowledge across a broad range of professional skills and their commitment to the advancement of their profession.

In addition to the aforementioned awards, Phillip was also featured on the New Model Adviser website as part of their “Top 10” and “Top 100” firms.

Named in Top 10 Biggest Firms by Assets Under Advice for New Model Adviser

Group IFA has been named as one of the “Top 10” Biggest Firms by Assets Under Advice by New Model Adviser.

Group IFA is proudly featured on their website for their achievement in exceeding £1 billion under advice in 2017. They were also recognised for their growth from 2015 to the present day for their funds under advice, total profits and their percentage of recurring income exceeding 85%.

Not only was Group IFA named in the Top 10 firms by Assets Under Advice, but also features as one of the “Top 100” advice firms.

Named in New Model Adviser “Top 100” 2017

Phillip and Group IFA are delighted to have featured in New Model Adviser’s Top 100 Advice Firms on their website, thanks to the Group’s expansion in 2017. This includes the opening of the new Chester office and upcoming opening of their Skipton office, as well as Group IFA’s three new advisers plus a new Group Head of Operations and senior board member to mentor the existing senior team.

Furthermore, the Group have been named by New Model Adviser for having reinvested 25% of revenue in infrastructure and centralising controls to help embed the new advisers.

“We’re so pleased for our hard work, knowledge and experience to be reflected in the numerous awards we have received this year, and are looking forward to the further success this brings in the future. - Phillip Rose