2024 Citywire New Model Adviser Top 100
The Penny Group is delighted to have been named in Citywire New Model Adviser’s Top 100 for 2024.
This is the seventh consecutive year we have made the Top 100, and we are immensely proud to once again be included in this list celebrating the very best of the professional financial planning community.
The judging criteria is based on several factors, including how firms are making advice better with through training or new talent, offering the best service to clients, and utilising technology for better client outcomes. ESG (Environmental, Social, Governance) initiatives are also considered, whether that includes building ESG-focused portfolios for clients, taking steps to become a more sustainable business, or giving time and money to local causes.
2024 has been a year of strong growth for The Penny Group with assets under advice (AUA) having risen to £1.2bn, as well as numerous hires at all levels of the business.
Click here to see the full list of the NMA Top 100
Adam Roberts, Partner, said,
“It is fantastic to have made the New Model Adviser Top 100 list in 2024, for the seventh consecutive year. This consistency is testament to the hard work that is put in across the firm in achieving the highest standards of client service.”
Get in touch
Email info@thepennygroup.co.uk or call 0207 061 2345 if you have any questions or should you wish to speak to one of our advisers.