Barwells Wealth wins Leading Adviser Practice at the Schroders UK Platform Awards

 

I am delighted to tell you that Barwells Wealth has won the Leading Adviser Practice award at the Schroders UK Platform Awards. Our team had a wonderful evening at the event’s 18th annual awards ceremony last Wednesday. The glittering black-tie event was held at the London Hilton on Park Lane and hosted by Kate Silverton.

The Schroders Platform Awards recognise organisations in the financial services sector that are providing excellent outcomes for their clients at great value for money. In particular, the judges were looking for evidence that we have implemented robust and secure technology systems that support the work we do for clients.

The online platforms and systems that we have implemented here at Barwells Wealth help our advisers to spend more time with you, offering their advice and guidance to help you feel confident in your financial future. Moreover, they enable us to build a bespoke financial plan that is tailored to your personal circumstances and goals.

For us, the most important outcome of our work is the peace of mind and financial freedom we help you to achieve. It is wonderful that the work we do to this end has been recognised by such a prestigious professional award ceremony.

Our director Lee Waters said: “We’d like to thank all of our clients and professional connections for their support and trust. Without your feedback, we wouldn’t be able to continually improve the service we offer. It’s our privilege to help you achieve your goals, and we look forward to continuing to provide this important service for many years to come.”

19 Sep 2024

Monthly market update: August 2024

19 Sep 2024

6 brilliant independent small businesses to buy from in Lewes