A HAMPSHIRE-BASED Business has won a prestigious regional award for the fourth time.
Investment management firm Brooks Macdonald was named the winner of the Citywire Wealth Manager Regional Star Award for the South East. The awards, which celebrate the top wealth managers from across the country.
The awards are calculated on the ratings professional advisers give to discretionary investment firms based on their service and investment propositions
Howard Crossen (pictured) senior investment director, and head of Brooks Macdonald’s Hampshire office at Fareham, said: “We are delighted to receive this award, demonstrating our core values of strong relationships, trust, investing in high quality people and giving back to the Local community through charities and sponsorships.
“We opened our Hampshire office in 2005 to support professional advisers and their clients. Since then the Business has gone from strength to strength.
“Our aim is to continue to ensure our clients receive the highest possible standards of service.”
“We’d like to thank all of our staff, clients, introducers and the Local community for their support and custom over the years – we couldn’t have achieved any of this without them.”
Hampshire-based investment management firm Brooks Macdonald will host an Adviser Academy at the Southampton Harbour Hotel, Southampton on Thursday 26 April 2018. The Southampton Adviser Academy is open to financial advisers and paraplanners in Hampshire, Dorset, Wiltshire, Berkshire, Oxfordshire, Surrey and West Sussex.
This structured CPD event will bring together a range of influential speakers to focus on the topics most important to the adviser community: time, efficiency and regulation, based on comments and feedback received from over 500 previous attendees.
Financial advisers and paraplanners can find out more information about the Southampton event and register to attend by visiting the Brooks Macdonald Website.
Source : DailyEcho