RPG Chartered Financial Planners have been named as one of the Top 5 financial planning firms in Wales by the Citywire New Model Adviser and shortlisted for Welsh Firm of the Year.
This follows the publication towards the end of last year of the Top 100 financial planning firms in the UK by Citywire New Model Adviser
“We are delighted to have been placed in the top five firms in Wales and to be shortlisted for the best Welsh firm,”
“The listing and shortlisting that our continuing work to grow and develop both our practice and our people” commented Phill Owen, Managing Director of RPG Chartered Financial Planners.
“We are delighted that this has been recognised by the judging panel at Citywire New Model Adviser. It is testimony to the hard work and dedication of the team that despite everything the pandemic has thrown at them standards haven’t slipped.”
The winner of the award will be announced at a ceremony in London on Thursday 3rd March.
The New Model Adviser Top 100 represents research and analysis into the full spectrum of financial advisory firms. They look for evidence of factors such as well-qualified staff, robust investment propositions, carefully segmented client bases, good use of technology, willingness to share best practice, client education, recruitment and contribution to professional standards.
The feedback from New Model Adviser which can be seen here. They say:
RPG prefers steady expansion to rocketing growth. This year it has developed a new client onboarding programme to improve the experience.
It has taken on an apprentice and two trainees and employed a marketing specialist and a business consultant to check its business plan.
Succession planning is another priority at RPG and this year it has launched a shadow adviser initiative.
‘The trainees will spend between three and five years shadowing a chartered adviser before we let them loose as a solo adviser,’ director John Sangster said.
‘This allows us to mould them into the type of adviser we want, sets a clear roadmap to competent adviser status, and gives clients time to adjust to a new face. This is part of our five- to 10-year succession plan.’
It is a sporty team and outside work Sangster enjoys cycling and watching Tranmere Rovers, while fellow directors Phillip Owen and Anthony O’Connor coach football and hockey teams.
