New Model Adviser® of the Year 2011 - 2018
Skerritt Consultants have retained their title as champions of the South East region. Skerritts have built a high profile thanks to their acquisitive plans and discretionary investment management team led by Andrew Merricks. New Skerritts recruit Mark Cardy, who joined as associate director in September after working as head of pensions and annuities sales with Aegon, collected the prize on behalf of the Hove-based team
New Model Adviser® has been celebrating the best in financial planning for the last seven years with its annual awards ceremony. They select the best fee-based financial advice firms from across eight regions to receive one of their prestigious awards.
Financial planners are judged on professional qualifications, growth in turnover and the proportion of money they earn as recurring income, as opposed to upfront product commission. Short-listed firms are then taken through a further interview process looking in detail at these areas and additional factors. The methodology is analysed and approved by AKG, a leading firm of actuaries.