A Top 10 Result

We are delighted to announce that, back in October our sister company Seabrook Clark announced that for the 4th year running they were named in the top 100 UK financial advisers by trusted Citywire company, New Model Adviser (NMA).


We are excited to report the feedback received from NMA on their entry and can proudly say that they were ranked in the top 10 financial advisers in the whole of the South West.


We were delighted by this local and national acclaim, as recognition by this industry body is testimony to the ongoing dedication to both of our client service.


Building a good strong relationship with clients is something we pride ourselves on at Seabrook Clark and Milford & Dormor Financial Planning, and the improvements made on our Investment Desks and personal finance portals (PFPs) throughout this year has allowed for seamless and efficient day-to-day business running. This has come as a huge benefit to our clients, as it has allowed us to focus more time on improving our communication and service offering.


Aside from those stand out comments, the team’s individual qualifications, business development objectives and best practice were praised. It’s great to notice this acknowledgment of commitment to business growth, as we work with Seabrook Clark in our endeavours to expand our service, platform and product offering for the benefit of all our valued clients.


The judges kindly left a few key pointers for the next awards and, as plans progress for 2020, we are fortunate to be able to think and work with Seabrook Clark to continually improve our services, with plenty of time to go until 2020’s NMA UK top 100 are announced later this year.


Do you know somebody who would benefit from speaking with us? Please get in touch for a no-obligations meeting.

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Yasmin McNeill