We are thrilled that Calculis has made it to number 79 in the latest FTAdviser’s Top 100 Financial Advisers list, which showcases some of the best financial advisory businesses working in the UK.
For the past five years, the list has been based purely on gross sales but has recently been updated to look at assets under management (AUM), number of registered individuals, annual growth, annual complaints and business tenure.
According to FTAdviser, the list is not meant to be a competitive ranking as it includes firms with different approaches and specialisms. Instead, it aims to deliver an overview of some of the best intermediaries who are juggling fears of economic uncertainty, while at the same time trying to make sure pension pots deliver a good retirement.
“We’re proud to be included in the FTAdviser’s Top 100 Financial Advisers list this year,” says Alex Pegley, managing director of Calculis.
“Making the list is quite an achievement and reflects the quality of advice and service we provide our clients.”