The fact you are looking for, or already receiving advice from us would indicate that a career in financial planning is not for you. We’ve designed our resource centre so that you can dip into subjects or linger on those that interest you most. Nothing beats personal advice in our view but we hope you find the information available here useful.
Chadney Bulgin is Highly Commended at national awards
Chadney Bulgin has been highly commended for its sophisticated use of investment technology on behalf of its customers.
The award process involved independent judges scrutinising financial planning businesses from across the country before inviting the three advisers making the best submissions to be interviewed about their practice.
At the awards presentation the judges said that Chadney Bulgin had impressed them in the way the firm “has made the transition from primarily mortgage broking to a modern, platform based financial planning business”.
An investment platform is the term used to describe the underlying technology used to enable financial advisers to research and manage multiple funds efficiently and effectively.
The judges were looking for evidence that firms delivered “a first-rate customer offering” that was supported by the platforms for processes such as research, model portfolios, benchmarking, reviewing, re-balancing and reporting.
“We are absolutely delighted to have the quality of our technological systems acknowledged by independent experts,” said David Thomas, Joint Managing Partner of Chadney Bulgin.
“We are proud to have built an excellent team of professional financial advisers and we will continue to ensure they have the very best investment platform tools at their disposal to allow them to continue to deliver a first class service.”
Indeed, one of the systems that Chadney Bulgin uses won Platform of the Year for the second year running at the Awards. Standard Life Wrap actually won a total of four awards on a triumphant night for the company, but the Platform of the Year title is considered the most prestigious of all the categories.
The full list of award winners and further details about the UK Platform Awards 2015 can be found at the link below.