We are delighted to be named as one of New Model Adviser's Top 100 for 2019. The list was created to recognise the financial planning businesses that are doing a great job for clients as well as staff and contributing to the profession as a whole. They aim to recognise prominent leaders and outstanding achievements in the UK financial advice community. Congratulations to our hard working team at bdb. 

Here is what New Model Adviser had to say about bdb:

"bdb screams quality. All paraplanning staff are trained to level 4 or above. Its client videos are aesthetically beautiful and specifically targeted at business-owning clients. When it comes to recruitment, the firm has hired from Russell Group universities in the north of England. Its favourite financial planning case in the last 12 months? A business owner for whom exhaustive cashflow planning proved the difference between the satisfactory sale of their firm and a lifetime of uncertainty. By all accounts, this is a firm that delivers on the promise it makes to its prospective clients in its marketing and communications: to help them live their best life."

Posted by: Oliver Smith | Posted in: News