We are very proud to advise that our own David Reed has been formally announced as the winner of the 2016 Global Financial Planning Award (European Region which includes Australia, New Zealand and Russia).
The award process looks at a real life financial plan and is scored by a panel of 5 expert judges, inclusive of an online presentation, based upon the strategic advice of the plan and value provided to the client.
David has commented, “Our team has held a vision to be a leading, world-class retirement planning service for many years.
This is the culmination of the efforts of everyone that has been involved along our journey.
In particular, it is recognition of our client’s who have always been willing to provide feedback on what they would envision a truly valued retirement advice experience to be. The candid and sometimes personal nature of their thoughts, both the highs and the lows has allowed us to build a robust framework and place us where we are today.
To have this advice and value proposition benchmarked as being world-class, is ultimately testament to listening to our client’s wants and sculpting a service to meet those objectives as best we can.
It is with sincere and genuine thanks to you for supporting us over the past decade and more. I am excited as to the continuing development of our business and where the future lies so that we can use technology and education to really enhance retirement advice with our clients over the coming years.”
David now will attend the Financial Planners Association Conference in Baltimore, USA to receive his trophy and attend the US FPA conference from the 12th September 2016.
Of course we will upload photographs from the event that we receive on our TRAC Facebook page and October newsletter.
Thank you again for your support.