Latest news from Braemar Wealth Management

Shortlisted: Best Small Adviser 2012

The Professional Adviser Awards have just informed us that we've been shortlisted in the Best Small Adviser category and we couldn't be more delighted. The winners will be announced at a ceremony in February.
 

Gold Standard Award 2011

On the 23rd November 2011 we were awarded the prestigious Gold Standard for Independent Financial Advice at a ceremony in the House of Commons.

The Gold Standard Awards are one of the toughest awards to win. Based on a rigorous series of questions to assess financial robustness, capability, trust, fair value and service, only those companies that can clearly demonstrate they go above and beyond standard requirements are considered.

A higher than usual number of independent financial advisers entered this year and we believe the judges’ comment encapsulates why we stood out and were selected for the award:

"Braemar Wealth Management's entry displayed clear processes and a good treating customers fairly (TCF) policy. Very good strategies for solving complex cases and explaining issues to clients.”

If you'd like to find out more about the awards and their judging criteria, you can do so here - www.goldstandardawards.com

Commended: Best Retirement Adviser 2011

We're pleased to announce that we've been commended in the Best Retirement Adviser category of the Good Advice Awards 2011 and are looking forward to their renowned logo gracing our website for the next twelve months and beyond!

Macmillan Coffee Morning

We’re hosting another Coffee Morning in aid of Macmillan Cancer Support at Timperley Sports Club on September 30th. You’ll be welcome to join us from 10am – there’ll be tea, cake and of course coffee as well as a raffle where you could win anything from a bottle of champagne to Sale Sharks tickets.
 

Shortlisted: Best Retirement Adviser 2011

We're delighted to announce that we've been shortlisted in the Best Retirement Adviser category of the Good Advice Awards 2011 and hope to attend the ceremony in September to find out if we’ve won.

Qualified advice on Long Term Care

David Fletcher has passed the Long Term Care exam (CF8) which means he can advise on long term care insurance taking into account different types of long term care, the responsibilities of local health authorities and any taxation as well as legal and legislative issues.
 

Best Newcomer - New Breed Adviser Awards 2010

Braemar Wealth Management are delighted to announce that David Fletcher has won Best Newcomer in the hotly contested Financial Times New Breed Adviser Awards 2010.

The awards were announced at a presentation ceremony at the Sheraton Park Lane Hotel in London with the Best Newcomer award being given to the adviser who has made considerable achievements within their first five years as a practitioner.

The FT New Breed Adviser Awards acknowledges those individuals and firms in the advisory community who are leading change within the sector and shaping the future of advice.

“All of the advisers at Braemar Wealth Management believe in staying one step ahead in order to offer our clients the best service and quality of advice. It’s wonderful to receive this recognition of our efforts.”
 

Braemar becomes Chartered

Braemar Wealth Management is proud to announce that we have achieved Corporate Chartered Status and are one of only 230 companies in the UK to receive this prestigious title. This title is only awarded to firms committed to developing and maintaining the knowledge and capability of their people so they can deliver the highest quality advice. Chartered status is the industry's gold standard for financial planners.
 

Braemar launches Mortgage Services Division

Despite the credit crunch it is important for our clients to receive the best quality mortgage advice. We have, therefore, set up Braemar Mortgage Services Limited to provide clients with a dedicated mortgage adviser. So whether you are looking to buy your first home or need to re-mortgage, speak to Simon Riley for independent mortgage advice.

Fancy sponsoring a tree?

For every piece of business we place, we will plant a tree in a developing country. Did you know that one tree absorbs about 1,000 kg of carbon dioxide over its lifetime and can produce enough oxygen for 10 people a year!