Johnston Carmichael Wealth listed in New Model Adviser’s Top 100 in 2020

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

04 November 2020

Chartered Financial Planners Johnston Carmichael Wealth have been listed in New Model Adviser’s Top 100 in 2020. Released annually, the New Model Adviser Top 100 is a list of financial planning businesses compiled to showcase the best financial planning firms in the UK.

In assessing who appears on the list, they look for evidence including having well-qualified staff, robust investment propositions, good use of technology and professional standards.

Craig Hendry, Managing Director of Johnston Carmichael Wealth, said:

We are delighted to be acknowledged in the New Model Adviser Top 100 which comes straight on the back of our recent nomination by FTAdviser as a top 25 firm in the UK, and the top Scottish firm. Being recognised within our profession for demonstrating such high standards is testament to the hard work and commitment of our team.

“We are continually looking at ways to improve our client service and in 2020, we developed our client liaison team, who are completely focused on client care and work closely with their designated financial planner.

“Digitalisation of client processes has been another focus and we moved to an online based back office system a number of years ago. This has meant that during the recent crisis we have been able to continue to maintain our service to our clients. We’ll shortly be launching a new online space for clients where they’ll be able to get real-time valuations, download and/or store documents, instant message us, electronically sign or acknowledge forms or reports and more. 

“We are dedicated to supporting our clients’ through providing excellent financial advice and enabling them to live life on their terms.”