New Model Adviser - For professional financial planners

Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Win a £200 John Lewis voucher by telling us your favourite DFM!

We want to know which discretionary fund managers go the extra mile for you. Vote now to be in with a chance of winning a £200 John Lewis voucher!

Win a £200 John Lewis voucher by telling us your favourite DFM!

Once again, we want to know which discretionary fund managers (DFMs) go the extra mile for you and your clients.

The Citywire Wealth Manager Regional Stars Awards are voted for by you. They give financial planners the chance to rate DFMs on the quality of their service and the investment proposition they offer.

Voting takes just a couple of minutes and based on your views eight regional stars will be chosen from across the UK.

It’s a very short survey, but your input is paramount as you are the ones best placed to pinpoint the stars of discretionary management. Plus there are John Lewis vouchers worth £200 on offer for one lucky respondent.

The survey closes on 24 January so get your votes in soon! 

To nominate your favourite firm complete the survey here. 

You can also read the terms and conditions here

Share this story

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
More Content
7219.47 -17 0.24% 04:35
More Content
More Content

BUSINESS

1 Comments James Hay to start charging VAT on Sipp fees after HMRC shift

James Hay to start charging VAT on Sipp fees after HMRC shift

James Hay has told its advisers it will now begin charging VAT for some of its Sipp fees which it said was a response to a change in HM Revenue & Customs (HMRC’s) stance

ADVICE

2 Comments Three pension traps that will keep advisers on their toes

Three pension traps that will keep advisers on their toes

Advisers need to be aware of the impact of the money purchase and tapered annual allowances as recent changes to pension credits could cost mixed-age couples up to £7,000

twitter_banner

INVESTMENT