This year Financial Advice Centre wanted to make changes from the inside out. It concentrated on learning and development plans, including degree qualifications for support staff and award submissions for external recognition within support areas.

As the cost-of-living crisis began to bite, the firm helped its staff with a bonus.

In order to improve its proposition, Financial Advice Centre reviewed its investment providers against the Principles for Responsible Investment (PRI) to understand what they do specifically and to make sure it itself aligns with the PRI values.

Financial Advice Centre’s back-office system was revamped this year to make it more efficient for processing client requests, hosting webinars and sharing insights into the investment landscape.

Client satisfaction surveys are sent to clients annually and results shared as working case studies across all teams to develop excellence in service. The firm, under managing director Piers Mepsted, has achieved 95+% client satisfaction in the last 12 months.

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