Affluent in final two firms for prestigious award

Affluent is one of two financial planning firms in the final of the David Norton Building Excellence award 2021, sponsored by the Chartered Institute for Securities and Investments (CISI).

Carl was recently interviewed by the judging panel as part of the process. This rigorous interview went well and we are hopeful that we will be chosen for this award.

The winner of the award will be announced at the CISI annual conference in October.