Archytas Strategic Planning has won the prestigious award of Adviser Firm of the Year for Wales in the Professional Adviser Awards 2018. This was the second consecutive year that Archytas Strategic Planning has been nominated for the award and were presented with the 2018 award at an awards ceremony dinner at The Brewery, London.
Archytas Strategic Planning are a team of Lifestyle Financial Planners, Wealth Managers and Investment Planners with a portfolio of a varied range of clients from different industries. Based in Cardiff and the Midlands, Archytas operate across Wales, the UK and internationally, supporting personal and business wealth creation, as well as offering services in financial stability and strategic tax planning.
Michael Williamson and Debbie Matthews, two of Archytas' Directors, commented
“We are delighted to have been awarded Adviser Firm of the year for Wales in recognition of our knowledge, skills and above all to our complete commitment to client care”
The Professional Adviser Awards has been recognising and rewarding excellence in financial advice services for 13 consecutive years, the Professional Adviser Awards also recognise organisations in different categories such as the best in multi-asset investing, platform provision, adviser support and client engagement as well as rewarding individuals with two much-sought after awards: Paraplanner of the Year and Adviser Personality of the Year.