Francis Clark scoop top award
Francis Clark Financial Planning Limited (FCFP) has been named as the Sesame Bankhall Group (SBG) Technology Firm of the Year 2014 at a gala dinner hosted by TV presenter Kate Silverton in London.
Sesame Bankhall Group, which operates within the UK financial services industry, provides support to over 11,000 advisers across the country and is the UK’s largest distributor of retail financial advice.
FCFP’s award-winning entry detailed how the firm has invested in technology to improve the service it gives to its clients including providing all advisers with iPads, improving research capability and quality of advice as well as ensuring they are operating with robust, efficient and compliant processes.
Mike Wilson, managing director of FCFP said: “We are really delighted to have won this award, one of the most prestigious in our sector. As chartered financial planners our objective is to help our clients plan, manage and grow their personal finances.
"Investing in technology has helped us to enhance the tailored and innovative advice our experienced financial planners provide and to improve processes, communications and the range of options open to our clients.”
The gala dinner at the Park Plaza Westminster Bridge took place on Thursday 20 January and was also addressed by Sir Ranulph Fiennes and Jessica Ennis-Hill.