McHardy Financial ranks in Financial Times top two Scottish advisers and reports company expansion

4th November 2020

McHardy Financial are honoured to rank in the top two Scottish companies in FTAdviser Top 100 Financial Advisers 2020, and within the top 40 overall.

Independent Chartered Financial Advisers and Planners, McHardy Financial place exemplary customer service and quality financial provision at the core of their business and are delighted with the accolade of being recognised by FTAdviser. Dan Jones, Editor-in-chief, FTAdviser describes the Top 100 list as “some of the very best advice companies working in the UK today”. The Top 100 list is based on a number of key metrics including how advisers are managing clients’ investments, Chartered status, growth rate, and how well qualified individual advisers are. Being evaluated by such a prestigious independent body and ranking in the top 2 in Scotland is an achievement that McHardy Financial are immensely proud of.

Andy Kerr, Managing Director at McHardy Financial said “In a challenging year, having our advisers recognised for helping customers through the tough times as well as the good, means a great deal to the whole Team here at McHardy Financial who work hard to deliver the best possible services to our clients.”

He continued “We provide private and corporate financial advice including retirement planning, investments, protection and life insurance, group personal pensions, corporate private insurance, and business planning. We operate across 5 offices in Scotland and one in England with a Team of 15 financial planners and 25 support staff. We are extremely proud of all our staff whom we regard as among the finest in the business. Our success is founded entirely on their enthusiasm, commitment, and willingness to go the extra mile to reach the right outcome for our clients.”

In expansion McHardy Financial are also pleased to welcome Richard Allison to their Team bringing with him over 35 years’ experience in Financial Services with particular expertise in the Investment Management industry and building relationships with professional connections such as financial planning advisers, accountants, and lawyers. Mr Allison was Regional Business Development Director at Brooks Macdonald and a member of the UK Leadership Group, he is a Trustee of Make 2nds Count, a charity involved in supporting patients and research into Secondary Breast Cancer, and he sits on the Charities Reference Group for OSCR.

Mr Kerr commented “we are looking forward to working with Richard and to the value he will bring to our clients, and we are delighted that McHardy Financial continues to grow in the face of current challenging times due to the coronavirus pandemic. As we continue to proceed through uncharted times, we assure our clients of transparent and trusted support to maximise their financial position.”

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