The accolade recognises things such as profitability, the proportion of re-investment in to the business, along with qualifications, commitment to the profession, and more emphasis this year has been placed on the development of best practice.
Andy McLaughlin, managing director of Preston-based Astute Wealth Management, made the list after the company grew from £400m funds under advice in 2016 to £500m in 2017. George Critchley, chairman of Chorley-based True Bearing Chartered Financial Planners, was praised for his firm's rolling corporate social responsibility programme, helping many charities and causes; and provides financial education workshops.