Woodbridge investment and finance planning firm takes prestigious award

Longbon & Company, a multi-award winning independent investment management and financial planning firm, has been selected to appear in the prestigious Citywire New Model Adviser Top 100 2020.

The award recognises the very best advice firms from around the country.

“I am delighted for us to be included in the NMA Top 100 this year – a testimony to the resilience shown by all during such a challenging environment which has produced such amazing results for client portfolios and the firm at large,” said Andrew Longbon, founder and
director of Longbon & Company.

Andrew Longbon of Longbon and Company
Andrew Longbon

The distinguished award tops off a year which also saw Woodbridg-based Longbon & Company highly commended at the Money Marketing Awards 2020 in July for Best Investment Adviser.

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The judges commented: “Another of the shortlisted firms to have particularly caught the judges’ eye for the Best Investment Adviser is Longbon & Company, which demonstrated that being small does not stop you from being mighty. The company clearly demonstrated it loves doing what it does and goes the extra mile for its clients.”

These attributes must have shone through for the Top 100 2020, as the judging panel at New Model Adviser looked for firms which showed evidence of “well-qualified staff, robust investment propositions, carefully segmented client bases, good use of technology, willingness to share best practice, client education, recruitment and contribution to professional standards” to name a few factors.

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