Season’s Greetings From Longbon & Company 22/12/2023 Festive Update December 2023 I look back over 2023 with a sense of relief. We started the year with interest rates climbing precipitously; they were at 3.5% this time last year having, of course, risen from their low of 0.25% a year before. Because of stubbornly high inflation, […]
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Top 100 in 2023 Longbon & Company are proud to have been named in Citywire’s New Model Adviser Top 100 again this year, celebrating the best of the professional financial planning community. “This is a testimony to the resilience shown by all colleagues at the firm whose hard work has reassured clients during this ‘gloomy
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High Noon for Magnificent Seven 07/10/2023 October 2023 Update The one investment market that has confounded the professional investment industry has been the recent performance of the so-called ‘Magnificent Seven’ (M7) in the US (Apple, Microsoft, Amazon, Alphabet, Nvidia, Tesla and Meta). These techcompanies have driven nearly all of the US stockmarket index (S&P 500)
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2021 Best Adviser Firm of the Year – Finalist Midlands and East Anglia Professional Adviser Awards “The awards seek to reward excellence both within the financial adviser profession and the broader financial services sector” In total, more than 200 advisers, firms and providers were under consideration for the 2021 Professional Adviser Awards. Longbon and Company
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2020, 2022, 2023 Best Adviser Firm of the Year – Shortlisted Midlands and East Anglia Professional Adviser Awards Three Years Shortlisted! “We are an independent financial advisory and investment management firm that despite our size can ‘do it all’ for our clients. We offer a service akin to that of a family office – no
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2022 Best Investment Advice Firm Finalist Money Marketing Awards “As an independent firm that runs and manages our own portfolios, it is an honour to be shortlisted at the awards and to have our hard work recognised.” “The competition was fierce and the judges were overwhelmed by the quality of all those shortlisted.”
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Best Investment Adviser 2020 Highly Commended Money Marketing Awards Longbon & Company were awarded ‘Highly Commended’ at the Money Marketing Awards 2020 for ‘Best Investment Adviser.’ It is a great honour for us, and indeed for small firms, that not only were we shortlisted, but that we were highly commended (2nd place) by the judges
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Portfolio Adviser Wealth Manager Awards 2016, 2017, 2018 Winner of Four Portfolio Adviser Wealth Manager Awards We are also delighted to have been recognised for our consistently well-performing portfolios, having been awarded Gold at the Portfolio Adviser Wealth Manager Awards in 2016 in the boutique and balanced category, winning Platinum and Gold in 2017 for
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Top 100 in 2020 Citywire New Model Adviser® Longbon & Company are proud to have been included in Citywire’s New Model Adviser Top 100, recognising the 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
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April 2023 Update 07/04/2023 April 2023 Update The past six months have been another period of great turbulence in the world and it is difficult to be anything other than rather pessimistic about it all. Certainly, the wilting of the Truss lettuce was a serious blow to the sensibilities of this country and should remind
