Spentwell nominated for New Model Adviser 2025 Best Firm in Scotland & Nothern Ireland

We are absolutely thrilled to have been nominated for ADVICE FIRM OF THE YEAR for Scotland and Northern Ireland. In all honesty, I nearly fell off my chair on the awards night when I realised we were in the running for it. It really is a true honour to be recognised for our jargon free, simple, impactful approach to financial planning.

We focus on using great tech at Spentwell to make life easier for our clients (and Spentwell!) with a real focus on having a positive impact in peoples lives through our core financial planning service, as well as our community efforts. We host complimentary Masterclasses for the local community to empower people on their money and life journey, as well as having lots of fun educating all those curious little minds with our volunteering efforts with RedStart Educate in the local primary schools.

We recognise everyone is on a journey and some are further along than others which is why we offer out complimentary guidance to those in need; one off advice for those who just need to get started and full comprehensive financial planning ongoing support to those whose needs are more complex.

Do right, go good is something that’s really core to what we do at Spentwell and its a real honour to have a positive impact in peoples lives.

PS Acumen pipped us to the post on the night so well done to them, as well as our fellow nominees and the so many other firms out there doing incredible work.

If you’d like to hear what our UK Top 100 and shortlisted best of Scotland and Northern Ireland firm, Spentwell, is all about and how we can support you, book in for an initial chat HERE

Keith Boyes

Chartered Fianncial Planner

Managing Director

Spentwell.