Clear Future Financial Planners Named in Citywire New Model Adviser Top 100 Firms for 2025

Clear Future Financial Planners has been recognised as one of Citywire New Model Adviser’s Top 100 financial planning firms for 2025.

This annual list highlights some of the strongest and most client centred advisory firms in the UK, and we are delighted to be included. For clients and prospective clients alike, this recognition reflects the trust, professionalism and high standards that underpin the service we provide.

What is the Citywire New Model Adviser Top 100 list?

Each year Citywire reviews hundreds of financial planning firms across the country. Their Top 100 list is widely regarded as one of the industry’s most respected benchmarks of quality. The assessment looks beyond size or marketing profile and instead focuses on the real value delivered to clients.

Firms are evaluated using criteria developed with AKG, an independent consultancy known for its rigorous financial services analysis. Citywire looks for evidence of strong professional standards, well qualified advisers, a thoughtful investment approach, effective use of technology, clear client segmentation and a commitment to continuous improvement. Community engagement, recruitment and contributions to professional standards also play an important role.

This methodology gives clients confidence that the firms included have demonstrated excellence across multiple areas of advice and long term client support.

Click here to read more on Citywire

Why Clear Future stood out in 2025

Although Clear Future Financial Planners is one of the smaller firms on the list, Citywire highlighted that we consistently punch above our weight. Our team has always prioritised clarity, personal relationships and a planning process that supports each person’s goals, and it was encouraging to see these strengths recognised at national level.

Key areas that contributed to our inclusion this year include:

• A disciplined approach to professional development and adviser expertise

• A robust investment framework that supports long term planning

• Strong progress since achieving B Corporation certification

• Meaningful commitment to sustainable investing, with 24 percent of new recommendations aligned with ethical and environmental aims

• Continued improvements to the client journey, supported by technology and transparent communication

• A values driven approach to supplier partnerships and business operations

Being listed among the Top 100 reinforces that high quality financial planning is not about scale. It is about clarity, integrity and consistent care for the people you support.

What this recognition means for our clients

For our clients across Gloucestershire and beyond, this achievement reflects the high standards we work to every day. Being acknowledged as one of the UK’s leading financial planning firms is reassuring, but the real value lies in what it represents. A commitment to thoughtful advice, a focus on long term wellbeing and a service that prioritises clarity and confidence for every household we support.

We will continue to strengthen our sustainable investment offering, enhance the client experience and invest in technology that helps us deliver clear, timely and personal advice.

Looking ahead

Recognition like the Citywire Top 100 is a welcome milestone, but it marks the start of the next chapter rather than the end of one. Our focus remains on helping our clients make well informed decisions, plan with purpose and feel confident about their futures.

If you would like to explore how financial planning could help you or want to learn more about our approach, we would be happy to arrange a conversation.

Please note: This blog is for general information only and does not constitute financial advice, which should be based on your individual circumstances. The information is aimed at retail clients only.

The value of your investments (and any income from them) can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance.

Investments should be considered over the longer term and should fit in with your overall attitude to risk and financial circumstances.