We are delighted to announce that Citadel were recently invited to attend Scottish Widows first Retirement Planning Recognition Event held at the Gherkin in London. The purpose of the event was to celebrate financial planning firms who provide quality advice that focuses on good customer outcomes. A small number of Financial Advisers from across the country were recognised by Scottish Widows Management Team as intermediaries consistently demonstrating commitment to providing retirement planning advice as a core part of their business and putting clients at the heart of everything they do.
We were nominated for the award by our Business Development Manager, Lisa Aggett, pictured with us below and we would like to thank Lisa for recognising our efforts and putting us forward for this award. Thanks also to Scottish Widows for hosting the event and providing the fantastic view and food!
As a business we’re looking forward to continuing our commitment to delivering great service and outcomes for our clients not only in respect of retirement planning but all aspects of financial planning!