Winner Major Financial Advice Group of the Year!
Coredata has just announced that our Licensee, Apogee, has won their Major Financial Advice Group of the Year. The award is rated by customers seeking a financial adviser, and recognises the quality of their experiences. The results are based on a range of attributes, with emphasis on the key factors that influence how they choose an adviser. These include whether the adviser understands and meets their needs, and provides value through advice. 450 advisers were shadow shopped from 18 Licencees.