Growth and recognition for Sedulo Wealth in 2024

This year has been one of growth, recognition, and fresh opportunities. Each milestone we’ve reached represents more than just progress for us; it’s about creating tangible benefits for you. Here’s our summary of a year of growth and recognition.

A Chartered firm

Becoming recognised as a Chartered financial planning firm is more than a mere a badge of honour – it’s a guarantee of the highest standards. This designation is awarded to only a small number of firms. It reflects our technical expertise, ongoing professional development, and client-first approach. It also demonstrates our dedication to continued professional development and shows that our clients are at the heart of everything we do.

Reaching the Midlands

This year, we established our new Midlands advisory team, opening a new office in Birmingham. Experienced Chartered Financial Planners Rod Ings and Rob Venvil joined the team, bringing over 50 years of combined expertise. Both advisers employ a client-centric approach in giving their tailored advice and support.

Our new presence in the Midlands follows a strategic regional expansion, allowing us to be closer to our clients. It’s about meeting you where you are, providing local expertise backed by our national strength.

Award-winning workplace

This year, we were named ‘Best Financial Advisers to Work For’ at the Professional Adviser Awards. It may seem like an internal accolade, but it actually speaks directly to the experience you can expect as a client. A happy, supported, and motivated team delivers better advice, more creative solutions, and our consistently outstanding service.

In addition, we were recognised as a Top 10 Mid-Tier Financial Advice Firm in The Times by VouchedFor. This isn’t just an industry pat on the back – it’s based on real client reviews, celebrating firms that provide exceptional advice and service. Your feedback drives us, and we’re proud to have earned this recognition from the people who matter most.

Continued growth

Our client base grew by a whopping 30% this year. This is more than a number – it reflects the trust our you place in us, while strengthening the support we provide. With greater size, we gain access to enhanced resources and better investment terms. It’s the foundation from which we build our long-term stability. It ensures your continuous access to our top-tier advice.

Let’s look ahead

2024 has been a year of growth and recognition. Whether we’re expanding our team, achieving professional recognition, or increasing our capacity to support your financial goals, all that we do is guided by the principle of putting you, our clients, first. Here’s to a prosperous 2025 for us both.