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Climb Wealth is a finalist at the ifa Excellence Awards 2020


We’re thrilled to announce that Climb Wealth has been shortlisted for the ifa Excellence Awards Awards 2020.

Climb Wealth has been named as a finalist in the ifa Excellence Awards Awards for Dealer Group of the Year.

The ifa Excellence Awards showcases the industry’s most prestigious accolades recognising excellence across the entire independent financial advice industry.  The awards pinpoint professional development and innovation, showcasing both the individuals and firms which are leading the way in the industry.

“I congratulate this year’s finalists for the contributions they have made to their clients’ lives in the face of particularly challenging circumstances this year”, ifa editor Sarah Kendell said.

Brenton Tong, Director at Climb Wealth said that he was “humbled to be recognised and proud to be named as a finalist in the ifa Excellence Awards Awards 2020.”

“Our approach at Climb Wealth is to put values and ethics at the forefront of all we do. Climb Wealth’s recognition for our excellent contribution to the independent financial advice industry reinforces the strength of our service and dedication to connecting with the community and engaging with clients,” he added.

The winners will be announced at a live stream black tie event on 29 October.  Wish us luck!


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