Bite sized bits – Inheritance Tax (IHT)
Posted in Financial Planning,on 15.08.23 Read IHT stands for Inheritance Tax and is a tax that is levied on the estate of deceased individuals in the UK. The tax is based...
Awards
We are a multi-award winning team of wealth advisers. Our awards span many years and cover investments, advice and company adviser achievements. Discover our range of wealth management awards below.
Winner
October 2020
Financial Adviser of the Year: Midlands and East Anglia - Susie Laws
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October 2020
Finalist
January 2020
Professional Adviser Awards - Adviser Firm of the Year for the Midlands & East Anglia
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January 2020
Winner
November 2019
Gold Standard Award for Financial Advice
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November 2019
Winner
October 2019
Top 100 UK Wealth Adviser 2019
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October 2019
Winner
July 2019
Best Retirement Adviser
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July 2019
Finalist
June 2019
Best Investment Adviser
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June 2019
Finalist
February 2019
Tax-Efficient Adviser of the Year
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February 2019
Finalist
February 2019
East Anglia & Midlands Adviser Firm of the Year 2019
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February 2019
Commended
June 2018
Best Investment Adviser
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June 2018
Winner
February 2018
East Anglia & Midlands Adviser Firm of the Year
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February 2018
Finalist
September 2017
Tax & Estate Planner of the Year
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September 2017
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December 2016
Top 100 UK Wealth Adviser 2016
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December 2016
Winner
September 2016
Life Pensions Investment Adviser Of The Year 2016
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September 2016
Finalist
June 2016
Small Advisor of the Year, Best Investment Advisor and Best Retirement Advisor
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June 2016
Finalist
November 2015
East Anglia & Midlands Adviser Firm of the Year 2015
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November 2015
Runner Up
May 2015
Best Retirement Adviser
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May 2015
Winner
May 2015
Best Investment Adviser 2015
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May 2015
Finalist
February 2015
East Anglia & Midlands Adviser Firm of the Year
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February 2015
Runner Up
March 2014
Best Investment Adviser 2014
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March 2014
Runner Up
March 2014
Best Small Company IFA 2014
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March 2014
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November 2013
Top 100 UK Financial Adviser 2013
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November 2013
Finalist
October 2013
Best Investment Adviser October 2013
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October 2013
Finalist
March 2013
Best Investment Adviser 2013
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March 2013
Winner
March 2013
Best Small Company IFA 2013
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March 2013
Commended
October 2012
Money Facts Good Advice Awards October 2012
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October 2012
Winner
September 2012
Top 100 UK Financial Adviser 2012
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September 2012
Finalist
August 2012
Best Investment Adviser August 2012
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August 2012
Finalist
January 2012
Best Investment Adviser January 2012
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January 2012
Winner
January 2009
Adviser Award for the East of England
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January 2009
Finalist
Professional Adviser - Adviser Firm of the Year
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Nominated
City of London Wealth Management Awards
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