Awards and accreditations

Everyone likes winning awards, and we’re lucky to have won a number of them and to have been recognised as finalists on many occasions throughout the years.

You’re supported by a Chartered firm

After years of hard work, individually and as a team, we achieved Chartered status in 2019. This places us among a select group of firms recognised for upholding the highest standards of professionalism and expertise within the financial planning profession. While we’re proud of this achievement, its real value lies in what it means for our clients.

Recognised

VouchedFor Top Rated Firm 2025
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Winner

Women in Financial Advice Awards 2021

Financial Adviser of the Year – Midlands and East Anglia – Susie Laws

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Winner

Women in Financial Advice Awards 2020

Financial Adviser of the Year – Midlands and East Anglia Susie Laws

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Finalist

Professional Adviser Awards 2020

Adviser Firm of the Year – Midlands and East Anglia

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Award-winning financial advice.

Included

New Model Adviser Top 100 2024

Citywire recognition for Fiducia Wealth Management

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Award-winning financial advice.

Included

New Model Adviser Top 100 2019

Top 100 UK Wealth Adviser

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Winner

Money Marketing Awards 2019

Best Retirement Adviser

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Finalist

Money Marketing Awards 2019

Best Investment Adviser

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Finalist

Professional Adviser Awards 2019

Tax-Efficient Adviser of the Year

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Finalist

Professional Adviser Awards 2019

East Anglia and Midlands Adviser Firm of the Year 2019

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Winner

Gold Standard Awards 2019

Award for Financial Advice

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