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.
Winner
Women in Financial Advice Awards 2021
Financial Adviser of the Year – Midlands and East Anglia – Susie Laws
Winner
Women in Financial Advice Awards 2020
Financial Adviser of the Year – Midlands and East Anglia Susie Laws
Finalist
Professional Adviser Awards 2020
Adviser Firm of the Year – Midlands and East Anglia
Finalist
Professional Adviser Awards 2020
Professional Adviser – Adviser Firm of the Year
Winner
New Model Adviser Top 100 2019
Top 100 UK Wealth Adviser
Winner
Money Marketing Awards 2019
Best Retirement Adviser
Finalist
Money Marketing Awards 2019
Best Investment Adviser
Finalist
Professional Adviser Awards 2019
Tax-Efficient Adviser of the Year
Finalist
Professional Adviser Awards 2019
East Anglia and Midlands Adviser Firm of the Year 2019
Winner
Gold Standard Awards 2019
Award for Financial Advice