Our accreditations

We are proud to be a multi-award winning, lifestyle-based firm of Chartered Financial Planners, that is accredited to the Pension Transfer Gold Standard providing our clients reassurance in the advice they receive.

Our accreditations

We hold Chartered status

We’re proud to be Chartered Financial Planners in Sutton Coldfield, Birmingham, as awarded by the Chartered Insurance Institute (CII). This is the “gold standard” of financial planning and positions us among the UK’s leading practices. You can be sure you’re working with planners who are ethical, knowledgeable and professional and who will put your interests first.

To secure Chartered status, firms must demonstrate:

The highest levels of technical knowledge through professional qualifications.
A commitment to the ongoing development of our skills and knowledge.
Adherence to ethical conduct.
By working with a firm of Chartered Financial Planners, you can be confident that you will receive the best possible advice, service and support.

Our accreditations

We’ve achieved the Pension Transfer Gold Standard

We are thrilled to have met the criteria to achieve the Pension Transfer Gold Standard awarded by the Personal Finance Society. This is a voluntary code of good practice for safeguarded and defined benefit pension transfer advice, ensuring confidence when transferring out of a scheme.

By working with us, you can be confident that you will receive the best possible advice, service and support when considering transferring out of a defined benefit pension scheme.

The pension Transfer Gold Standard

We're an award-winning team

We’re specialists at working with business owners and those approaching retirement, proven by the number of awards we have won in this area. Our reputation is cemented through Nick Platt’s book, Retireability, which helps people transition from work to retirement.