Our awards

The Money Marketing Awards are the premier financial services awards that recognise, reward and bring together the industry’s leading advisers and providers.

We have been awarded highly commended in the ‘Retirement Adviser of the Year’ category for 2023.

We are delighted for the fifth year running to be included in Citywire Top 100 adviser firms for 2022 celebrating the best of the professional financial planning community.

Entrants to the Top 100 are awarded points on criteria approved by AKG, an independent provider of assessment, ratings, information and market assistance to the financial services industry. They look for firms that deliver excellent advice, support their clients and the wider community, and take good care of their staff.

For the fourth year running, we are delighted to be included in the New Model Adviser Top 100 firms across the UK for 2021.

The methodology used for compiling the list considered our team’s qualifications, commitment to the advice profession, together with looking at the effect the pandemic was having on clients and the support from advisers.

We have won ‘Best Retirement Adviser’ at the Money Marketing Awards 2021. This is a superb result for the team.

The Moneyfacts Awards is a highlight of the personal finance industry calendar. Rigorous monitoring is carried out during the preceding year to determine the winners.

We have been awarded highly commended in the ‘Best Retirement Adviser’ category for 2021.

We are delighted to have won ‘Best Retirement Adviser’ at the Money Marketing Awards 2020.

This gold standard award recognises the hard work, expertise, professionalism and dedication shown by the team.

We are delighted to win Retirement Adviser of the Year at the Investment Life & Pensions Moneyfacts Awards.

We provided client and provider testimonials, making this award extra special. This brings more deserving recognition for the team and further demonstrates the value we give to our clients in providing retirement financial advice.

We are delighted to have been recognised at the Personal Finance Society Awards and be chosen as a finalist for the Retirement and Later Life Specialist of the Year 2020.

Once again, we have been included in the New Model Adviser Top 100 firms across the UK for 2020.

The methodology used for compiling the list considered our team’s qualifications, commitment to the advice profession, together with looking at the effect the pandemic was having on clients and the support from advisers.

We have been included in the New Model Adviser Top 100 firms across the UK for 2019. We are one of only 13 Midlands businesses listed.

The listing criteria is judged on firms who are doing a great job for clients as well as contributing to the profession. We were quizzed about staff training, client education and diversity as well as many other areas.

The Moneyfacts Awards is one of the highlights of the personal finance industry calendar. Rigorous monitoring is carried out during the preceding year to determine the winners.

We have been awarded highly commended in the ‘Best Retirement Adviser’ category for 2019.

The Money Marketing Awards are the premier financial services awards that recognise, reward and bring together the industry’s leading advisers and providers.

We have been awarded highly commended in the ‘Retirement Adviser of the Year’ category for 2019.

We are thrilled to have been included in the New Model Adviser Top 100 UK Advisory Firms for 2018. This is a testament to our team’s dedication and hard work.

The methodology used for compiling the list considered our team’s qualifications, commitment to the advice profession, sharing best practices and a clear growth strategy.