As a firm, we strive for excellence. Our awards demonstrate our expertise in the field of financial planning.

New Model Adviser Top 100 - 2019

Once again, we are delighted to confirm we have been included in the New Model Adviser Top 100 firms across the UK for 2019. We are also very proud to report that 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 the profession as a whole. To make the list we have been quizzed about staff training, client education and diversity as well as many other areas.

The Moneyfacts Finance Awards

The Moneyfacts Awards is one of the highlights of the personal finance industry calendar. Rigorous monitoring is carried out throughout 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

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.

New Model Adviser Top 100

We are delighted to again be included in the New Model Adviser Top 100 UK Advisory Firms for 2018. We were the only firm from the West Midlands to be included.

New Model Adviser is a Citywire publication, and the methodology used for compiling the list considered qualifications among staff, commitment to the advice profession, sharing best practice and a clear growth strategy.

To be included in this list of high calibre top 100 UK firms is a real honour; a testament to our team’s dedication and hard work. However, things will only get better as we plan further proposition and technological improvements into 2019 that will further enhance client value and experience.