Our awards

We’re proud of the awards we have won in recognition of the service we deliver to our clients.

winner

New Model Adviser Top 100

Citywire New Model Adviser Top 100 2021

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.

top 100

Best Retirement Advice Firm

Money Marketing Awards 2021

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

We did it again... Retirement Adviser of the Year

HIGHLY COMMENDED

Retirement Adviser of the Year

Investment Life & Pensions Moneyfacts Awards 2021

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.

Find out more

WINNER

Best Retirement Adviser

Money Marketing Awards 2020

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.

WINNER

Retirement Adviser of the Year

Investment Life & Pensions Moneyfacts Awards 2020

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.

FINALIST

Retirement and Later Life Specialist of the Year 2020

Personal Finance Society Awards

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.

WINNER

New Model Adviser Top 100

Citywire New Model Adviser Top 100 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.

WINNER

New Model Adviser Top 100

Citywire New Model Adviser Top 100 2019

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.

Find out more

WINNER

Retirement Adviser of the Year

Investment Life & Pensions Moneyfacts Awards 2019

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.

Find out more

HIGHLY COMMENDED

Retirement Adviser of the Year

Money Marketing Awards 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.

Find out more

winner

New Model Adviser Top 100

Citywire New Model Adviser Top 100 2018

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.

Find out more

contact us

We’re here to help

0121 313 1370
The Cruck Barn
20 Country Park View
Sutton Coldfield
B76 1TE

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