You’re in good company
We’ve worked hard to be recognised for the service we deliver to our clients. Take a look at the awards we have won and those we have been shortlisted for in recent years. Drum roll, please.
North Worcestershire Business Awards 2025
Professional Adviser Awards 2026
Included for the second time: New Model Adviser Top 100
Winner: MoneyAge Awards 2025: Micro Wealth Management Firm of the Year
Schroder UK Platform Awards 2025: Leading Adviser Practice
Shortlisted: Money Marketing Award 2025: Best Retirement Advice Firm
Shortlisted: Moneyfacts Awards 2025: Retirement Adviser of the Year & Tax and Estate Planner of the Year in ILP
PFS Personal Advice Awards 2025: Chartered Financial Planning Firm of the Year: Semi-Finalist
Professional Paraplanner Awards 2025: Jess Sykes, Winner, New Paraplanner of the Year
Herefordshire & Worcestershire Chamber Business Awards 2025: Excellence in professional services
Professional Adviser Awards 2025
Included: New Model Adviser Top 100
Finalist: Shroders UK Platform Awards The Leading Adviser Practice up to 10 Advisers
Finalist: Shroders UK Platform Awards The Leading Adviser for Sustainable Investment
Finalist: Worcestershire Apprenticeship Awards 2024
Shortlisted: MoneyAge Awards 2024: Micro Wealth Management Firm of the Year
Shortlisted: MoneyAge Awards 2024: Financial Adviser Award: Micro Firm of the Year
Commended: Moneyfacts Investment Life and Pensions Awards: Tax and Estate Planner of the Year
Shortlisted: Moneyfacts Investment Life and Pensions Awards: Retirement Adviser of the Year
Finalist: Chamber of Commerce 2024 Awards: Excellence in Professional Services
Shortlisted MoneyAge Awards 2023: Financial Adviser Award: Micro Firm of the Year
Finalist: MoneyFacts Investment Life and Pensions Awards: Tax & Estate Planner of the Year 2023
Professional Adviser Awards 2023
Vouchedfor Top Rated Firm 2023
Vouchedfor Top Rated Adviser 2023
Shortlisted MoneyAge Awards 2022: Financial Adviser Award – Micro Firm of the Year
VouchedFor Top Rated Adviser 2022
Finalist
Adviser Firm of the Year:
South West and Wales
VouchedFor Top Rated Firm 2022
Shortlisted
Moneyfacts Investment Life and Pensions Awards: Retirement Planner 2022
Shortlisted
MoneyAge Awards 2021: Micro Wealth Management Firm of the Year & Financial Adviser Award – Micro Firm of the Year
Shortlisted
Moneyfacts Investment Life and Pensions Awards: Retirement Planner 2021
Shortlisted
Professional Adviser Awards 2021:
Adviser Firm of the Year 2021
VouchedFor Top Rated Adviser 2020
Shortlisted
Retirement Planner Awards 2019:
Best Individual Pension Advice Firm of the Year (Midlands Region)
Shortlisted
MoneyAge Awards 2019: Financial Adviser Award – Micro Firm of the Year
Get in touch, we’d love to help you
If you have any questions or queries, a member of the team will always be able to help. Feel free to use the form below or contact us via phone or email.