About us

Our awards

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.

Included: New Model Adviser Top 100
Commended: Moneyfacts Retirement Adviser of the Year
Highly Commended: Shroders UK Platform Awards The Leading Adviser Practice category
Winner MoneyAge Awards 2023: Micro Wealth Management Firm of the Year
Shortlisted MoneyAge Awards 2023: Financial Adviser Award: Micro Firm of the Year
MoneyFacts Investment Life and Pensions Awards Retirement Planner 2023
Professional Adviser Awards 2023
Vouchedfor Top Rated Firm 2023
Vouchedfor Top Rated Adviser 2023
Winner MoneyAge Awards 2022: Micro Wealth Management Firm of the Year
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.