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.
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.
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