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.
Shortlisted: MoneyAge Awards 2026: Financial Adviser Award: Micro Firm of the Year
Shortlisted: MoneyAge Awards 2026: Micro Wealth Management Firm of the Year
Finalist: Moneyfacts Awards 2026: Retirement Adviser of the Year, Investment Adviser of the Year & Tax and Estate Planner of the Year
Highly Commended: Chamber Business Awards: Micro Business of the year 2026
Winner: Chamber Business Awards: Excellence in Professional Services 2026
Finalist: Chamber Business Awards: Excellence in Customer Service 2026
VouchedFor Top Rated Firm 2026
VouchedFor Top Rated Adviser 2026: Steve Perera and Dean Poulson
Highly Commended: North Worcestershire Business Awards 2025
Highly Commended: Professional Adviser Awards 2026
Included for the third time: New Model Adviser Top 100
Winner: MoneyAge Awards 2025 - Micro Wealth Management Firm of the Year
Winner: 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
Finalist: Professional Adviser Awards 2025
Adviser Firm of the Year -
Midlands & East Anglia
Included for the second time: 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
Finalist: Professional Adviser Awards 2023
Adviser Firm of the Year -
Midlands & East Anglia
Vouchedfor Top Rated Firm 2023
Vouchedfor Top Rated Adviser 2023: Steve Perera
Shortlisted MoneyAge Awards 2022: Financial Adviser Award – Micro Firm of the Year
VouchedFor Top Rated Adviser 2022: Steve Perera
Finalist: Professional Adviser Awards 2022
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: Steve Perera
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.