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We are an award winning firm, who have won numerous accolades including the following.

We won Investment Week’s Gold Standard Award in the ‘Independent Financial Advice’ category. The judges were particularly impressed by our concept of helping clients achieve Financial Freedom.

The Gold Standard Awards acknowledge financial services companies that go the extra mile to serve their customers and build confidence in the sector – rewarding businesses that display consistent standards of excellence in service, capability, trust, financial strength and fair value.


We were awarded Top Financial Planning Companies (IFA) 2018 for the 9th consecutive year by thewealthnet/Private Client Practitioner. This is a rare achievement.

thewealthnet was established in 2013 and is the world’s leading online wealth management newswire that provides senior wealth management professionals with global industry news as it happens.


We are listed among the country’s top 100 financial advice firms by New Model Adviser for the third consecutive year.

Every year, the outlet not only looks at business data such as assets under advice, turnover and adviser numbers; it also evaluates other important aspects such as client treatment, staff development and a forward-thinking attitude to rank the most up-and-coming and fastest developing firms.


We were awarded Top Firm Executive in Mortgage Intelligence’s 2018 Awards.

Mortgage Intelligence (incorporating Mortgage Intelligence, Mortgage Next, FYB Network and Next Intelligence mortgage club) are an award winning mortgage and insurance network who have been providing broker support for over 20 years.


Our Business Director, Fiona Oliver, has been ‘Highly Commended’ in this year’s Women in Financial Advice Awards, in the ‘Team Leader of the Year’ category.

These awards recognise and celebrate the achievements of women working within the financial advice sector, focusing on individuals who lead the way in their chosen sphere. In addition, these awards also strive to encourage and inspire more women to join this sector.


For eight consecutive years (2010 – 2017), we have been awarded Top 25 Financial Planning Company (previously Independent Financial Adviser) status by the wealthnet/Private Client Practitioner.

thewealthnet is the news service for wealth managers and private bankers.


Our Business Director, Fiona Oliver, was recognised as a Power Returner among 50 senior figures in the Timewise Power 50 awards.

The awards aim to shift opinion about flexible working – proving it’s no barrier to success, and helping make flexibility the new normal. The result is a varied, vibrant list of talented individuals and forward-looking companies who are changing the face of flexible working in the UK, and acting as role models for future generations.

For further information on how we can help you build and protect your wealth, please contact us.

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