Awards & Accreditations


One of the first firms to be awarded the prestigious "Chartered Financial Planners" status, we are proud to hold many independent accolades as to our professional excellence


Pensions Adviser of the Year

2017

Alistair Cunningham

(Unbiased – Winner)

Paraplanner of the Year

2017

Mohamad Alrayees

(Professional Adviser – Winner)

Listed in Top 100 UK Financial Adviser Firms

2016

(New Model Adviser/Citywire)

This accolade recognises firms demonstrating the development of best practice, qualifications, commitment to the profession and the extent of re-investment in to the business

 

Adviser Firm of the Year (South East)

2017

(Professional Adviser – Finalist)

Retirement Adviser of the Year

2016

(Moneyfacts – Finalist)

Best Retirement Adviser

2016

(Money Marketing – Finalist)

Best Paraplanner

2016

(Money Marketing – Finalist)

Citywire Top 100

2015

Adviser Firm of the Year (South East)

2015

(Professional Adviser – Winner)

Retirement Adviser of the Year

2015

(Moneyfacts – Finalist)