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


Paraplanner of the Year

2018
Mohamad Alrayees
(Paraplanner of the Year – Shorlisted)

Adviser Firm of the Year

2018

(Money Marketing – Highly Commended)

Best Retirement Adviser

2018

(Money Marketing – Highly Commended)

Adviser Firm of the Year (South East) 2018

2018

(Professional Adviser – Shortlisted)

Paraplanner of the Year 2018

2018

(Professional Adviser – Shortlisted)

SIPP Adviser of the Year

2017

Alistair Cunningham

(FT Adviser – Winner)

 

Retirement Adviser of the Year

2017

(Moneyfacts – Finalist)

Best Retirement Adviser

2017

(Money Marketing – Winner)

Pensions Adviser of the Year

2017

Alistair Cunningham

(Unbiased – Winner)

Paraplanner of the Year

2017

Mohamad Alrayees

(Professional Adviser – Winner)