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


Retirement Adviser of the Year

2019

(Moneyfacts – Finalist)

Best Retirement Adviser

2019

(Money Marketing – Finalist)

Best Individual Pensions Advice Firm of the Year Award

2019

(Retirement Planner – Finalist)

FT Adviser Top 100 Financial Advisers 2019

2018

(FT Adviser – #11)

Adviser Firm of the Year (South East) 2019

2019

(Professional Adviser – Finalist)

Paraplanner of the Year

2018
Mohamad Alrayees
(Paraplanner of the Year – Shortlisted)

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)