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


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)

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)