In 2016 we were nominated as one of the Top 100 advice firms in the UK by New Model Adviser / Citywire. If you’ve not heard about this award previously, it recognises prominent leaders and outstanding achievements in the UK financial advice community. We are really pleased with the nomination. In a small way it demonstrates the hard work we do for our clients when it comes to financial advice and tax planning.



In early 2017 we were shortlisted as a finalist in The Professional Adviser Awards. The Professional Adviser Awards is an annual ceremony which aims to celebrate excellent and achievements within the Financial Services sector. The awards had the most testing entry criteria yet, with all entrants required to submit an application, detailing their reasons for consideration, along with a real-life case study.

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