Who we are


Our accolades demonstrate our expertise in the field of financial planning.

In 2016 we were nominated as one of the Top 100 advice firms in the UK by Citywire’s New Model Adviser. This award recognises prominent businesses and outstanding achievements in the UK financial advice community.

In both 2017 and 2018 we were shortlisted as finalists in The Professional Adviser Awards. The Professional Adviser Awards is an annual ceremony which celebrates excellence and achievements within the financial services sector. These 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. We were very proud to be finalists two years in a row.

In 2018 we’re thrilled that for the second time we’ve been named one of New Model Adviser’s top 100 firms, positioning us as one of the leader’s in the financial planning sector.

What do our clients have to say?