Accreditations and awards

Chartered Financial Planners

Awarded by the CII, the Chartered accreditation is the “gold standard” for financial planning firms. Being Chartered financial planners signifies a commitment to excellence and professionalism in the financial services profession.

For clients, this designation translates to assurance and peace of mind, as we must adhere to the highest ethical standards and undergo rigorous training and continuous professional development. Ultimately, the designation symbolises trust, integrity, and expertise, ensuring that you receive the highest level of service and guidance to navigate your financial journey with confidence.

Pension Transfer
Gold Standard

This voluntary code of good conduct is the “gold standard” and shows that we adhere to a set of principles. As a result, you can be confident that you are dealing with an ethical firm that has your best interests at heart when receiving financial advice in relation to whether you should transfer your pension.

FTAdviser Top
100 Advisers 2021

We were named one of FTAdviser’s Top 100 Financial Advisers for 2021, a snapshot of some of the best advice firms in the country. The list is compiled based on Financial Clarity data from ISS Market Intelligence, a leading provider of data, analytics, and insight solutions to the global financial services industry.