Accreditations and awards

Our accreditations

We work hard to ensure that we’re up to date with legislation and accreditations to give our clients the best possible service. We’re incredibly proud of our numerous accreditations and membership of professional bodies.

Chartered Financial Planners

Awarded by the Chartered Insurance Institute. Chartered status shows that we’re publicly committed to a customer-first approach and values that align with a professional Code of Ethics. It also means we’ll provide solutions relevant to your needs while maintaining our knowledge through qualifications and ongoing professional development.

What this means for you

Accredited Financial Planning FirmTM

We’re one of only a handful of firms that have also been awarded Accredited status. This is a formal recognition of our commitment to the highest ethical and professional standards in financial planning for our clients. It also shows that we provide a full financial planning service that encompasses cashflow modelling as standard.

What this means for you

Cyber Essentials

We take cybersecurity and client data confidentiality extremely seriously. Cyber Essentials is a government-backed scheme to help businesses improve their defences and demonstrates a commitment to cyber security. This certification addresses protection against hacking, phishing and password guessing.

Women in Finance Charter

We’re passionate about encouraging more women into our profession, which is generally still predominantly male. Therefore, we’re proud to support the Women in Finance Charter. It helps improve opportunities and progression for women and ensures that talent rises to the top, regardless of gender.

Our awards

You just can’t beat the feeling of knowing that the services we provide for our clients have been highly recommended within the financial services profession.

New Model Adviser Top 100

We’re proud to have made the New Model Adviser Top 100 UK Adviser list for the past nine years. The award recognises outstanding achievements and prominent leaders in the UK financial planning profession.

Excellence in Client Service – International Adviser Best Practice Adviser Awards 2020

We’re extremely proud to have won the award for Excellence in Client Service in 2020. This award is a testament to the team’s hard work, passion and commitment to delivering the absolute best service to our clients.

CISI David Norton Building Excellence Award 2019 – Highly Commended

This award believes a firm must show great ambition and vision for their business and provide quality advice and excellent service to their clients. Although we didn’t win the award, to be Highly Commended is a fantastic accolade we’re extremely proud of.

Best Adviser Support Team – International Adviser Best Practice Adviser Awards 2019

We recognise the importance of having a highly qualified and committed team behind the scenes. The award firmly reflects our team’s commitment, hard work and passion to provide the best possible service and outcomes for our clients.

Citywire Top 100

Citywide Top 100 celebrates the best of the professional financial planning community. We are delighted to be included within this list.

VouchedFor Certificate of Excellence

VouchedFor is the UK’s leading review site for Financial Advisers, Mortgage Advisers, Solicitors and Accountants. From reviews from her clients Nicola Watts has achieved a Certificate of Excellence. View her Certificate here.

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