Awards

We’re proud to have been the recipients of a number of industry awards, as well as shortlisted for many more. Take a look at some of our accolades below.

Wealth and Finance Retirement Planning Awards 2022

Best UK Pension Transfer Advisors 2022

International Adviser Best Practice Adviser Awards 2021

Excellence in Professional Development

Money Marketing Awards 2021

Jordan Yardley - Shortlisted nominee for Best Paraplanner

International Adviser Best Practice Adviser Awards 2020

Excellence in Professional Development

The Professional Adviser New Talent Awards 2020

2020 Paraplanner of the Year - Jordan Yardley (Paraplanning Manager, Epsom office)

International Adviser Best Practice Adviser Awards 2019

Excellence in Professional Development 2019

Surrey Business Awards 2019

Winner - Professional Services Award
Runner up – SME Award

Professional Adviser Women in Financial Advice Awards

Steph Mills – Shortlisted nominee