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.
Investment Life & Pensions Moneyfacts Awards 2025
Finalist - Investment Adviser of the Year
Professional Adviser Awards 2025
Finalist - Adviser Firm of the Year – South East
IFA Excellence Awards 2024
Winner - Best Financial Advice Employer of the Year
IFA Excellence Awards 2024
Finalist - Client Services Co-ordinator of the Year – for Lauren Watts.
Shortlisted MoneyAge Awards 2024
Small to Medium Financial Adviser Firm of the Year
Wealth and Finance International Retirement Planning Awards 2024
Best International Financial Planning Services Company 2024
Worldwide Finance Awards 2023
International Finance Retirement Planning Firm of the Year 2023 - Australia
Wealth and Finance Retirement Planning Awards 2023
Most Trusted UK Pension Transfer Advisers 2023
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