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.

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