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.
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