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Recognition
We’re one of a small group of UK firms who hold both Chartered and Accredited status, but our achievements don't stop there.
As a firm, we hold Chartered Financial Planners status
Attaining Chartered status isn’t just a badge of honour; it’s a testament to our team’s unwavering dedication to excellence.
Considered the “gold standard” of financial planning, it means you can be confident that you are dealing with one of the UK’s leading planning practices, which is committed to providing you with the best possible advice, service and support.
We have also achieved Accredited Financial Planning Firm status
Awarded by the Chartered Institute for Securities & Investment, Accredited status reflects our commitment to upholding the highest standards of professionalism and excellence in financial planning.
We adhere to rigorous ethical and professional standards, ensuring transparency, integrity, and client-centric practices in all our dealings. You can trust that your financial wellbeing is in capable hands.
Our award wins
Citywire New Model Adviser 2024 – Best Adviser West Midlands
Certified Financial Planning Professional of the Year Award 2023
New Model Adviser Top 100, 2017-2023
Money Marketing Awards 2019 – Small Advice Firm of the Year
We hold the Cyber Essentials certification
We take cybersecurity very seriously. So, we are delighted to have been awarded the Cyber Essentials certification.
When you see the Cyber Essentials badge, you can feel confident that you are dealing with a company that takes the security, confidentiality, and integrity of your data seriously, and has taken all necessary measures to protect it against cyberattack.