Awards

Our main focus is always on our service and clients rather than ourselves, however as a reflection of the experience of our team and the level of service we provide, we are delighted with our recent success at these distinguished awards.

2018

We achieved the New Model Adviser of the Year (Scotland & NI) 2018 for the second successive year and our paraplanning team were highly commended in the recent Professional Paraplanning Awards 2018 recently held in London in June.

2017

We were awarded the New Model Adviser of the Year (Scotland & NI) 2017. The New Model Adviser Awards reward the best firms in financial planning across the UK. Entrants are judged on business performance and processes, professional qualifications, client education, communication, recruitment and involvement in the Financial Planning profession.

2016

In 2016 we were highly commended finalists in the Professional Adviser Awards, finalists in the Retirement Planner Awards and the New Model Adviser Awards.

We were delighted to be announced as Accredited Financial Planning Firm 2016 at the recent CISI Recognising Excellence Awards, one of the most prestigious accolades in the industry, only open to Accredited Firms, more details of which can be found here.

2015

In 2015 we were highly commended as finalists in the national Recognising Excellence Awards, for the Financial Planning Industry run by the Institute of Financial Planning (IFP which is now part of the Chartered Institute of Securities and Investments, CISI).

We were also finalists in the Professional Adviser Awards.

Make Dreams Happen

Not sure about Financial Planning or how it could help you? Join us for Financial Planning Week between 3rd - 10th October. We have a limited number of free surgeries available at our offices with our team of experts. Click here for more details or to make a booking.

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