Accreditations and Awards
Our accreditations reflect what we care about most: doing right by you. They’re a sign of our commitment to high standards, trusted service, and the professionalism you can expect.
Chartered Financial Planners
Chartered financial planners have made a joint public commitment with the CII to deliver the highest standards of professionalism, then placed a public badge on that commitment. The Chartered badge proudly tells you when a professional has made a public commitment to putting you first. The badge says it all.
Citywire Top 100
We’re thrilled to announce that we’ve been named one of Citywire’s Top 100 financial planning companies for 2024.
This recognition celebrates the best of the professional financial planning community, and we’re proud to be included alongside the other outstanding firms.
We have been recognised in part for our commitment to promoting the profession through initiatives like our adviser academy and work experience, our focus on improving communications to better inform our clients, and the incredible impact of our charity events throughout the year.
Intelliflo
We are delighted to have won “Best use of Intelliflo office in helping you grow” at the Intelliflo Connected event.
Our head of change and development, Steve Oakley, was at the event, and was presented with a trophy by Sir Clive Woodward. The award is now proudly displayed in the reception of our Ewloe offices.
This award is testament to the hard work and dedication that our team have put in to get more out of the Intelliflo system.
