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.

Meet the Team

You deserve a higher standard of professional advice. As Chartered financial planners, we’re committed to delivering that. Discover more about our team and why the north-west is at the heart of what we do.

Take me there

Meet the Team

Giving Back

Giving something back to people and communities that need it is part of who we are. From fundraising to volunteering, we’re proud to support causes close to our hearts and make a difference where it really counts.

Take me there

Giving Back

FAQs

Financial planning can feel needlessly complex. Our FAQs address common queries about our services, fees, and processes to help you feel informed every step of the way.

Take me there

FAQs

Insights

The better you understand the world of finance, the easier you’ll find it to make sound financial decisions. Get all the latest news, views, commentary, and analysis here.

View all insights

Gifting Your Home To Avoid IHT – A Costly Mistake?

‘If my house is going to be subject to Inheritance Tax anyway, why not gift it to my children now and take it out of the estate?’ This is one of the most misunderstood and poorly executed estate planning strategies. In this video, we walk you through the main pitfalls, explain when this approach does and doesn’t work for Inheritance Tax planning, and highlight the risks, including the loss of control, that are often overlooked and could cost you far more than you expect.

Trump and Iran – Why We’re Not Worried

Over the weekend, we saw events escalate in Iran and across the Middle East. In this video, our Chief Investment Officer, Scott Osborne, sits down with Jessica Creasey to discuss developments, including the implications for oil prices and ultimately, why our investors shouldn't be worried.

How to Avoid the 60% Tax Trap

If you earn over £100,000, you could be paying an effective 60% tax rate, without even realising it! It’s a stealth tax, not writ large in HMRC’s tax tables, but triggered by the quiet withdrawal of your personal allowance. In this video, we’ll explain how this hidden rate works, how to find out if you may be impacted, and, most importantly, what you can do to avoid it, changing a 60% tax rate into 60% tax relief!

Your stories

Our clients mean everything to us, and we’re delighted some of them have shared their stories for all to see. Discover why they’re happy to recommend us to others.

Show me more