Our accreditations
Chartered Financial Planners
We are proud to be a Chartered Financial Planning firm, with all of our financial planners holding individual Chartered status. This prestigious gold standard is granted under Royal Charter by the Chartered Insurance Institute (CII).
As a firm, we are additionally assessed as having in place:
- Core values, business practices and a diversity and inclusion policy that aligns with the CII’s Code of Ethics.
- An appropriate professional development programme for our team.
These steps taken to secure this Royal Charter accreditation evidences our dedication and passion to ensure that we strive to make a difference to our clients’ lives.
Download our: What our Chartered status means to you guide to find out more.
Fellow of the PFS
Our directors have completed the Personal Finance Society (PFS) Fellowship programme, making them official Fellows of the PFS. This means they have demonstrated:
- An exceptional level of financial planning achievement
- Evidence of their commitment to professional development
- A commitment to the CII’s code of ethics.
Society of Later Life Advisers
Adrian is accredited by the Society of Later Life Advisers (SOLLA) and recognised by the Personal Finance Society (PFS) as a Later Life Advice Specialist. This means Adrian has the necessary professional qualifications and passed the criteria necessary to demonstrate that he can offer both practical and emotional guidance to help those in need.
Consumer Duty Alliance
We are proud supporters of the Consumer Duty Alliance. This organisation works with practitioners and subject matter experts to help firms promote greater understanding and encourage appropriate behaviours concerning consumer vulnerability.
By aligning ourselves with the Alliance and its Charter, we aim to be seen as a “safe pair of hands” for those in vulnerable positions. You can find out more about how we support people here.
VouchedFor Top Rated
We’re proud to announce that VouchedFor has named us one of their Top Rated Firms in their 2024 guide, distributed by The Times.
VouchedFor is the UK’s leading independent review site for financial advisers and planners, mortgage brokers, accountants, and solicitors. VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. Even better, we are a Top Rated Firm for the second consecutive year.
NMA Top 100 Firm
We are delighted to be named among the Citywire New Model Adviser Top 100 firms in 2024.
The NMA Top 100 celebrates the best firms in the UK’s financial planning community, considering only those firms which demonstrate outstanding service, client care, and forward-thinking advice. Our inclusion in this list reflects our commitment to maintaining the highest standards and reinforces our promise to deliver tailored, high-quality financial advice to our clients.
