"An excellent service all round. We mainly dealt with Charlie and had help from Zoey too. Great knowledge and advice regarding pensions. Cannot fault it at all. If was possibly to give 11 out of 10 we would. Would highly recommend."
Our Awards
Professional Adviser - North East Adviser Firm of the Year
Winners 2014, 2015, 2016, 2018, 2022. Finalists 2023 & 2024.
This award highlights firms who evidence outstanding advice processes and internal commitment to best practice among staff. To win this award, firms also have to demonstrate how they contribute to the financial planning profession more widely through external initiatives.
Professional Adviser – Best IFA to Work for
Winners 2017, 2018, 2019, 2020, 2021, 2022, 2023 & 2024.
Best Financial Advisers to Work For is a research-driven programme that examines a firms practices, programmes and benefits and surveys employees for their perspective. Only firms who meet a certain criteria are considered for this award.
New Model Adviser – Top 100
Winners 2015, 2016, 2017, 2018,2019, 2020, 2021, 2022, 2023
The New Model Adviser Top 100 showcase the best firms in the profession. This accolade is only awarded to firms who; focus on getting the best outcomes for clients; give back to their local community and; those who support the growth of the profession.
Money Marketing – UK Adviser Firm of the Year
Winners 2018. Finalist 2022
This award recognises the best advisers the country has to offer. This accolade is not awarded lightly and several shortlisting rounds occur before the judges decide on a winner. The culmination of hard work, effort and the rigorous judging process associated with these Awards ensures that winning really is a mark of excellence.
Yorkshire Financial Awards – Financial Adviser Team of the Year
Finalist 2021
This award is open to financial advice firms in Yorkshire who demonstrate diversity and innovation. In particular, they are looking at firms who use technology to elevate their offering above and beyond their competitors.
Yorkshire Financial Awards – Independent Financial Adviser of the Year
Finalists 2021, 2022
This accolade is awarded to Yorkshire based Indepdent Financial Advisers who evidence knowledge, experience and expertise and who strive for excellence in customer service.
Money Marketing - Best Financial Education Initiative
Finalists 2021
This award acknowledges our effort in addressing the gap in school curricula by creating a comprehensive 12-part animated video series. Tailored for ages 9-16, it covers vital financial topics like insurance, pensions, tax, NI, wages, and pay structures. You can find it here.
Money Marketing - Best Retirement Advice Firm
Finalists 2021
The "Best Retirement Advice Firm" award is a testament to our client-centric approach, delivering exceptional service and tailored solutions throughout the retirement journey. We prioritise understanding individual circumstances, ensuring innovative and personalised outcomes.
STEP - Financial Adviser Team of the Year
Finalists 2015
This award applies to financial advisers who offer advice on financial planning matters and recommend suitable financial products especially designed for private clients, trusts and charities.
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