Awards

We are extremely proud to have been consistently recognised for excellence for over 25 years.

Investor in Customers 2025

The Investor in Customers award is given to companies who excel in customer experience. The accreditation assesses four key areas of customer service: knowing your customers, understanding their needs, anticipating their future needs, and communicating effectively.

2023

Investor in Customers 2023
New Model Adviser Top 100
FTAdviser Top 100 Financial Advisers
Best Companies #2 financial services company to work for in the UK
Best Companies #14 best mid-sized company to work for in the UK
Best Companies #11 best company to work for in the North West

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2022

North East Cheshire Business Excellence in Customer Service
FTAdviser Top 100 Financial Advisers - 23rd Place
New Model Adviser Top 100
Best Companies #1 financial services company to work for in the UK
Best Companies #5 best mid-sized company to work for in the UK
Best Companies #7 best company to work for in the North West
AdvisoryHQ Top Rated Financial Advisory Firm

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2021

2021 thewealthnet Top Financial Planning Companies
Gold standard award 2021 - Independent Financial Advice (medium to large)
New Model Adviser Top 100
Best Companies #1 financial services company to work for in the UK
Best Companies #7 best mid-sized company to work for in the UK
Money Marketing - Best Financial Education Initiative

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2020

Money Marketing - Best Financial Education Initiative (Advice Firm)
The Sunday Times Top 100 Best Small Companies to Work For - 7th Place
Nintex innovation awards - Industry breakthrough: Financial Planning

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Awards

Investor in Customers 2025

2023

Investor in Customers 2023

New Model Adviser Top 100

FTAdviser Top 100 Financial Advisers

Best Companies #2 financial services company to work for in the UK

Best Companies #14 best mid-sized company to work for in the UK

Best Companies #11 best company to work for in the North West

2022

North East Cheshire Business Excellence in Customer Service

FTAdviser Top 100 Financial Advisers - 23rd Place

New Model Adviser Top 100

Best Companies #1 financial services company to work for in the UK

Best Companies #5 best mid-sized company to work for in the UK

Best Companies #7 best company to work for in the North West

AdvisoryHQ Top Rated Financial Advisory Firm

2021

2021 thewealthnet Top Financial Planning Companies

Gold standard award 2021 - Independent Financial Advice (medium to large)

New Model Adviser Top 100

Best Companies #1 financial services company to work for in the UK

Best Companies #7 best mid-sized company to work for in the UK

Money Marketing - Best Financial Education Initiative

2020

Money Marketing - Best Financial Education Initiative (Advice Firm)

The Sunday Times Top 100 Best Small Companies to Work For - 7th Place

Nintex innovation awards - Industry breakthrough: Financial Planning

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