Awards
We are extremely proud to have been consistently recognised for excellence for over 25 years.
2022
Best Companies #1 financial services company to work for in the UK
Best Companies #3 best company to work for in the North West
Best Companies #4 best mid-sized company to work for in the UK
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
2019
FTAdviser Top 100 Financial Advisers - 17th Place
New Model Adviser
Top 100
The Sunday Times Top 100 Best Small Companies to Work For - 8th Place
Greater Manchester Business Awards CSR Excellence
75 Best Companies to Work For in the North West
North East Cheshire Business Health & Wellbeing
North East Cheshire Business Best Company To Work For
North East Cheshire Business Excellence In Customer Service
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