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