Awards & achievements
We are extremely proud to have been consistently recognised for excellence for over 20 years.
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
2018
75 Best Companies to Work For in the North West
The Sunday Times Top 100 Best Small Companies to Work for - 9th Place
Greater Manchester Business Awards Employer of the Year
New Model Adviser Top 100 2019
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