Client reviews
Working Feedback
Excellent rating from over 1600 reviews
Google Reviews
Rated 4.9 on average across all Google reviews
Our accreditations
Investors in Customers
Gold accreditation and recognised as 'A Company That Cares'
Cyber Essentials Certified Plus
We earned Cyber Essentials Plus, showing our security is independently tested, threat‑resilient, and committed to protecting our systems and clients.
Neurodiversity in Business
We educate, support and unlock the unique contribution that neurodiverse people bring.
Consumer Duty Alliance
We deliver and support the delivery of constantly good outcomes to inspire confidence and trust.
Financial Vulnerability Charter
We commit to a respectful, inclusive, and transparent service for clients in vulnerable circumstances.
Diamond status – Payroll Giving
We create lasting positive change in our payroll giving programme through the generosity of our team and The Equilibrium Foundation.
Institute for Financial Wellbeing Corporate member
We focus on understanding what our clients truly want from their money to help them feel happier, more fulfilled, not just wealthier.