Our Awards

/Our Awards
Our Awards2018-10-02T09:50:22+00:00

Our Awards

Our awardsThe financial services industry is competitive, so we are proud that we have been consistently recognised for our expertise and high standards of service through a wide range of awards.

2018

  • Winner, ‘Financial Business of the Year’, Red Rose Awards
  • Finalist, ‘Medium Business of the Year’, Red Rose Awards
  • Finalist, ‘Professional Service Business of the Year’, Be Inspired Business Awards (BIBAs) (North West Chamber of Commerce)

  • ‘Top 5 North of England Adviser’, New Model Adviser
  • Finalist, ‘National Investors in People Award’, Gold Employer of the Year 50-249 employees

  • Finalist, Medium Business of the Year, Be Inspired Business Awards (BIBAs) (North West Chamber of Commerce

2017

  • Top 100 UK Adviser’, New Model Adviser

2016

  • Top 100 UK Adviser’, New Model Adviser

  • Investors in People Gold Standard

  • Winner, ‘Financial Business of the Year’, Red Rose Awards

  • Winner, ‘Professional Practice of the Year’, Be Inspired Business Awards (BIBAs) (North West Chamber of Commerce)

  • Winner, ‘Excellence in Corporate Social Responsibility’, BIBAs

  • Finalist, ‘Corporate Social Responsibility’, Red Rose Awards

  • Finalist, ‘IFA Firm of the Year (North Region)’, New Model Adviser Awards

  • Finalist, ‘Pension Adviser of the Year’, Corporate Adviser Awards

  • Four IFAs listed in UK Top 250 rated Independent Financial Advisers (Sunday Times Survey)

2010, 2013, 2016, 2017

  • Investors in People Gold Standard (one of the first IFAs in the country to be awarded Gold)

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