Accreditations & Awards
A partner you can trust
It says a lot that we’re accredited by the Chartered Institute for Securities and Investments (CISI).
It sets standards of professional excellence and integrity for the securities, investment and Financial Planning industry and anyone who holds this accreditation has to meet its vigorous ethics, experience, competence and professional practice standards.
Currently, fewer than 80 firms in the UK hold this accreditation, so you can see how special it is.
When it comes to our people, you can be sure we have all the experience and expertise to guide you through some of life’s most important decisions.
Our Managing Director, Keri Carter, is a Certified Financial Planner™. That means she’s well qualified to help you make informed decisions about what you want from life, both now and in the future.
It also means she’s been tested to make sure she can meet rigorous international competency, ethical and professional practice standards. Keri also holds the Society of Trust and Estate Practitioners (STEP) Certificate for Financial Services – Trusts & Estate Planning.
Our impressive awards tally is also something we’re incredibly proud of.
It shows our commitment to providing a first-class service and our drive to always go above and beyond what’s expected of us.
Our accolades to date include:
Winner: International Adviser Best Practice Adviser Awards - Excellence in Business Strategy 2022
Winner: International Adviser Best Practice Adviser Awards - Excellence in Client Service 2021
Commended: Moneyfacts Tax and Estate Planner of the Year 2021
Finalist: Moneyfacts Tax and Estate Planner of the Year 2021
Nominated: Women in Financial Advice Awards 2021- Woman of the Year – Vulnerable Client Care
Finalist: Professional Adviser Awards 2021 - Best Vulnerable Client Care Award
Selected: New Model Adviser Top 100 Firms 2020
Finalist: Women in Financial Advice Awards 2019 - Mentor of the Year
Winner: Institute of Financial Planning, Inaugural CFP Professional of the Year, 2014
Winner: Tony Sellon "Good Egg" Award 2017
Shortlisted: NS&I Premium Bond Winner Preferred Adviser
Finalist: Moneyfacts Tax and Estate Planner of the year 2020
Finalist: Accredited Firm of the Year 2018
Highly Commended: Accredited Firm of the Year 2017
Finalist: Money Management IHT Planner of the Year 2017
Selected: New Model Adviser Top 100 2016
Finalist: Moneyfacts Tax and Estate Planner of the Year 2016
Commended: Moneyfacts Tax and Estate Planner of the Year 2015
Finalist: Moneyfacts Tax and Estate Planner of the Year 2015
Finalist: Institute of Financial Planning David Norton Building Excellence Award
Finalist: UK’s Best Office Award
Finalist: Financial Planner of the Year – selected categories
Winner: Institute of Financial Planning Branch Chairman of the Year
Winner: Tony Sellon Award for Outstanding Contribution to Financial Planning
Judge: Financial Planner of the Year Awards
Panel Expert: Financial Times’ Money Makeover
