Awards and accreditations

Pension Transfer Gold Standard

This is a Personal Finance Society voluntary code of good practice for safeguarded and defined benefit pension transfer advice that is based around a set of nine principles. The code was introduced to help ensure you understand the importance of good advice and have confidence that you are dealing with a firm that is committed to high standards of client care.

Investor in Customers Silver Award

This industry-wide recognised accreditation promotes trust and the reassurance of our brand while demonstrating how customer-centric we are. To achieve this, Investor in Customers performed a 360 assessment of the experience we offer versus their CX framework through our key stakeholders: customers, employees, management and an independent IIC review.

VouchedFor Top Rated Adviser status

We’re featured on VouchedFor, the UK’s leading customer review site for financial advisers and planners. Our advisers’ Top Rated status on VouchedFor is evidence of the high regard they’re held in by clients just like you.

2025 Shortlisted Industry Awards

We’re thrilled to announce that we’ve been shortlisted for two prestigious awards: Financial Adviser of the Year – Small to Medium Firm at the MoneyAge 2025 Awards and Best Retirement Advice Firm at the Money Marketing 2025 Awards. The winners will be announced later this year — stay tuned!