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.

We have also won the following awards over the years


DC Investment Innovation of the Year – UK Pension Awards


Best Retirement Adviser – Money Marketing Awards


Highly Commended, At-Retirement Solution Provider – DC Pensions Insight Awards


Top 100 Adviser – New Model Adviser


Winner, Excellence in Retirement Planning – Retirement Planner Awards


Retirement Adviser of the Year – Professional Adviser Awards


Best Annuity/Drawdown Specialist – Money Marketing Awards


Best Retirement Solutions Adviser – Money Marketing Awards