Awards and accreditations

We are proud to be a highly qualified team with an award-winning impact. Find out more about our accolades in financial services.

Chartered Financial Planners

As awarded by the Chartered Institute (CII), we became a firm of Chartered Financial Planners back in 2007 – one of the first in the North West to do so. Since then, we have continued to fully embrace the Royal charter and put it at the core of our professionalism.

Our commitment to continued development and the highest quality of financial advice is just one of the reasons why our clients choose to work with us.

Fellows of the PFS

Many of our financial planners are qualified members and fellows of the Personal Finance Society (PFS).

By having completed the Fellowship programme – the highest designation by the PFS – they have demonstrated an excellent level of financial planning achievement, alongside a commitment to continued professional development.

 

Our awards

PFS Chartered Financial Planning Firm of the Year 2021

Finalist

Money Marketing Advice Firm of the Year 2021

Finalist

New Model Adviser Top 100 2020

PFS Chartered Financial Planning Firm of the Year 2020

Finalist

New Model Adviser Top 100 2019

New Model Adviser Top 100 2018

PFS Chartered Financial Planner of the Year 2017

Phillip Rose – Winner

Investment Life & Pensions Moneyfacts Award

Retirement Adviser of the Year – Finalist

Top 25 Financial Planning Companies 2013, 2014, 2015

TheWealthNet

Wealth & Money Management Awards

Best UK Financial Planners for Trustee Advice – 2014 & 2015

Best for Proactive Financial Planning – 2015

PFS Chartered Financial Planner of the Year 2016

Phillip Rose – Finalist

Top 25 Financial Planning Companies 2014

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