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.
Women In Finance – Wealth Manager of the Year 2022
Jane O’Hara – Winner
PFS Chartered Financial Planning Firm of the Year 2021
Money Marketing Advice Firm of the Year 2021
New Model Adviser Top 100 2020
PFS Chartered Financial Planning Firm of the Year 2020
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
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