Accreditations

We pride ourselves on our accreditations and industry recognition.

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Chartered Financial Planners

We are proud holders of the prestigious Chartered status, accredited by the Chartered Insurance Institute (CII) – the industry’s ‘gold standard’ for firms of financial planners in the UK.

We are one of just 14% of UK IFA firms (as of September 2021) to hold this accreditation, which is proof of our commitment to higher standards and ethical conduct.

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PFS Associate Firm

As an official Personal Finance Society (PFS) Associate Firm, we proudly demonstrate our integrity and transparency by aligning with a professional code of ethics and conduct.

PFS Associate Firms are committed to raising standards through knowledge, development and good practice sharing.

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Pension Transfer Gold Standard

We voluntarily subscribe to the Pension Transfer Gold Standard, which is a code of good practice for safeguarded and defined benefit pension transfer advice. By adhering to this standard, we ensure the advice we provide supports our clients’ overall financial wellbeing, and that the most appropriate and updated technical skills are applied.

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SOLLA

Lee Hayward is a full member of the Society of Later Life Advisers (SOLLA).

This qualification demonstrates a commitment to helping individuals, families and those who care for them to make informed financial decisions around later-life matters by providing the practical, technical and emotional guidance required to obtain the highest level of care possible.

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Consistently one of the top independent advice firms in the UK

In a competitive industry, firms within our group have been consistently recognised by Citywire’s New Model Adviser, listing us as a Top 100 IFA firm for an eighth consecutive year.

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Wealth & Finance 2016 Finance Awards

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"Pensions Advisory Firm of the Year in England", Corporate INTL Global Awards

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"Excellence in Pension Investments – UK", 2015 Corporate LiveWire Finance Awards

OUR ACCREDITATIONS

Canterbury & Central Postal Address:
Graylaw House
20 - 22 Watling Street
Canterbury
Kent
CT1 2UA
Horsham Address:
Springfield House
Springfield Road
Horsham
West Sussex
RH12 2RG
London Address:
2 White Lion Court
London
EC3V 3NP
Registered Office Address:
Craven Street Wealth
3rd Floor
3 Gough Square
London
EC4A 3DE

Contact us

Get in touch today to discover how we may be able to assist you.