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.
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.
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.
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.