We are a boutique firm with a big reputation. We consistently win mandates against global brands and all our work is won through word of mouth.

We are easily referenced and are extremely proud of the company we keep and the sense of community among our clients.

Our multiple awards since our founding in May 2000 demonstrate you can feel safe in the knowledge that you have placed your trust in the hands of true experts.

Awards summary

01.

Winner

Professional Adviser Best Financial Advisers to Work For

2019 - 2023

02.

Finalist

Professional Adviser Firm of the Year - Midlands and East Anglia

2022

03.

Winner

New Model Adviser Top 100 Financial Advisers in the UK

2013 - 2023

04.

Winner

New Model Adviser of the Year - Midlands Region

2020

05.

Featured

thewealthnet's Top 25 Financial Planning Companies

2016, 2017, 2018, 2019, 2020

06.

Winner

Gold Standard Awards

2017

07.

Winner

UK Corporate Excellence Awards 2016 Best Wealth Management Solutions
- East Midlands

2016

08.

Finalist

New Model Adviser of the Year Award

2010, 2011, 2012, 2013, 2016

09.

Finalist

PAM Awards UK
Client Service Quality (HNW)

2015

10.

Winner

Institue of Financial Planning:
Recognising Excellence - Accredited Financial Planning FirmTM of the Year Award

2014

11.

Finalist

(Shane Mullins) - Institute of Directors:
UK Director of the Year Award (SME)

2013

12.

Winner

(Virginia Bolton) - Institute of Financial Planning: Branch Chairman of the
Year Award

2013

13.

Winner

(Shane Mullins) - Institute of Directors: East Midlands Regional Director of the Year Award (SME)

2013

14.

Winner

(Shane Mullins) – Institute of Financial Planning: The Tony Sellon Memorial Prize

2012

15.

Winner

Scottish Widows:
Industry initiative of the Year Award

2012

16.

Winner

Institute of Financial Planning:
David Norton Building Excellence Award

2011

17.

Winner

Nottinghamshire Small Business of the Year Award

2008

18.

Winner

New Model Adviser of the Year Award

2007, 2008, 2009

Accredited Financial Planning

We are an Accredited Financial Planning Firm™. To find out more about our Accredited Financial Planning Firm™ status please click here

Advising clients throughout the UK

We have offices in both the Midlands and in London.