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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.
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 |
2016 |
08. |
Finalist |
New Model Adviser of the Year Award |
2010, 2011, 2012, 2013, 2016 |
09. |
Finalist |
PAM Awards UK |
2015 |
10. |
Winner |
Institue of Financial Planning: |
2014 |
11. |
Finalist |
(Shane Mullins) - Institute of Directors: |
2013 |
12. |
Winner |
(Virginia Bolton) - Institute of Financial Planning: Branch Chairman of the |
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: |
2012 |
16. |
Winner |
Institute of Financial Planning: |
2011 |
17. |
Winner |
Nottinghamshire Small Business of the Year Award |
2008 |
18. |
Winner |
New Model Adviser of the Year Award |
2007, 2008, 2009 |
We are an Accredited Financial Planning Firm™. To find out more about our Accredited Financial Planning Firm™ status please click here
We have offices in both the Midlands and in London.
