Accreditations and awards

We’re proud to be recognised as an Accredited Financial Planning Firm™ by the Chartered Institute for Securities and Investments (CISI) — a mark held by only a select group of firms across the UK.

This accreditation reflects our commitment to the highest standards of ethics, professionalism, and client care. It means you can expect a genuinely comprehensive service, designed to help you achieve your goals and get your financial house in perfect order.

We’re committed to doing the right thing, especially when people need us most. As members of the Financial Vulnerability Taskforce, we follow a nine-point Charter designed to promote greater awareness and understanding of vulnerability in the personal finance sector.

By adopting these principles, we pledge to recognise and respond appropriately to signs of vulnerability and to always put clients’ wellbeing first — with fairness, compassion, and transparency.

Cyber Essentials is an effective, Government backed scheme that helps to protect us against a range of the most common cyber attacks.

It gives us and our clients peace of mind that our defences will protect against the vast majority of common cyber attacks simply because these attacks are looking for targets which do not have the Cyber Essentials technical controls in place.

As part of our commitment to sustainability and efficiency, we’ve made the switch to digital-first processes. While it’s not possible to eliminate paper entirely, we’ve adapted most of our documentation and communication to be handled electronically.

Going paperless helps us reduce waste, streamline our service, and offer a more convenient experience for you.