Accreditations and awards

Only a select few firms in the UK hold the prestigious title of Accredited Financial Planning Firm™ by the Chartered Institute for Securities and Investments (CISI). We are proud to be among them, a testament to our unwavering commitment to excellence in everything we do.

This rigorous accreditation signifies our dedication to the highest ethical standards, comprehensive financial planning expertise, and unwavering client focus. As a result, you can trust us to deliver a comprehensive service designed to help you achieve your life goals.

We are proud to participate in the Financial Vulnerability Taskforce, an established representative body dedicated to safeguarding individuals within the personal finance sector. This organisation champions a greater understanding of vulnerabilities, encourages responsible conduct among financial institutions, and establishes best practices for handling vulnerable clients.

By aligning ourselves with the Taskforce’s nine-point Charter, we openly pledge our commitment to prioritising the wellbeing of vulnerable individuals. This means you can trust us to actively recognise potential vulnerabilities and adjust our approach accordingly, offering personalised solutions that cater to their specific needs. We operate with the highest ethical principles, ensuring fair and transparent treatment for all.

This active involvement in the Taskforce demonstrates our unwavering dedication to protecting vulnerable individuals and providing them with the support they deserve.

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 a business we’re always looking for ways to reduce our waste, and so we’ve gone Paperless.

“Going Paperless” means that we’ve adapted most of our paper documents to a digital version. It’s not possible for us to eliminate paper completely, but we’ve changed our processes so that the majority of our documents are now sent digitally rather than using paper.