Independent Financial Advisers · Chartered Financial Planners · Discretionary Wealth Managers

Worcester: 01905 613453
Evesham: 01386 422611

Independent Financial Advisers · Chartered Financial Planners · Discretionary Wealth Managers

Awards

Our recent awards and nominations

New Model Adviser - Top 100 Firm 2016
  • New Model Adviser Top 100 Firm 2016
Moneyfacts Awards 2016
  • Tax and Estate Planner of the Year
  • Protection Adviser of the Year
Retirement Planner Awards 2016
  • Retirement Planning
West Midlands Insurance Institutes Awards 2015
  • Financial Planning Company of the Year
New Model Adviser - Top 100 Firm 2015
  • New Model Adviser Top 100 Firm 2015
Retirement Planner Awards 2015
  • Retirement Planning
Moneyfacts Awards 2015 - Tax and Estate Planner of the Year
  • Tax and Estate Planner of the Year
Gold Standard Awards 2014
  • Independent Financial Advice
New Model Adviser Top 100 Firm 2014
  • New Model Adviser Top 100 Firm 2014
West Midlands Insurance Institute - Financial Planning Company of Year Finalist
  • Financial Planning Company of the Year
Moneyfacts Awards 2014 - Tax and Estate Planner of the Year
  • Tax and Estate Planner of the Year 2014
Moneyfacts Awards 2014 - Retirement Adviser of the Year
  • Retirement Adviser of the Year 2014
Gold Standard Awards 2013
  • Independent Financial Advice
Gold Standard Awards 2013
  • Wealth Management
New Model Adviser Top 100 IFA Firm 2013
  • New Model Adviser Top 100 IFA Firm 2013
Moneyfacts Awards 2013
  • Retirement Adviser of the Year
West Midlands Insurance Institutes Awards 2013
  • Financial Planning Company of the Year
Financial Adviser Life & Pensions Awards 2013
  • Small IFA Firm of the Year
Money Marketing Small IFA of the Year
  • Finalist
New Model Adviser of the Year 2013
  • The Midlands Regional Shortlist - Top 6
Professional Advisor Awards 2013
  • Best Small Adviser Firm
  • Investment Adviser of the Year
  • Retirement Adviser of the Year
  • Charity Champion
Moneyfacts Good Advice Awards 2012
  • Best Retirement Adviser
Incisive Media
  • Gold Standards Award Winner
Moneyfacts Awards 2012
  • Best Tax and Estate Planner
Chartered Insurance Institute
  • Chartered Financial Planners