Awards & Accreditations
Over the years our financial planning services and experts have received industry accolades for the depth and quality of advice we provide to our clients. Below we showcase some of the accolades we have received.

Award-Winning Financial Planning

Young Administrator of the Year - Hasna Sahul Hameed

Young Administrator of the Year - Jasmine Clarke

Young Paraplanner of the Year - Scott Ballard

Young Financial Planner of the Year (East & West Midlands) - Ellie Pemberton

Young Financial Planner of the Year (East & West Midlands) - Keely Woods

Young Financial Planning Team of the Year

Retirement Adviser Of The Year

Rising Star Of The Year - Keely Woods

Next Generation Advice Firm Of The Year

Top Rated Adviser - Keely Woods 2025

Top Rated Adviser - Steve Rowe 2025

Top Rated Adviser - Luke James 2025

Retirement Adviser Of The Year

Top Rated Adviser - Luke James

Top Rated Adviser - Steve Rowe

Top Rated Adviser - Luke James

Retirement Adviser Of The Year

Lifestyle Financial Planner of the Year

Retirement Adviser Of The Year

Top Rated Adviser - Steve Rowe

Retirement Adviser Of The Year

Rising Star - Luke James

Retirement Adviser of the Year

Retirement Adviser Of The Year
