Accreditations and awards

We are Chartered Financial Planners
What sets us apart is our motivation to continually study, update our knowledge, listen to our clients, and apply our understanding to the situation.
That fire in our belly has culminated in us being awarded Chartered Financial Planners status – an award that recognises the firm as a whole. It’s a mark of professional standing among all professions and yet another way to demonstrate our expertise and commitment.
What Chartered means for you
It’s all well and good talking about our Chartered status, but what really matters is how it impacts and adds value to the service you receive.
We are top of the class at demonstrating the highest levels of financial and technical knowledge, so you will feel reassured that your problems will be solved by some of the best people in the industry.
Professional Adviser Awards 2025, 2024 & 2023
We are really pleased to now been named winner of the Best Financial Advisers to Work For 2025, further recognising our dedication not only to our clients, but also to creating an outstanding workplace culture that empowers and supports our team.
In 2023, we proudly won the Adviser Firm of the Year award for the South West and Wales region, standing out among 11 other shortlisted firms. In 2024, we were again named finalists in the same category — a testament to our team’s consistent excellence and commitment to delivering exceptional, client-focused financial advice.

Bristol Life Awards 2025
We have once again earned a place among Bristol’s elite by being named finalists in the Financial category at the Bristol Life Awards. Our journey of excellence began with our first finalist nod in 2022—a milestone that laid the foundation for our ongoing commitment to innovation and top-tier service. This repeated recognition is a testament to our passion for setting new benchmarks in the financial industry and reinforces our role as a key contributor within Bristol’s vibrant business community.
VouchedFor Top Rated Adviser in 2025, 2024 & 2023
VouchedFor’s Top Rated Adviser Guide celebrates financial advisers who consistently deliver exceptional service, as confirmed by real client feedback. We’re proud that all our advisers have earned this recognition for three consecutive years – 2025, 2024, and 2023. This accolade means our team is trusted to provide tailored, high-quality financial advice and maintain strong client relationships. Being included in this prestigious guide underscores our commitment to excellence and leadership in the industry.
New Model Adviser regional finalists for 2024 & 2023
We are delighted to be shortlisted in our region and listed in the Citywire New Model Adviser Top 100 firms in 2024, following our previous inclusion in 2023. The NMA Top 100 celebrates the best firms in the UK’s financial planning community, considering only those firms which demonstrate outstanding service, client care, and forward-thinking advice. Our inclusion in this list reflects our commitment to maintaining the highest standards and reinforces our promise to deliver tailored, high-quality financial advice to our clients.
of clients would recommend us to their friends, family or colleagues
believe that working with us has helped them achieve their financial goals
were satisfied with our understanding of their needs and objectives