Financial Planning

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Awards & Accreditations

As a leading firm of employee benefit consultants, we are proud to hold many independent accolades as to our professional excellence

Best Pension Adviser

2026

Finalist

Small Firm of the Year

2026

Finalist

Best Group Risk Adviser

2026

Finalist

Small Intermediary of the Year

2025

Finalist

Excellence in Customer Service Award

2025

Finalist

Best Small Protection Advice firm

2025

Winner

Corporate Adviser Small Firm of the Year

2024

HIGHLY COMMENDED

Corporate Adviser Small Firm of the Year

2023

FINALIST

Best Group Health Insurance Advice Firm

2023

Finalist

Best Small Health Insurance Advice Firm

2023

Finalist

Best Group Protection Advice Firm

2023

Finalist

Best Workplace Wellbeing Advice Firm

2023

Finalist

Corporate Adviser Small Firm of the Year

2022

HIGHLY COMMENDED

Best Healthcare Adviser

2022

Winner

Achieved 'FT Adviser Top 100 Adviser' status for the 4th successive year

2021

Top 100

Best Group Risk Adviser

2021

Highly Commended

Corporate Adviser Small Firm of the Year

2021

Winner

Excellence in Customer Service

2021

Cover Excellence Awards

Investors In People (Platinum)

2021

Accredited

Achieved 'FT Adviser Top 100 Adviser' status for the 3rd successive year

2020

Top 100

Investors in People GOLD Accreditation

2017

Reaccredited

Best Adviser for Group Healthcare

2020

Finalist

Best Adviser for Group Protection

2020

Finalist

Best Retirement Adviser

2020

Finalist

FT Adviser Top 100 Financial Advisers

2019

Top 100

Best Employee Benefits Intermediary of the Year

2016

Finalist

Shortlisted for Best Corporate Adviser 2016

2016

Winner

Best Corporate Adviser

2015

Winner

Corporate Adviser Firm of the Year

2016

Finalist

Money Marketing Best Corporate Adviser

2015

Winner

Group Pensions Adviser of the Year

2013

Highly Commended

Investors in People (Gold)

Accredited Since 2014

Accredited

Employee Benefits Intermediary of the Year

2013

Finalist

Group Pensions Adviser of the Year

2012

Commended

Would you like more detail on how we could add value to your employee benefit proposition?

Get in Touch