Our awards
We are proud to have been recognised with a series of major industry awards over the past few years.
Professional Adviser Awards
Finalist
Adviser Firm of the Year – Large 2026
Women in Financial Advice Awards
Winner – Laura Duncan
Financial Adviser of the Year 2025 – North West
FTAdviser Top 100 Financial Advisers
Britain’s Top 100 Financial Advisers in 2025
Professional Adviser Awards
Finalist
Adviser Firm of the Year – South West 2025
FTAdviser Top 100 Financial Advisers
Ranked 12th among Britain’s Top 100 Financial Advisers in 2024
Professional Adviser Awards
Winner
Adviser Firm of the Year – South West 2024
FTAdviser Top 100 Financial Advisers
Britain’s Top 100 Financial Advisers in 2023
Women in Financial Advice Awards
Finalists
Jane Lander-Taylor, Sandy Pabial and Stephanie McClarence
Professional Adviser Awards
Finalist
Adviser Firm of the Year – South West 2023
Women in Financial Advice Awards
Finalists
Jane Lander-Taylor and Sandy Pabial
Professional Adviser Awards
Finalist
Best Adviser FOTY for Vulnerable Client Care
Professional Adviser Awards
Finalists
Adviser Firm of the Year – South West
Most Trusted Financial Planning Company – UK
Winner
Wealth and Finance Retirement Planning Awards
Top Financial Planning Companies
Winner
thewealthnet
FTAdviser Top 100 Financial Advisers
FTAdviser rundown of the top UK financial advice firms.
Women in Financial Advice Awards
Finalists
Sandy Pabial and Louise Parsons
Professional Adviser Awards
Highly Commended
Adviser Firm of the Year – South West
ESGmark Accreditation
Accreditation for our environmental, social and governance practices.
New Talent Awards
Winner – Marco Barcellona
Marketer of the Year
UK Business Awards
Finalist
Financial Services
Women in Financial Advice Awards
Finalist
Jane Lander-Taylor, Terri Hall and Louise Parsons
Money Marketing Awards
Finalist
Adviser Firm of the Year
Professional Adviser Awards
Winner
Adviser Firm of the Year – South West
Bankhall Awards
Winner
Best Wealth Management Adviser
Professional Adviser Awards
Finalist
Best Adviser Website
New Talent Awards
Highly Commended – Marco Barcellona
Marketer of the Year
UK Business Awards
Finalist
Financial Services and Professional Services
Workplace Savings & Benefits Awards
Finalist
Financial Education Provider of the Year
Global Business Excellence Awards
Winner
Most Outstanding Workplace Solutions Adviser
Women in Financial Advice Awards
Finalist – Jane Lander-Taylor
Financial Adviser of the Year – South West
Professional Adviser Awards
Finalist
Adviser Firm of the Year
UK Business Awards
Finalist
Financial Services and Professional Services
Workplace Savings & Benefits Awards
Finalist
Financial Education Provider of the Year
Wealth & Finance Leading Experts
Winner
Workplace Solutions Adviser of the Year
Professional Adviser Awards
Finalist
Adviser Firm of the Year
UK Business Awards
Silver Winner
Best Financial Services
Money Marketing Awards
Finalist
Best Use of Technology
Professional Adviser Awards
Winner
Best Client Engagement
Financial Services Forum
Winner – Martin Brown
Marketer of the Year
UK Business Awards
Finalist
Best Financial Services
UK Financial Services Awards
Winner
Communications & Social Media
Professional Adviser Awards
Finalist
Adviser Firm of the Year
International Content Marketing Awards
Bronze Winner
Financial Services
Looking for help with financial planning?
We have a great team excited to work with you.