Our commitment to you
We feel privileged to have received so many awards over the years.
It is very gratifying that our professional work as Chartered Financial Planners in providing independent financial advice, inheritance tax planning, retirement planning, and later life financial guidance to our clients, has been recognised by both our peers and our clients.
In putting ourselves forward for awards we have found our business also benefits:
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When we prepare a nomination, which often involves a technical case study, we can reflect on the work we have done, what we do, why we do it and how we do it, and this often leads to innovation and even better ways of providing value for clients.
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When we compete against the best firms and are then shortlisted and go on to win an award, we can benchmark ourselves against the cream of the profession, providing further opportunities to improve the services we deliver. and be selected as the award recipient. Winning and award also provides reassurance to our clients and ourselves.
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It is a fantastic opportunity for all team members to be recognised for the work we do for clients, including team members in supporting roles, reinforcing our strong belief that delivering good outcomes for clients is a team effort.
Awards
STEP Private Client Awards
The STEP Private Client Awards are seen as the hallmark of quality within the private client industry. Open globally to both STEP members and non-members, these prestigious Awards recognise and celebrate excellence among private client solicitors, lawyers, accountants, barristers, bankers, trust managers and financial advisors.
Citywire New Model Adviser Top 100
These awards recognise the best investment management firms in the eyes of advisers across the UK. We asked Citywire's New Model Adviser audience to score the discretionary fund managers they work with across 10 criteria, providing an exclusive insight into who is leading the way when it comes to client experience.
Fellows of The London Institute of Banking & Finance
Our MD, Robin Melley, was recently made a FLIBF. Earners of this badge are Fellows of The London Institute of Banking & Finance. We provide lifelong learning opportunities for professionals developing their careers in financial services. Fellows adhere to working ethically, renew their status annually and are highly qualified.
Accreditations
SOLLA - Later Life Adviser Accreditation
The SOLLA Accreditation is now recognised as the Gold Standard in advising clients at the most crucial time of their later life. Having been developed over a number of years, the Later Life Adviser Accreditation (LLAA) has now become established as the Gold Standard for those advising in the later life market.
RQ Ratings
RQ Certified is an accreditation scheme for financial planning firms in the UK. It is a key element of the wider RQ professional collaboration ecosystem, but it's also an important standalone scheme that shines a light on the best financial planning firms.
Consumer Duty Alliance
The Consumer Duty Alliance (CDA) is an independent, not-for-profit body aiming to help the financial planning sector successfully implement the FCA's Consumer Duty.
Financial Vulnerability Charter - A safe pair of hands
Its ultimate purpose is to promote greater UNDERSTANDING, encourage appropriate BEHAVIOURS and establish GOOD PRACTICE in respect of consumer vulnerability.
Dementia Friends
Being a Dementia Friend simply means learning more about dementia, putting yourself in the shoes of someone living with the condition, and turning your understanding into action. From visiting someone you know with dementia to being more patient in a shop queue, every action counts. Become a Dementia Friend by choosing one of the options below.
Pension Transfer Gold Standard
Awarded by the Personal Finance Society (PFS), Pension Transfer Gold Standard aims to give consumers confidence that they are working with expert pension advisers that are guided by a set of principles.
Other
CYBER Essentials- Certified Plus
Cyber Essentials Plus is a UK Government-backed, industry-supported certification scheme introduced in the UK to help organizations demonstrate operational security against common cyber-attacks. The the badge confirms that all controls that have been declared in Cyber Essentials are implemented on the organisations network.
