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Top 100 New Model Adviser

Citywire 2023

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Top 100 New Model Adviser

Citywire 2022

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Top 100 IFA Firm

New Model Adviser - 2022

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Corporate Adviser Awards - Corporate Adviser Small Firm of the Year

Finalist - 2022

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Top 100 IFA Firm

New Model Adviser - 2021

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Personal Finance Society - Retirement and later life specialist of the year

Finalist - 2021

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Corporate Adviser Awards - Corporate Adviser Small Firm of the Year

Finalist - 2021

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Corporate Adviser Awards - Corporate Adviser Small Firm of the Year

Finalist - 2020

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Investment Life & Pensions Moneyfacts Awards

Retirement Adviser of the Year Finalist - 2020

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Personal Finance Society - Retirement and later life specialist of the year

Finalist - 2019

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Corporate Adviser Awards - Corporate Adviser Small Firm of the Year

Finalist - 2019

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Money Marketing Awards - Small Adviser of the Year

Finalist - 2019

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Money Marketing Awards - Small Adviser of the Year

Highly Commended Finalist - 2018

 

 

 

Corporate Adviser Awards - Corporate Adviser Small Firm of the Year

Finalist - 2018

 

 

 

Corporate Adviser Awards - Corporate Adviser Small Firm of the Year

Finalist - 2017

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Top 100 IFA Firm

New Model Adviser - 2016

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Corporate Adviser Awards - group Risk Adviser of the Year

Finalist - 2016

 

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Corporate Adviser Awards - Corporate Adviser Small Firm of the Year

Finalist - 2016

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Corporate Adviser Awards - Corporate Adviser Small Firm of the Year

Finalist - 2015

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Corporate Adviser Awards - Group Risk Adviser of the Year

Finalist - 2015

 

 

 

Sesame Bankhall Group - Corporate Adviser of the Year 

Karen Barwick) Runner-Up - 2014

 

 

 

Sesame Bankhall Group - Small Bankhall Firm of the Year

Winner - 2010