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

Finalist - 2021

Corporate Adviser Awards - Corporate Adviser Small Firm of the Year

Finalist - 2021

Corporate Adviser Awards - Corporate Adviser Small Firm of the Year

Finalist - 2020

Investment Life & Pensions Moneyfacts Awards

Retirement Adviser of the Year Finalist - 2020

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

Finalist - 2019

Corporate Adviser Awards - Corporate Adviser Small Firm of the Year

Finalist - 2019

Money Marketing Awards - Small Adviser of the Year

Finalist - 2019

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

 

Top 100 IFA Firm

New Model Adviser - 2016

 

Corporate Adviser Awards - group Risk Adviser of the Year

Finalist - 2016

 

Corporate Adviser Awards - Corporate Adviser Small Firm of the Year

Finalist - 2016

 

Corporate Adviser Awards - Corporate Adviser Small Firm of the Year

Finalist - 2015

 

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