We’re Top Rated in 2023!
We’ve been awarded Top Rated Firm status by VouchedFor, the UK’s leading customer review site for financial advisers, solicitors, and mortgage advisers.
To be awarded the status of Top Rated Firm takes a genuine commitment to providing our clients with an exemplary service that best reflects their needs.
Being featured in the Top Rated Guide is a tremendous honour – only 103 firms qualified throughout the UK. Read more about VouchedFor and our Top Rated status by clicking or tapping the badge.
Performing at the top level
For financial and legal specialists who help clients plan their futures, the Society of Trust and Estate Practitioners (STEP) is the most important professional body. That makes it especially pleasing that Richard and Bharat, our financial planners, have both been recognised by STEP for their work.
At the STEP Excellence Awards, Richard scored the highest mark (87%) in the Certificate for Financial Services (Trusts and Estate Planning). In the same qualification, Bharat achieved a distinction, demonstrating our collective expertise in Inheritance Tax and estate planning.
Richard is also a STEP affiliate member, giving him access to a global network of later life experts.
What clients say
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