Awards and accreditations
Choose us, and you’ll work with a team whose expertise ranks amongst the highest in the industry.
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.
A stamp of authority
The London Institute of Banking and Finance (LIBF) is one of the UK’s top professional bodies for banking and financial services. We’re proud that both of our financial planners, Richard and Bharat, hold the coveted titles of Certified Professional in Financial Advice from the LIBF and Chartered Associate of the LIBF.
What does this mean for you? It proves how committed we are to putting your needs first. The LIBF’s mission is to ensure banking and financial professionals follow strict standards when giving advice, so our LIBF certifications give you reassurance that you’re in safe hands.
Through the LIBF, we regularly refresh our knowledge, so the guidance you get from us will always be up to date.
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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