Awards & accreditations

Associate Firm status is awarded by the Chartered Insurance Institute (CII), the professional body for insurance and personal finance.
Associate firm status demonstrates our commitment to a set of 8 core professionalism principles and Code of Ethics, set out by the Personal Finance Society (PFS).

Three of our advisers are featured in the VouchedFor 2020 Guide to the UK’s Top Rated Advisers.

Finalist at the Professional Adviser Awards 2020 in the ‘Adviser firm of the year – South West’ category

Our Head of Financial Planning, Joy Wisniewski has been selected as a finalist for three Women in Financial Advice Awards 2020:
Financial Adviser of the Year – South West
Role Model of the Year
Most Inspiring Returner

Two of our advisers were featured in the VouchedFor 2019 Guide to the UK’s Top Rated Advisers.

Finalist at the Professional Adviser Awards 2017 in the ‘Adviser firm of the year – South West’ category

Finalist at the Professional Adviser Awards 2016 in the ‘Adviser firm of the year – South West’ category

Three of our team, Michael Blair, Mark Futcher and Simon Moriarty, are Chartered Financial Planners. Chartered status is awarded by the Chartered Insurance Institute (CII), the professional body for insurance and personal finance.