Who we are

Awards & accreditations

It matters to us that we achieve the goals we set ourselves. Which means we’re very pleased to have received the following recognition:

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

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

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Our Head of Financial Planning, Joy Wisniewski has been nominated 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 planners, Jon Stevens, 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.

One of our advisers, Jon Stevens, is a SOLLA Later Life Accredited Adviser (LLAA).

One of our advisers, Jon Stevens, is a SOLLA Retirement advice standard holder.

Get in touch

If you’d like to speak to us or book an initial meeting, you can contact us directly or, alternatively, drop us a message here.

Bristol Office

Cheltenham Office

Wiltshire Office