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:
The Gold Standard is a voluntary code of good practice for safeguarded and defined benefit pension transfer advice, based around a set of principles.
Firms can adopt and promote this standard and principles, so consumers can better understand and find good advice, and be confident they are dealing with a firm that is going beyond minimum requirements when giving financial advice.
Finalist at the Professional Adviser Awards 2020 in the ‘Adviser firm of the year – South West’ category
Three of our advisers are featured in the VouchedFor 2020 Guide to the UK’s Top Rated Advisers.
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.