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Awards and accreditations

Here, we shine a spotlight on the awards and recognition we’ve earned from professional bodies. We don't just meet standards; we set them.

We are Chartered

In early 2024, we received the fantastic news that we are now a Chartered firm, and we hold the esteemed “Chartered Financial Planners” status. This is something we worked incredibly hard for and was one of our goals when setting up the firm in 2020.

Being Chartered means you can be confident you’re dealing with one of the UK’s leading financial planning firms. You can also be sure that we are committed to providing you with the best possible advice, service, and support.

New Model Adviser Top 100 2024

Citywire named us one of the top 100 financial planning firms in the country in 2024. This recognition celebrates the firms that display a wide range of exemplary practices, including robust investment propositions, good use of technology, and a strong contribution to professional standards.

Alongside this award, we have been shortlisted for many more:

  • Most Promising New Business, Stockport Business Awards 2023 – Highly Commended
  • SME Business of the Year, Greater Manchester Chamber UK Excellence Awards 2023 – Shortlisted
  • Adviser Firm of the Year – North West, Professional Adviser Awards 2024 – Shortlisted

We’re a VouchedFor Top Rated Firm

VouchedFor named us one of their Top Rated Firms in their 2024 guide, distributed by the Times.

VouchedFor is the UK’s leading review website for financial advisers, and the Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. Better yet, we’re Cheadle's only Top Rated Firm.

Recognised for excellence – A shortlisting made possible by you!

We are proud to have been shortlisted in VouchedFor’s annual awards in 2026 for the Client Impact, Client Communication and Firm of the Year categories.

This recognition is entirely thanks to the incredible feedback from our valued clients, and we are truly grateful to everyone who took the time to leave us a review. Being shortlisted for these awards reflects our unwavering commitment to integrity, innovation, and personalised service.

Let’s work together for all life’s important moments

We look forward to hearing from you. Let us know what we can help with, and a member of the team will get back to you.

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