Awards and Accreditations
As a firm, we are committed to delivering exceptional quality and take pride in our Chartered Financial Planners accreditation. We are also honoured to be recognised within the Sheffield community.
Chartered Financial Planners
One of our proudest achievements to date has been receiving our corporate Chartered status award by the Chartered Insurance Institute (CII). Achieving this shows our public commitment to professionalism. We must maintain standards of excellence in qualifications, ethics, business practices and professional development.
But what does this mean for you? You can feel confident that you’re dealing with an experienced and ethical firm that has your best interests at the heart of everything we do.
New Model Adviser Top 100 2024
We are incredibly honoured to be named as one of Citywire New Model Adviser’s Top 100 firms 2024. This list highlights top-quality independent advice firms in the UK. We’re also the only firm in South Yorkshire to be included on the list.
The judges looked for evidence of well-qualified staff, robust investment propositions, carefully segmented client bases, good use of technology, willingness to share best practice, client education, recruitment, and contribution to professional standards, to name just a few factors.
Lifetime Achievement Award
In recognition of their hard work, David and Jean were awarded the Lifetime Achievement Award by the Children’s Hospital Charity in June 2019, which their son Richard, pictured, collected on their behalf.
David had also previously been awarded the 2017 Professor Robert Boucher Distinguished Alumni Award by the University of Sheffield in recognition of his contribution to business and community life in Sheffield. Once again, David’s fundraising for the Children’s Hospital was the primary basis for him being recommended for this award.