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RUNNER UP for Investment Adviser of the Year Award 2017

I am delighted to report that we finished as RUNNER-UP in the Moneyfacts Investment Adviser of the Year Award 2017, receiving a nice trophy for being "Highly Commended."   We were very surprised, given we were up against some very well-respected advisory firms.   This came following a two-stage assessment, comprising a questionnaire about our business and why we thought we deserved to win, followed by feedback from clients,...

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Finalist for Moneyfacts ‘Investment Adviser of the Year’ 2017

I am delighted to say that we have once again been short-listed for the prestigious Moneyfacts Investment Adviser of the Year award for 2017. We were last short-listed for the exact same award in 2015. This is a national award and other firms on the short list include firms considerably larger than ours, like Hargreaves Lansdown and Tilneys. Please wish us luck in this David-versus-Goliath encounter....

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