New Model Adviser Firm of the Year 2010 (Northern Region)

This award is given by Citywire based on a firm’s overall expertise as well as our success as a business. This is a very prestigious award and one we really wanted to win. It’s a great reward for all the hard work by everyone in our team and many thanks to all our clients for their support.

Our Investment Manager, Mike Deverell collected the award from England Rugby World Cup winner Will Greenwood. You can find further information on the awards on the Citywire website.

New Breed Adviser Awards Best Pensions, Retirement & Post Retirement Planner 2009 - Winner

We won this award based on our ability to mix financial and investment planning disciplines, integrating this with inheritance tax and pension planning. Our investment manager, Mike Deverell submitted our entry. Click here for more details.

New Breed Adviser Awards Best Paraplanner 2009 - Winner

Paula Deary was the deserved recipient of this award. Our paraplanners are vital to our service, helping our financial planners with all aspects of our clients affairs. Click here for more details.

Money Management Investing for Income Award 2008 - Winner

We were delighted to win first place with our first-ever award entry. Our investment manager, Mike Deverell, submitted the entry which was based on our key investment principles and the standards of service that all of our clients enjoy.

New Breed Adviser Award Best Support Team 2008 - Winner

This was an amazing award to win and provided a great boost for our teams during an incredibly difficult year. Trying to stay positive in difficult markets is as challenging for our staff as it is for our clients. The great thing about this award is that we wouldn’t have won it if it hadn’t have been for the support of our clients.

We also were runner up in the Best Adviser Firm – Treating Customers Fairly category. Click here to learn more.

Money Marketing Investment IFA of the Year 2009 – Runner Up

This was probably the most comprehensive of all the awards as it covered not only our investment process, but also took into account how our business has developed over the last few years. Both the judging process and the competition were incredibly tough and we felt that runner up (behind joint winners) was the best we could have hoped for in this category, bearing in mind our boutique approach. Click here to learn more.