Awards & Certifications for Chapters Financial

2015

Finalist for Professional Adviser Awards - Adviser Firm of the Year - South East

2014

Finalist for the Moneyfacts Awards (Investment, Life and Pensions) - Retirement Adviser of the Year

ISO22222 Standard for Personal Financial Planners

BS8577 Standards International

2013

Finalist for the Moneyfacts Awards (Investment, Life and Pensions) - Retirement Adviser of the Year

ISO22222 Standard for Personal Financial Planners

BS8577 Standards International

2012

Winner of the Financial Adviser Life and Pensions Awards - Online IFA of the Year

Commended for the Financial Adviser Life and Pensions Awards - Small IFA Firm of the Year

Commended for the Moneyfacts Good Advice Awards (Investment, Life and Pensions) - Best Retirement Adviser

ISO22222 Standard for Personal Financial Planners

New Model Adviser - Top 100 Adviser

2011

Winner of the Incisive Media - Gold Standard for Independent Financial Advice

Commended for the Financial Adviser Life and Pensions Awards - Small IFA Firm of the Year

Shortlisted for Financial Adviser - IFA Personality of the Year

Shortlisted for Toast of Surrey - Personality of the Year

ISO22222 Standard for Personal Financial Planners

2010

ISO22222 Standard for Personal Financial Planners

2009

ISO22222 Standard for Personal Financial Planners

2008

Highly Commended for the Incisive Media - Gold Standard for Independent Financial Advice

Shortlisted for the Money Marketing - IFA of the Year

ISO22222 Standard for Personal Financial Planners

2007

Highly Commended for the Incisive Media - Gold Standard for Independent Financial Advice

Commended for the Financial Adviser Life and Pensions Awards - Pension IFA of the year