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