Over the years we have earned many awards. Each reflects our genuine endeavour for delivering what our clients deserve – the best possible financial planning knowledge, systems and service – while recognising our team’s consistent commitment and hard work.
Winning the Principal Practice of the Year Award (2016) confirmed our culture, values and genuine ‘client first’ approach resonated with our clients.
With our culture set, we progressed to overhauling our entire administrative process and updating our software to increase efficiencies. We also upgraded our online security to keep our clients’ information safe. For this we won our Operational Excellence Award (2017).
These efficiencies have made both our team members and our clients confident and happier, as we are able to quickly respond to needs and requests. Confident and happy clients have actively referred us to friends, relatives and associates and this has led to growth, and our third award – Winner of Business Growth (2018).
Our collaborative approach and ability to offer a multitude of advice services that address the overall financial wellbeing of our clients has continued to be recognised.
We won Practice of the Year for a second time in 2019, then again in 2021 and 2023.
In 2019, we laid claim to the first of three ifa (Independent Financial Advisers) Holistic Financial Advice Firm of the Year awards. Winning the award again in 2020 and in 2021, with James Marshall also claiming ifa’s individual award in that year for Holistic Financial Adviser of the Year.
We are proud of these awards as they are both recognition of our team’s expertise and commitment but also external validation that our holistic financial planning approach which was first implemented in 2013, delivers truly award-winning and personalised financial advice for our clients.
For us, these awards epitomise our ‘why’… which is to help our clients take control, focus on what REALLY matters and live their best lives. Put simply, we Make it Happen!