We are absolutely delighted to have had our corporate Chartered financial planner status renewed for yet another year. Issued by the Chartered Insurance Institute (CII), Chartered […]
Vanessa Townshend, FPFS, one of our Directors and Charted Financial Planner, has once again been named as a VouchedFor ‘Top Rated Adviser’ for 2023. As decided […]
Congratulations to Pauline and Ailsa, who have both taken financial exams recently and passed with flying colours! Pauline chose to build on her existing knowledge and […]
For the last 16 years, the Professional Adviser Awards have been honouring the best in multi-asset investing. As well as best in platform provision, adviser support […]