Awards

Recognised for our efforts

We pride ourselves on providing the best service possible to our clients, and also to the local community.

We’re thrilled to have been recognised for our commitment to our mission and will continue to strive to improve each year. Here are some of the awards we have won or been shortlisted for recently:

Professional Adviser Awards 2024. Shortlisted for Best Adviser Firm for Vulnerable Client Care, Adviser Firm of the Year for South West and Wales and Best Consumer Duty Initiative

Just Group Vulnerable Customer Awards 2023

Just Group Vulnerable Customer Awards 2022

Bristol Dementia Action Alliance Gold Award

Bristol Life Awards Finalist - Finance Category

Professional Adviser Awards 2023 - Adviser Firm of the Year – South West and Wales Best Adviser Website Best Adviser Firm for Vulnerable Client Care

vulnerability first

The awards we’re most proud of will always be related to our efforts towards providing the best service possible to people in vulnerable circumstances and for increasing dementia awareness.

If you are interested in finding out more about how your organisation could achieve an award from Bristol Dementia Action Alliance, find out more here.