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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 2023 - Winner - Company of the Year up to 5 advisers
Just Group Vulnerable Customer Awards 2023
Just Group Vulnerable Customer Awards 2023 - Winner - Vulnerable Customer Champion (Amy Wood)
Just Group Vulnerable Customer Awards 2022
Just Group Vulnerable Customer Awards 2022 - Winner - Company of the Year up to 5 advisers
Just Group Vulnerable Customer Awards 2022
Just Group Vulnerable Customer Awards 2022 - Highly Commended - Vulnerable Customer Champion (Richard Higgs)
Bristol Dementia Action Alliance Gold Award
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
Shortlisted for three national awards:
Adviser Firm of the Year – South West and Wales
Best Adviser Website
Best Adviser Firm for Vulnerable Client Care