Our awards, accreditations and memberships

We are proud to have accumulated a variety of awards, accreditations and memberships over recent years. In a highly competitive industry, we believe that these re-enforce our high quality of service and illustrate our commitment to continuous improvement at a company-wide level. We have listed these accolades below for you to view.

For more information about these awards, accreditations and memberships, please get in touch.

 

Chartered Status
Our Chartered Firm status represents our commitment to professional development and the alignment of our core values and business practices to the Chartered Institute of Insurance (CII) code of ethics.

In addition to the above, the application process also reviewed key areas including corporate social responsibility, community and charitable activities, diversity and inclusion and media communication.

We provided a case study to the CII, which you can view here.

Cyber Essentials
We are Cyber Essentials accredited. This government backed scheme provides the industry standard for protection against a range of common cyber-attacks.

Our implementation of the schemes five technical controls gives our clients the knowledge and peace of mind that we take the security of their data seriously.

Professional Adviser Award
We are proud to have been named as one of the best financial advisers to work for at the Professional Adviser awards 2020.   

In addition to an employee survey, the application process reviewed key areas including working environment, employment practices, wellness initiatives, training and career development, ethical practices and corporate culture and communication.

NCVO Trusted Supplier
We have a long-standing relationship as a Trusted Supplier to the National Council for Voluntary Organisations, a registered charity and umbrella body for the voluntary and community sector in England. 

We work to support NCVO members to manage their employee benefits, workplace pension and financial wellbeing arrangements.

Pension Transfer Gold Standard
Awarded by the Personal Financial Society, this award signifies our adherence to a voluntary code of principles of good practice for safeguarded and defined benefit transfers.

This award shows our commitment to being open and transparent to ensure the fair treatment of our clients.

AMII Membership
We are members of the Association of Medical Insurers and Intermediaries, the voice for the health and wellbeing industry. As an AMII member we commit to providing independent and impartial advice using a range of researched and approved products and solutions to meet the individual needs of our clients.
Equity Release Council
Equity Release Council Membership

The council represents the highest standard of conduct concerning the provision of equity release advice.

Through our membership, we are able to help spread awareness concerning the important role equity release can have in achieving financial security in later life.

SIFA Professional Trusted Advisers

We are SIFA Professional Trusted Advisers and use the service to ensure we keep up to date with the developments in the legal sector.

This enables us to continually provide our professional connections with useful and education content and work with them to provide a joined up service for their clients.

What our clients have to say

 

‘I know you have done your best. You have kept in touch and your conversations have always left us feeling that you care.’

Financial Planner: Kerry Holmes

What our clients have to say

 

‘During this time [Coronavirus Pandemic], I have required support with my portfolio and needed questions answering. This has been fulfilled to my total satisfaction and reassurance’

Financial Planner: Liz Burrows

What our clients have to say

 

‘I have been very impressed by how I have been looked after by my personal financial adviser and I’m entirely happy with the service she has provided.’

Financial Planner: Sarah Maguire

What our clients have to say

 

‘[I have] no concerns because I know I can always contact my financial adviser either using email or the telephone. Very happy with the service recieived to date.’

Financial Planner: Liz Burrows

What our clients have to say

 

‘You have been invaluable, giving me peace of mind concerning my financial affairs for many years.’

Financial Planner: Graham Moore

What our clients have to say

 

‘Thanks for your help and the great service.’

Financial Planner: Nathan Munt

What our clients have to say

 

‘I am extremely grateful for your understanding and patient approach to dealing with this for me. Thanks Nathan.’

Financial Planner: Nathan Munt

What our clients have to say

 

‘Lucas Fettes have been dealing with our Health Insurance Cover forever and I would highly recommend them to deal with your requirements.’

*Part of a client referral

Financial Planner: Beverly Lee and Neil Clarke

What our clients have to say

 

‘I am delighted that Liz was recommended to me. She is super knowledgeable, incredible trustworthy, makes the world of pensions easier to navigate and to top it all off she is just a really great person.’

Financial Planner: Liz Burrows

What our clients have to say

 

‘My adviser made me feel he had my best interests at heart and I believe he organised the best retirement package for my needs.’

Financial Planner: Graham Moore

What our clients have to say

 

‘I am very happy with the professional and friendly service I recieved from Angela Carpenter of your Chichester office.’

Financial Planner: Angela Carpenter

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