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.
SIFA Professional Trusted Supplier
We are SIFA Professional Trusted Suppliers 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. 

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