awards

Award Year
Gold Standard for Independent Financial Advice 2016 Incisive Media
Adviser Firm of the Year (Scotland & NI) - Finalist 2015 Professional Adviser Awards
Gold Standard for Independent Financial Advice 2015 Incisive Media
Chartered Financial Planners of the Year 2015 The Personal Finance Society
Recognising Excellence Award - Finalist 2015 Institute of Financial Planning Accredited Firms Awards
Adviser Firm of the Year (UK) 2015 Professional Adviser Awards
Adviser Firm of the Year - Scotland and NI 2015 Professional Adviser Awards
Gold Standard for Independent Financial Advice 2014 Incisive Media
Recognising Excellence Award - Finalist 2014 Institute of Financial Planning Accredited Firms Awards
Chartered Financial Planners of the Year Award (Corporate) - Finalist 2014 The Personal Finance Society
Adviser Firm of the Year - Scotland 2014 Professional Adviser Awards
Services Business of the Year - Finalist 2014 Courier Business Awards
Investment Adviser of the Year 2013 Professional Adviser Awards
Gold Standard for Independent Financial Advice 2013 Incisive Media
Tax & Estate Planner of the Year - Finalist 2013 Moneyfacts
Excellence in Business Innovation - Finalist 2013 Perthshire Chamber of Commerce
Chartered Financial Planners of the Year Award (Corporate) - Finalist 2013 The Personal Finance Society
New Business of the Year - Finalist 2013 Scottish Business Awards