awards

Award Year
Gold Standard for Independent Financial Advice 2018 Incisive Media
Gold Standard for Independent Financial Advice 2017 Incisive Media
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