The highest standards of excellence
You’d expect your financial planner to set a high bar for themselves, but sometimes it’s important to know they come with an official seal of approval too. To give you the fullest confidence in our abilities and the experience you’ll have with us, we’ve been accredited by some of the industry’s top awarding bodies.
Trustworthy financial planning support
We’re delighted to have been awarded the prestigious status of Associate Firm by the Personal Finance Society. Under this banner, our firm and everyone who works here must follow the society’s eight core principles, demonstrating a commitment to the best possible standards in client service.
Stamp of authority
Two of the financial services profession’s most prominent awarding bodies are the Chartered Insurance Institute (CII) and the London Institute of Banking & Finance (LIBF). Both of our directors and financial planners hold qualifications with these organisations.
Benjamin has been awarded the CII’s coveted Diploma in Regulated Financial Planning, while Henry is a fully qualified member of the LIBF. That means they’re committed to providing advice that’s accurate, up to date, and always designed with you in mind.
Keeping you safe online
When you’re sharing details about your finances with a financial planner like us, you’d expect them to be protected against risk. That’s why we regularly update our certification with the government’s Cyber Essentials scheme, which helps us guard your personal information against cyberattacks.
We’re a VouchedFor Top Rated Firm
We have been included in the VouchedFor Top Rated 2024 Guide, distributed by the Times and the Mail on Sunday.
VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. Better yet, we are Top Rated for a second time, and we’re the only Top Rated financial planning firm in Huddersfield.
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