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.

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.

Philpott Financial Limited profile

Meet the team

When it comes to your finances, you need support from a team you can trust. Work with us, and you’ll deal with friendly, experienced professionals who really care about getting you the right result.

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