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Independent Financial Advice"
A Consumer's Guide to
Autocall Investments
Our Achievements
We are delighted to be a multi award winning firm, with particular award victories for investment advice in both the Moneyfacts Investment life and Pensions Awards and Money Marketing Awards. Our most recent wins at the prestigious Moneyfacts Investment life and Pensions Awards both 2023 and 2024 saw us identified as Investment Adviser of the Year. This is in addition to winning Best Investment Adviser at the Money Marketing Awards for the last three out of four years (2018, 2020, 2021). In 2019 we were runner up for the award. For a full list of honours we have been recognised in click here.
We are regularly recognised for excellence
We are always proud to receive recognition in professional awards and have been finalists in the following
Investment Adviser of the Year ILP Moneyfacts
Best Investment Advice Firm Money Marketing
Advice Firm of the Year Money Marketing
Charity Champion of the Year Money Marketing
Investment Adviser of the Year ILP Moneyfacts
Financial Adviser of the Year MoneyAge
Adviser Firm of the Year PA Awards
Chartered Financial Planning Firm of the Year PFS
Financial Adviser of the Year MoneyAge
Best Investment Advice Firm Money Marketing
Adviser Firm of the Year: North East Professional Adviser
Best Investment Advice Firm ILP Moneyfacts
Best Investment Advice Firm Money Marketing
North East IFA of the Year Professional Adviser
Chartered Financial Planning Firm of the Year PFS
Investment Adviser of the Year MoneyFacts
Financial Adviser of the Year MoneyAge
Financial Adviser Award - Small to Medium Firm of the Year MoneyAge
Best Investment Adviser Money Marketing
Best Retirement Adviser Money Marketing
Best Investment Adviser Moneyfacts
Financial Adviser of the Year MoneyAge
Innovation Award
(UK Defined Strategy Fund) Moneyfacts
Best Investment Adviser Moneyfacts
Best Investment Adviser Money Marketing
Financial Adviser of the Year Money Age
Best Retirement Adviser Money Marketing
Best Investment Adviser Money Marketing
Best Retirement Adviser Money Marketing
Best Investment Adviser Money Marketing
Best Investment Adviser Professional Adviser
Best Investment Adviser Moneyfacts
Best Investment Adviser: North East Wealth & Finance International
Investment Adviser of the Year Unbiased
Best Investment Adviser Professional Adviser
Best Investment Adviser Money Marketing
Best Investment Adviser Moneyfacts
North East IFA of the Year Professional Adviser
Best Personal Financial Planning Wealth & Finance International
Independent Financial Planner Wealth & Finance International
Chartered Financial Planner of the Year Chartered Insurance Institute
Best Investment Adviser Moneyfacts
North East IFA of the Year Professional Adviser
Best Investment Adviser Money Marketing
Best Investment Adviser Moneyfacts
Outstanding Contribution to Market Professional Adviser
Best Adviser Communications Professional Adviser
IFA of the Year Money Marketing
Best Investment Adviser Money Marketing
Best Investment Adviser Moneyfacts
Investment Adviser of the Year Professional Adviser
Financial Education Award Professional Adviser
Best Investment Adviser Money Marketing
Best Investment Adviser Money Marketing
Best Retirement Adviser Moneyfacts
Best website Professional Adviser
Financial Education Award Professional Adviser
Outstanding Contribution to Market Professional Adviser
IFA of the Year Money Marketing
Best Investment Adviser Money Marketing
Best Investment Adviser Moneyfacts
Chartered Financial Planner of the Year Chartered Insurance Institute
Best IFA Firm Unbiased.co.uk
Best Tax & Estate Planner Moneyfacts
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