Qualifications and awards

Nicola has a range of qualifications in financial services, is a Chartered Financial Planner and holds the Certified Financial Planner (CFP) Licence – an internationally recognised benchmark for competence and a measure of the best financial planning results. The firm has also recently been awarded Chartered status, the industry’s gold standard, which is only ever given after rigorous testing.

In a competitive marketplace, we are proud to have won several prestigious, international awards and to make the list of the top 100 Financial Planning firms in the country, as judged by the industry journal, New Model Adviser.

The magazine’s top 100 aims to reward aspirational firms that are growing in the right way and is a real accolade for our business strategy. We were delighted to be shortlisted for Adviser Firm of the Year, South East, in the Professional Adviser Awards for both 2016 and 2017.

In the Wealth & Money Management Awards 2015, we won Best in Client Service – UK, as well as Award for Excellence in Retirement Services – UK. This followed on from our success the previous year when we were awarded Best in Client Service – UK and Best Family-Run Financial Planning Firm.

At a time when the pension and retirement planning rules have changed so much, these awards mean a great deal to us – we know our clients like how we work but it’s great to be recognised in the industry as well!