The annual awards, organised by Money Marketing , reward those firms who represent excellence in the financial sector. Celebrating their 30th year, the awards were announced at a virtual ceremony last night.
After being shortlisted for three awards, we were absolutely ecstatic to be recognised in all three categories:
- Diversity Champion of the Year (winner)
- Best ESG Adviser of the Year (winner)
- Best Paraplanner (highly commended – Lindsay John)
The Awards broadcast video is available to view on demand via the awards website .
If you have family, friends or colleagues who you think would benefit from our approach, please get in touch  and we will be delighted to speak to them.
Thanks again for your ongoing support.