MoneyAge Awards


We were delighted to have been shortlisted for the Financial Adviser of the Year Award at the 2016 inaugural MoneyAge Awards.

The MoneyAge Awards, supported by The CII, The National Skills Set Academy, The Society of Mortgage Professionals and The Personal Finance Society celebrate excellence, professionalism and innovation in the hugely competitive but critically important personal finance space.

Mike Horseman, our Managing Director, said: “Our team continues to expand and maintaining quality through any period of growth can be a challenge, so we are delighted to have been shortlisted in this category alongside a number of very high profile planners”.

This year’s winners were announced at the MoneyAge Awards Gala Dinner & Ceremony on 13 October 2016 at the Millennium Hotel London Mayfair. The event was attended by hundreds of guests and hosted by a top comedian.

Further information on the awards, including the winner and full final shortlists, can be found at:

Just a quick message to say a huge 'Thank You' for taking the time to 'conference call' us today to reassure us & give us all that information & guidance regarding Rob's American Optical Pension Plan. We are happy now, that we are making the right decision to take the benefit as a monthly income for life.

You always explain things in such a way that makes it all makes sense.

- Christine & Rob, Private Clients