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:

Thank you for so much yesterday. Firstly for focusing our minds on a number of points where action will make such a difference in the short term plus giving us a plan to take us forward, hopefully to eventual freedom!!

Secondly, we very much enjoyed a lovely lunch, thank you.

- Chris and Mary P, Private Client