We are super excited to announce that we’ve been shortlisted in the Best Paraplanning Service category at the prestigious Money Marketing Awards. This is a testament to the entire team’s hard work and commitment to delivering outstanding service to our clients.

The Money Marketing Awards are widely regarded as one of the most coveted in our sector, so we were chuffed to bits to find out we made the final four! We have always been exceptionally proud of our team’s expertise, professionalism, and attention to detail but recognition like this is an absolutely fantastic achievement.