Accreditations & awards

 

Chartered Financial Planner Firm

Chartered status is the most widely recognised ‘gold standard’ qualification available for professional financial planners, carrying equivalent qualifications to other established professions such as Chartered Accountants and Chartered Surveyors. It equates to a Bachelor’s Degree; but most importantly, it demonstrates our personal commitment to excellence and professionalism in everything we do, ensuring we provide you with: 

  • Ethical guidance, based around your needs and requirements
  • Competent and knowledgeable advice
  • Service and support of the highest quality 

MK & Buckinghamshire
SME Business Awards 2020

Gold winner – Community Business of the Year

We are delighted to have won the MK & Buckinghamshire SME Business Award for Community Business of the Year. The award recognises the innovative work we have done with the MK Community Foundation which provides grants to not-for-profit charities, voluntary groups and community initiatives. To support the foundation, we have set up a trust of £50,000 which will provide ongoing income to the foundation. Income from the trust will be used to support initiatives which encourage financial education for people in Milton Keynes of all ages.

MK & Buckinghamshire
SME Business Awards 2020

Silver winner – Employer of the Year

In 2020, we also achieved the Silver award for Employer of the Year at the MK & Buckinghamshire SME Business Awards. These awards recognise employers in the region who do a great job of looking after their people.

New Model Adviser, Top 100 firm

Every year, New Model Adviser, the magazine for professional financial planners, creates a list of its top 100 Independent Financial Advice (IFA) firms.

With nearly 14,000 IFAs in the UK, we are delighted to feature in this list.

Certified Financial Planner

Tony holds the Certified Financial Planner (CFP) certification, awarded by the Chartered Institute for Securities & Investment (CISI). It’s only awarded to financial planners who’ve completed a detailed assessment of their skills and knowledge and demonstrated that they’ve got the right experience, education and ethical approach.

Chartered Wealth Manager

Tony is a Chartered Wealth Manager which is awarded by the Chartered Institute for Securities and Investment. It is the mark of an up to date, experienced and qualified financial sector professional.

Resolution

Tony is a member of Resolution, an organisation of 6,500 professionals in England and Wales. Members believe in a constructive, non-confrontational approach to family law matters. Resolution also campaigns for improvements to the family justice system.

Society of Will Writers

Tony is a member of The Society of Will Writers. This is a non-profit making self- regulatory organisation which seeks to protect the public and serve the interests of active professionals in the field of will writing.

Bucks SME Business Awards – Winner 2018: Milton Keynes Business of the Year 

These awards celebrate the achievements of local businesses in the Milton Keynes and Buckinghamshire area. The Business of the Year award recognises those businesses which demonstrate their exceptional approach to all aspects of running a successful SME.

MK Business Achievement Awards 2019: Finalist for Entrepreneur of the Year

Now in its 6th year, these awards celebrate the fantastic businesses from across Milton Keynes. The 2019 awards were themed around Skills and Education, and was attended by 700 guests.

SOLLA

Tony is a member of SOLLA, an organisation which helps people to find trusted accredited financial advisers who understand financial needs in later life. A well-qualified financial adviser who is also somebody who understands the plans you need to make for your retirement years.

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   01908 523740

YOUR INDEPENDENT FINANCIAL ADVISER

Whether you’re local to us (Milton Keynes, Leighton Buzzard, Northampton, Bedford, London) or farther afield, our expert team of financial planning specialists can provide the advice and support you need to take care of your money effectively.

Call us today on 01908 523740 or use the form to request a callback.

The sooner you start planning with us, the sooner you can be living your dreams.

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