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I was delighted to be announced as a Finalist in the ‘Retirement and Later Life Advice Specialist of the Year’ category by our professional body, The Personal Finance Society (PFS).

Given that we are a small firm, up against the largest city organisations, I couldn’t be more proud of this achievement. On the night, the top accolade went to one of the other finalists, but this makes me all the more committed to continuing to strive to come out on top next year!

It is important to us to deliver to you a retirement planning service of the highest quality, and this national professional recognition is a strong endorsement of our performance and progress.


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