Three nominations at the 2023 Professional Adviser Awards

Following on from our success in 2022, we are delighted to announce that we have been shortlisted in THREE award categories in the Professional Adviser Awards 2023.

1. Adviser Firm of the Year (Midlands & East Anglia) – based on a case study submission plus an overview of our business.
2. Best Client Engagement (Advisers) – based on how we engage with our wonderful clients. Having won this category in 2021 and 2022, we are hoping for the hat-trick this year.
3. Best Retirement Initiative – based on our trademarked SmartRetire® planning service, where we combined expert financial advice with retirement transition coaching (and many other added values).

Being nominated for these awards mean so much to us, as they recognise our continued approach to delivering a truly human-focused financial planning service to the clients and households who employ us.

These awards are also an opportunity for the industry to gather together and celebrate the last 12 months of successes and achievements for advisers and advice firms from all corners of the UK.

We wish all other nominees good luck on the night in April, and we look forward to seeing you all there!