Our Awards and Accolades

We are proud to have been recognised over the years for the work that we do and the way that we run our business. Our trophy cabinet is looking good! Here is our award history:

2016

Eldon – Citywire “Top 100” firm
Neale – Chartered Insurance Institute of Newcastle upon Tyne’s Maddocks Prize

2015

Eldon – Citywire “Top 100” firm

2014

Eldon – New Model Advisers of the Year 2014 – The North
Eldon – Citywire “Top 100” firm
Gemma – Insurance Institute of Newcastle Upon Tyne’s Young Achiever of the Year

2013

Eldon – New Model Advisers of the Year 2013 – The North
Eldon – Citywire “Top 100” firm
Gemma – Institute of Financial Planning (IFP) UK Paraplanner of the Year

2012

Eldon – New Model Advisers of the Year 2012 – The North
Eldon – Citywire “Top 100” firm
Gemma – Personal Finance Society (PFS) UK Paraplanner of the Year

2011

Eldon – UK Chartered Financial Planners of the Year
Eldon – One of the first 25 UK firms to be “Accredited” by the Institute of Financial planning (IFP)

2010

Eldon – a quiet year……

2009

Eldon – South Durham Enterprise Agency awards. Winners of “Innovation” category for our professional service
Eldon – North East Chamber of Commerce, winner of “Excellence in Customer Service” award

2008

Eldon – New Model Advisers of the Year – The North
Eldon – North East England Business awards winner of “Service “ category

2007

Eldon – in the first wave of firms in the UK awarded the new Corporate Chartered status
Tony & Joss – achieve “Certified Financial Planner” status from the IFP.

2006

Tony & Joss – In the first group of individuals awarded individual “Chartered Financial Planner” status from the Chartered Insurance Institute (CII)