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!



2020


Top 100 2020

Eldon – New Model Adviser “Top 100” firm


2019


Chartered Financial Planner 2019

Gemma – Chartered Financial Planner of the Year

Top 100 2019

Eldon – New Model Adviser “Top 100” firm


2018


Top 100 2018

Eldon – Chartered Financial Planning Firm of the Year

Top 100 2018

Eldon – New Model Adviser “Top 100” firm


2017


Top 100 2017

Eldon – New Model Adviser “Top 100” firm

Top 100 2017

Eldon – “Service Company of the Year”


2016


Top 100 2016

Eldon – New Model Adviser “Top 100” firm

CII Neale

Neale – Chartered Insurance Institute of Newcastle upon Tyne’s Maddocks Prize


2015


Top 100 2015

Eldon – New Model Adviser “Top 100” firm


2014


CII Gemma

Gemma – Chartered Insurance Institute of Newcastle Upon Tyne’s Young Achiever of the Year

Top 100 2014

Eldon – New Model Adviser “Top 100” firm

NMA 2014

Eldon – New Model Advisers of the Year 2014 – The North


2013


Paraplanner Award

Gemma – Paraplanner of the Year

NMA 2013

Eldon – New Model Advisers of the Year 2014 – The North