Award Judges’ Comments

Business Strategy

Good processes and excellent staff engagement.

An impressive strategy is in place to power this firm forward.

Excellent customer focus throughout and very good alignment of business processes with corporate objectives.

Client Service

This is a solid, professional all round approach to client service even though it lacks a bit in terms of innovation. They clearly know their clients, stay close to them and offer a highly professional service – just what best practice is all about.

Clear client focused material is provided for IFAs who join the network which enable them to deliver client centric outcomes that deliver tangible value.

Focused on clients with good technology and marketing.

Best Adviser

A great business with fee based costs that compares favourably against commission focussed rivals.

Well thought through strategy which touches on all the important aspects of running an effective business.

A very strong entry. The coherent, integrated business development strategy addresses all of the key client requirements and regulatory issues.

A clear, credible and consistent growth profile, with a strongly defined investment proposition.


    Our Chartered Financial Planning team have been nominated 15 times for awards. For more information contact us.

    ii award 2016

    Clive Tutton receiving the International Investment Winner – Best Best-Practice in Offshore Award 2016.


    Aegon head of sales development,
    Mark Hayhoe, James Pearcy-Caldwell and Charles Kennedy MP.

    100 YEARS