Awards

We’re honoured to have been recognised by several professional awards over the years. Click on the logos below for further details.

 
Retirement Planning Awards 2023
SME News – Scottish Enterprise Awards 2022
NMA Top 100 – 2021
Courier Business Awards
Corporate Livewire Scotland’s Prestige
Professional Adviser – 2021 Adviser Firm of the Year – Scotland
VouchedFor Certificate of Excellence 2020
New Model Advisor Top 100 2018
New Model Advisor Top 100 2017
CFP of the Year 2013
Best rated firm in Dundee
New Model Advisor of the Year 2013
New Model Advisor 2014
New Model Advisor 2015
New Model Advisor 2016
New Model Advisor Top 100
PAA09
PAA10
Widows Awards