We were pleased to pick up three awards at this year’s Investment Life & Pensions Moneyfacts Awards 2025.
We were awarded:
- Retirement Adviser of the Year
- Paraplanner of the Year – Rachael Martin
- Commended – Investment Adviser of the Year
These awards are incredibly meaningful to us, as they reflect the authority, expertise, and trust we strive to uphold within our industry and with our clients. Being recognised in this way strengthens our commitment to providing expert, personalised advice and tailored financial solutions.
Nathan Harris, Partner & Chartered Financial Planner, said “Rachael is an exceptional paraplanner whose technical expertise is matched only by her dedication to supporting and mentoring the next generation of financial professionals. Since joining us five years ago, she has achieved an impressive range of qualifications and now leads a team of young paraplanners, nurturing their development and helping them succeed in a sector that can often feel exclusive.”
The Investment Life & Pensions Moneyfacts Awards are widely recognised as a benchmark for excellence in the financial services industry, highlighting the very best products, services, and professionals. These annual awards celebrate innovation, expertise, and the commitment of firms and individuals to delivering outstanding financial advice and solutions.
You can view the full list of winners here