We are delighted to announce that we have been shortlisted in three prestigious categories at the upcoming Investment Life & Pensions Moneyfacts Awards 2025.

This year, we are proud to be finalists in the following categories:

• Retirement Adviser of the Year
• Investment Adviser of the Year
• Paraplanner of the Year – with special congratulations to Rachael Martin!

These awards are among the most highly regarded in the financial services industry, recognising excellence, professionalism, and dedication to client services. Being named as a finalist reflects the hard work and commitment of our entire team.

We would also like to extend a thank you to our clients who took the time to vote for us.

The winners will be announced at an awards ceremony held at the Royal Lancaster London Hotel on 24th September 2025. We’re keeping our fingers crossed and are looking forward to celebrating with so many inspiring professionals in the industry.

You can view the full list of finalists here:
https://www.moneyfactsgroup.co.uk/awards/ilp/shortlist