Our Awards
Top Rated Financial Adviser
2024
David Norton Building Excellence Award
2023
Certified Financial Planner Professional of the Year Award
2023
ROCCO awards
2023
Vouched for Top Rated Advisor
2023
Finalist- Financial Adviser of the Year (micro firm) in the MoneyAge Awards
2021
CISI Building Excellence Award - Finalist
2021
Voted a Top 100 UK Adviser Firm by Citywire.
2021
Finalist in Regional awards - Scotland & Northern Ireland
2021
Voted a Top 100 UK Adviser Firm by Citywire New Model Adviser
2021
Finalist - shortlisted for Pension Transfer Solutions pension transfer advice service
2020
2nd highest number of online client reviews in Scotland
14th highest number of online client reviews in the UK
2020
One of the Top Financial Planners in Scotland
2020
Voted a Top 100 UK Adviser Firm by Citywire New Model Adviser
2019
Affluent Financial Planning Ltd - shortlisted in the Tax & Estate Planner of the Year category
2019
Pension Transfer Solutions - Financial Adviser Award: Small to Medium Firm of the Year
2019
Shortlisted - Financial Adviser of the Year ( small to medium firm) in the MoneyAge Awards
2018
Shortlisted - Financial Adviser of the Year (small to medium firm) in the MoneyAge Awards
2016
Winner of Best Lifestyle Financial Planning Firm – Renfrewshire Management Awards
2016
Vouched For UK Top 250 Independent Financial Adviser 2016
2016
Nominated in The Finance Awards 2015, sponsored by the Wealth & Finance International
2015
UK Top Rated IFA
2015
Aberdeen UK Platform Awards 2015 – Finalist – Leading Adviser Practice
2015
Moneyfacts Life & Pensions awards 2015 – Finalist – Tax & Estate Planner of the Year
2015
Unbiased Media Awards 2014 - Finalist - Retirement Adviser of the Year
2014
Unbiased Media Awards 2014 - Finalist - Pension Adviser of the Year
2014
UK Top Rated IFA
2014
Unbiased Media Awards 2013 - Finalist - Pension/Retirement IFA Adviser of the Year
2013
Vouched for firm award - Best Rated Independent Financial Adviser firm in Renfrewshire
2013
Moneyfacts Life & Pensions awards – Finalist – Tax & Estate Planner of the Year
2013
Citywire New Model Adviser Top 100
2013
New Model Adviser Awards 2013 Finalist - Scotland & Northern Ireland
2013
Citywire New Model Adviser of the Year – Finalist – Scotland & NI
2012
Citywire New Model Adviser Top 100
2012
Citywire New Model Adviser of the Year – Finalist – Scotland & NI
2011
Good Advice Awards 2010 Tax and Estate Planner of the year
2010
Professional Adviser Awards 2010 Winner - Innovative IFA of the year
2010
Citywire New Model Adviser of the Year – Winner – Scotland & NI
2010
MoneyFacts Good Advice Awards - Commended – Best Retirement Adviser
2009
New Model Adviser Awards 2008 Finalist - Scotland & Northern Ireland
2008
Accredited Divorce Financial Planner
2007
Citywire New Model Adviser awards – Finalist – Scotland & NI
2007
2005 Court of the Table Member - The Million Dollar Round Table
2005
Business Gazelle Award for small business
2002
Money Marketing - IFA of the Year 1998 Finalist
1998
Planned Savings IFA of the Year awards – highly commended Finalist – Business Assurance
1998
Money Marketing - IFA of the Year 1997 Finalist
1997
Planned Savings IFA of the Year awards – highly commended Finalist – Business Assurance
1997
Planned Savings IFA of the Year awards – highly commended Finalist – Business Assurance
1996