Our winning streak!

We’re delight to announce we have been named winners of the Best Financial Planning Firm – England at the 2017 Wealth & Money Management awards and Best Family-Owned Wealth Management Firm at the 2017 UK Enterprise Awards. What’s more, Managing Director Tristan Hartey has been announced winner of Young Entrepreneur Awards 2017 at the UK Enterprise Awards too!

Both awards evaluate the firm’s performance, commitment and innovation over the past 12 months and these prestigious accolades are only given to the most dedicated firms and individuals.

Looking back on the year so far and optimistic about the firm’s future Chairman, Karl Hartey shares his thoughts on winning the awards; “Winning these awards is a huge achievement, and although I know our team work hard to provide our clients with a first class service, it’s great to see that it is being noticed elsewhere too.”

“Growth remains a key focus for our firm going forward and we are keen to conduct this organically in order for us to maintain the level of service which we pride ourselves on. We believe that supporting a limited num­ber of clients ensures that they receive the individual attention they deserve. This strategy will


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