Award Winning Financial Advice

The Winners of: Financial Adviser of the Year, Online Financial Adviser of the Year, IFA of the Year, Pensions Adviser of the Year and many more as well as Gold Standard advice accreditation.

We continually strive to be the best financial adviser and give the best financial advice we can for our clients.  
(Pictured collecting another award, our Directors Joanne and Ashley Roberts-Clark with Jonathan Ross) and another below with cricketing legend David Gower.

• Husband and Wife family firm
• Highly qualified Chartered Financial Planners
• Award winning financial advice
• Low cost online and face to face advice
• DOWNLOAD Our Brochure - about us and our services
• DOWNLOAD Money MOT Service Brochure - ongoing services fact sheet – details about our ongoing Financial Advice services
• DOWNLOAD Client References Brochure - what the professionals and clients think about us

Financial Adviser of the Year, Online IFA of the Year, Pensions Adviser of the Year and many more ...  this is what the public, other advisers, insurers, investment companies and finance journalists think of us ... 

Automated/Artificially Intelligent/Robo Financial Advice:  "Some people have asked us why no major awards for the last few years? We are not actively seeking high profile awards entries at present as around 75% of our time and budget for the last five years has been devoted to the development of our fintech/virtual/robo financial adviser.  This is a ground breaking development that many have simply failed to deliver and WE WILL DO SO VERY SOON!"  Ashley Roberts-Clark, Director, January 2022.

• 2024 - Winner Best Independent Financial Advisor Richmond - The Business Concept Independent Business Awards 2024
• 2024 - Winner International Online & Expat Financial Adviser of the Year - SME News UK Finance Awards
• 2023 - Winner Most Dedicated Family-Run Financial Planning Firm - Worldwide Finance Awards (Acquisition International)
• 2022 - Winner Most Dedicated Family-Run Financial Planning Firm - SME News UK Finance Awards
• 2022 - Winner Financial Life Planning (UK) - FM M&A Awards
• 2022 - Winner Best Independent Financial Advisory Firm - Retirement Planning Awards 
• 2021 - Winner Financial Planning (UK) - FM Global Awards
• 2021 - Winner Financial Life Planning (UK) - FM M&A Awards
• 2020 - Winner Financial Planning (UK) - FM Global Awards
• 2020 - Winner Financial Planning (UK) - FM Legal Awards
• 2020 - Winner Game Changer Award - Ashley Roberts-Clark - FM Game Changer Awards
• 2019 - Winner Women in Finance Award - Joanne Roberts-Clark - FM Women in Finance Awards
• 2019 - Pension Transfer Gold Standard - The Personal Finance Society/Chartered Insurance Institute
• 2019 - Winner Expatriate Finances Adviser of the Year (UK) - FM Fintech Awards
• 2018 - Winner Expatriate Finances Adviser of the Year (UK) - Finance Monthly (FM) M&A Awards
• 2018 - Finalist Adviser Firm of the Year (South West) - Professional Adviser Awards
• 2018 - Finalist Best Client Engagement (UK) - Professional Adviser Awards
• 2016 - Top 50 Financial Advisers in World - Acquisition International
• 2016 - Winner Wealth & Finance International’s Money Management Awards
• 2014 - Finalist Retirement Planner Awards
• 2013 - Finalist IFA Firm of the Year*
• 2013 - Finalist Online IFA of the Year*
• 2012 - Winner Pensions IFA of the Year*
• 2012 - Runner Up IFA Firm of the Year*
• 2012 - Runner Up Online IFA of the Year*
• 2011 - Winner Online IFA of the Year*
• 2011 - Runner Up IFA Firm of the Year*
• 2010 - Winner IFA Firm of the Year*
• 2010 - Winner Online IFA of the Year*
• 2009 - Best Tax and Estate Planner
• 2009 - Runner Up IFA Firm of the Year*
• 2008 - Winner IFA Firm of the Year*
• 2008 - Runner Up Online IFA of the Year*
• 2008 - Best Financial Education Initiative
• 2008 - Best Online IFA
• 2007 - Best Financial Advice Site
• 2007 - Best Online IFA
• 2007 - Best Online Regulatory Initiative
• 2006 - Winner Online IFA of the Year*
• 2006 - Winner Pensions IFA of the Year*
• 2006 - Runner Up Protection IFA of the Year*
• 2005 - Winner Online IFA of the Year*
• 2005 - Winner Critical Illness IFA of the Year*
• 2004 - Winner Online IFA of the Year*
• 2003 - Best Use of the Web
• 2003 - Runner Up IFA Firm of the Year*
• 2003 - Runner Up Protection IFA of the Year*
• 2003 - Best IFA Website*
• 2002 - Winner IFA Firm of the Year*
• 2002 - Best Use of New Media
• 2002 - Best IFA Website*
• 2002,03,04,05,06,07,08,09 Golden Web Awards

* Financial Times Business: Financial Adviser Life and Pensions Awards

There are 180,000 people employed in financial services in the UK employed by thousands of firms, of which some are many times the size of ours with considerably larger resources, manpower and budgets.  We work seven days a week for our clients and users alike and do our best to ensure that you get the best financial website service possible.  Competition for awards is always fierce and we are always thrilled for just being shortlisted let alone winning as it just proves to us that we must be consistently doing something right for you, our clients and users.

"Thank you

These are also your awards.  Being a smaller firm and pioneering transparent, low cost financial services advice, we need you, our users and clients.  Without you we could not trade, which would mean no site.  Thank you to all our users for your continued support." Ashley Clark and Joanne Roberts, Directors.