Meet the team

It's not every day you find the perfect partnership, but when you do, life is good.

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The reason our clients come back year after year

We’re a multi award-winning, highly qualified team who really care about providing the best advice and the highest service levels to our clients. We go that extra mile to give you outstanding service.

With a diverse range of skills, plenty of imagination, and a determined drive to get results, it’s no wonder our clients come back year after year.

Every one of us is dedicated to doing a great job for our clients, but it’s when we come together as a team that the magic really happens.

Want to join us?

If you share our commitment to excellence and think you’d be a great addition to our team, please get in touch – we’d love to hear from you.

Find out more

Awards

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CISI Accredited Financial Planning Firm™ of the Year Award 2022

New Model Adviser Top 100 - 2022, 2021, 2020, 2019, 2018

Women in Finance Awards – Financial Adviser of the Year - North East (Sarah Elson). Winner 2022

New Model Adviser Firm of the North Award. Winner 2022, 2021, 2020, 2019, Finalists 2018, 2017

Yorkshire Financial Awards – Financial Adviser Team of the Year. Winner 2022

Yorkshire Financial Awards – Financial Adviser of the Year (Andrew Elson). Winner 2022

Yorkshire Financial Awards – Director of the Year (Sarah Elson). Winner 2022

Professional Adviser Awards – Tax-Efficient Adviser of the Year. Winner 2021

Professional Adviser Awards – Adviser Firm of the Year – UK. Winner 2020

Professional Adviser Awards – Best Client Engagement (Advisers). Winner 2020, Highly Commended 2022, 2019

Professional Adviser Awards – Professional Adviser Firm of the Year – North East. Winner 2020, 2019, Finalists 2022, 2021

CISI Accredited Financial Planning Firm™ of the Year Award 2019

Yorkshire Financial Awards – Best Employer. Winner 2019

Retirement Planner Awards – Best Individual Pensions Advice Firm of the Year – The North and Scotland. Winner 2019, Finalist 2018

Investment Life & Pensions Moneyfacts Awards – Retirement Adviser of the Year. Highly Commended 2018

Ready to talk?

If you want to know more about getting the most out of your finances for your retirement, investing or estate planning, please get in touch. You can send us an email or use the direct message box at the bottom of this page. Or call us and we can chat through your needs and, if you are ready, make an appointment to better understand how we can help.

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