Journey of a lifetime
In many ways, our approach to financial planning is a bit like going on a journey. Let’s say you live in Leeds but want to get to London. There are many ways you can do that – perhaps you’ll take the train, bus or plane, or even drive. But how do you know which way is best, and do you want to stop off on the way or go full steam ahead?
Financial planning is the same. You may already have your sights set on where you want to go, and just need a bit of help planning the route. Or you may want help identifying your ideal destination before we start mapping the way. Either way, we’ll be there to support and advise you at every stage.
CISI Accredited Financial Planning Firm™ of the Year Award 2022
Yorkshire Financial Awards – Financial Adviser Team of the Year. Winner 2023, 2022
Yorkshire Financial Awards – Financial Adviser of the Year (Andrew Elson). Winner 2023, 2022
Yorkshire Financial Awards – Outstanding Achievement (Sarah Elson), Winner 2023
Professional Adviser Awards – Best Client Engagement (Advisers). Winner 2023, 2020, Highly Commended 2022, 2019
New Model Adviser Firm of the North Award. Winner 2023, 2022, 2021, 2020, 2019, Finalists 2018, 2017
New Model Adviser Top 100 - 2023, 2022, 2021, 2020, 2019, 2018
Women in Finance Awards – Financial Adviser of the Year - North East (Sarah 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 – 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.