Chartered status

When choosing a financial planner, you want someone with proven expertise, integrity, and a commitment to putting your best interests first. That’s exactly what Chartered status represents.

Our Company Director, Sarah Hogan, holds the prestigious title of Chartered Financial Planner, a mark of excellence granted by the Chartered Insurance Institute (CII), the leading professional body for the insurance and financial services industry.

This designation recognises not only Sarah’s technical knowledge and experience, but also her ongoing commitment to professional development, ethical practice, and delivering the highest standards of advice.

For our clients, it’s reassurance that you’re working with someone who goes above and beyond – because you deserve nothing less.

Top Rated Firm

This prestigious recognition is awarded to firms who consistently deliver exceptional service and receive outstanding feedback from verified clients. It reflects not just the quality of our financial advice, but the trust, care, and dedication we bring to every relationship.

To qualify, firms must maintain high client ratings across multiple advisers, meet strict compliance checks, and demonstrate an ongoing commitment to transparency and excellence. Every review is independently verified by VouchedFor, so you can be confident this award is earned, not claimed.

Being a Top Rated Firm means that our clients believe in us, value the work we do, and are happy to recommend us and that means the world to our team.