We've been nominated!

“It’s not everyday you get nominated for an award, and to be nominated at such a prestigious national event is incredibly exciting,” says Alan Seward with a proud smile on his face.

We are delighted to announce that we’ve been nominated ‘Best Small Adviser’ at the Professional Advisor Awards, which recognise the highest of standards and service in the Independent Financial Advice industry.  Other categories include ‘Best Investment Adviser’, ‘Best Annuities Provider’ and ‘Best IFA Network’.  We are down to the final eight in our category (there are around 10,000 small IFAs in the UK) and we will discover our fate at a glittering awards ceremony at London’s Hyde Park Hilton in February.

One of the things that clinched our nomination was the quality of our website, which the panel feels is both user-friendly and informative.  “We work very hard with our marketing team to ensure our website is up to date and useful for our clients,” says Alan.  Alan also praises his team who he says are always quick to put customer needs above everything. “We put people before products every time.  It’s the only way to do business,” he smiles.

The Professional Adviser Awards profile the very best providers to the IFA market and they stand out from others in the industry because they are entirely voted for by IFAs.

Competition is tough and receiving a nomination is a great feat in itself.  In keeping with all award nominees, Alan says that simply being nominated is enough to leave him feeling proud.  “But, of course, we’d like to win’” he says with a smile, “it would be great to bring the trophy home to Bath!”

As featured in the Bath Chronicle (click to read article):