Professional Adviser Awards

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We were delighted to be shortlisted for the Professional Adviser’s Adviser Firm of the Year Scotland and Northern Ireland in 2019.

The Professional Adviser Awards “seek to reward excellence in financial advice” and the entrants are judged by experienced financial professionals. The panel is made up of platform experts, fund and wealth managers, financial advisers, and business consultants.

In this, the 11th year of the competition, there were seven other companies in the Scotland and Northern Ireland category; including two fellow Edinburgh firms who were highly commended. There is stiff competition for this category every year and we were very honoured to have been recognised for this prominent award.

We previously won the Professional Adviser’s Adviser Firm of the Year Scotland and Northern Ireland in 2016, and were delighted to collect the award on Thursday 11th February at the Professional Adviser Awards 2016 in London. Our Chairman, Margaret Mearns, was there to collect the award.

On collecting the award Margaret said: “We are absolutely delighted to win the Professional Adviser award. This is a wonderful recognition of the hard work and professionalism shown by all of our team.”

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