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We’ve grown considerably since we were established in 2005, (originally under the name Phoenix Independent Advisers Ltd) both through recommendations from our clients and also through several acquisitions.

We’re an FTAdviser Top 100 Financial Adviser for the 4th year running!

We’re delighted to again be recognised by FTAdviser as one of the Top 100 Financial Advisers here in the UK in 2022, having also achieved this in 2018, 2019, 2020 and 2021.  
These awards showcase some of the best financial businesses here in the UK, and with over 5,000 other advice firms we’re extremely proud to be recognised among the very best. This is a clear reflection of our strong belief in ethical conduct and as a firm who uphold the highest professional standards.  
Please go to to find out more, including how the results are compiled.
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