We are incredibly excited to announce that we have been shortlisted as one of the finalists for the Money Marketing Interactive (MMI) awards in the ‘Small Advice Firm of the Year’ category.

The MMI awards recognise the industry’s best advisers and providers. We are both delighted and excited to be rated alongside so many other amazing firms.

Not only does this mean we have demonstrated exceptional skill and talent in the realm of financial planning, but we have also shown a deep commitment to pushing boundaries and setting new standards within the profession.

The accolade is not awarded lightly. The panel of expert judges have deliberated over the numerous high-quality submissions. Several shortlisting rounds occur before they go through each entry with a fine-toothed comb to select their finalists.

The final stage is an interview with the judging panel in June before the winner is announced at a glittering awards ceremony in London’s West End in September.

We would also like to extend our heartfelt congratulations to all the other finalists and a small amount of good luck – but not too much!. Being shortlisted for the MMI Award is an impressive achievement for us as we are the smallest firm by far to be selected as one of the six finalists.

Keep your fingers crossed for us!