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We like to stay up-to-date in the financial planning world. Check out our latest content and news articles here.
Summer Update – People and Projects
We’re more than half way through 2021 now, and what a year it has been so far! The office is coming back to life as we steadily welcome back clients and visitors, and it has been a hive of activity behind the scenes. Here is a snappy round-up to bring you up to speed
Awards we’ve received along the way
2024 – Professional Adviser Women in Finance Awards
Finalist in 2 categories - Adviser of the Year (North East) - Gillian Shirt and Team Leader of the Year (Small Firms) - Helen Morgan and Joanne Vaughan
2024 – Yorkshire Financial Awards
Winner - Financial Adviser Team of the Year
2024 – Yorkshire Financial Awards
Winner - Director of the Year
Joanne Vaughan
2024 – Yorkshire Financial Awards
Finalist - Director of the Year
Antony Barton
2024 – Yorkshire Financial Awards
Finalist - Independent Financial Adviser of the Year
Antony Barton & Gillian Shirt
2024 – Yorkshire Financial Awards
Finalist - Trainee of the Year
Luci Tinsley
2023 – Professional Adviser Women in Finance Awards
Finalist - Team Leader of the Year (small/medium firms)
2023 – Yorkshire Financial Awards
Finalists - Financial Adviser Team of the Year, Financial Adviser of the Year and Director of the Year
2022 – Professional Adviser Women in Finance Awards
Finalists - Role Model of the Year (small/medium firms) and Team Leader of the Year
2022 – Professional Adviser Awards
Finalist - Best Adviser Website
2022 – Yorkshire Financial Awards
Finalist - Independent Financial Adviser of the Year
2021 – Professional Adviser Women in Finance Awards
Finalist in 3 categories - Team Leader of the Year, Role Model of the Year (small / medium firms), Woman of the Year - In-house Adviser Support
2021 – Yorkshire Financial Awards
Winner - Rising Star of the Year
2021 – Yorkshire Financial Awards
Finalist - Financial Adviser Team of the Year
2020 – Professional Adviser Women in Finance Awards
Finalist - Financial Adviser of the Year - North
2020 – Professional Adviser Women in Finance Awards
Finalist - Woman of the Year - In-House Adviser Support
2020 – Professional Paraplanner Awards
Finalist - Paraplanner of the Year (In-house)
2020 – Yorkshire Financial Awards
Finalist - Customer Service Award
2020 – Yorkshire Financial Awards
Finalist - Financial Adviser Team of the Year
2020 – Yorkshire Financial Awards
Finalist - Rising Star Award
2019 – Yorkshire Financial Awards
Finalist - Financial Adviser Team of the Year
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