A lot has happened during our quick growth. Below we’ve highlighted some of our key milestones along the way and are excited to add many more in the years to come.
A lot has happened during our quick growth. Below we’ve highlighted some of our key milestones along the way and are excited to add many more in the years to come.
We reached £4m turnover
We expanded into a bigger and better head office at Atlantic House in Carlisle due to our continued growth
We reached £3m turnover
We launched the Happy Financial Adviser book
£2,364,171 turnover achieved to financial year end
31 Registered Individuals recorded with FCA making us a significant company
£1,091,191 turnover achieved to financial year end
The Action Team began to provide a dedicated help desk for advisers
End of commission
Level 4 qualifications required
New definition of independence; unbiased and unrestricted
Cover Stars, 300th edition
Neil Jeffrey, now a Director
FCA Number 513655
Founders Cath Bowden and Andrew Goodwin