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.
New Record Turnover
The last 12 months saw us reach over a £6 million turnover
Hat-trick of award nominations
We were shortlisted for 3 awards at the Professional Financial Adviser Awards 2021
VERO Launched
The VERO Platform was launched allowing clients to have all their investments in one place
New Record Turnover
We reached a £5.5 million turnover
Joint Venture
We entered into a joint venture with Frenkel Topping's Discretionary Fund Manager, Ascencia, named Truly Asset Management.
Professional Adviser Awards
We are shortlisted in the 'Best Adviser Website' and 'Best Support Services for Advisers' at the Professional Adviser Awards 2018
Professional Adviser Awards
We were shortlisted at the Professional Adviser’s New Talent Awards 2019 for the ‘Marketer of the Year’ category
MoneyAge Awards
We were shortlisted in the 'Financial Adviser of the Year' category at the MoneyAge Awards
50 IFAs
We reached halfway of our target to get a total of 100 independent financial advisers in the UK
Professional Adviser Awards
Once again nominated for the 'Best Adviser Website' at the Professional Adviser Awards 2019
MoneyAge Awards
We were shortlisted in the 'Financial Adviser of the Year' category at the MoneyAge Awards
New Record Turnover
We reach a £5.5 million turnover
Professional Adviser Awards 2018
Nominated in the 'Best Adviser Website' and 'Best Support Services for Advisers' at the Professional Adviser Awards 2018
£4m turnover achieved
We reached £4m turnover
New Head Office
We expanded into a bigger and better head office at Atlantic House in Carlisle due to our continued growth
£3m Turnover landmark
We reached £3m turnover
Book launch
We launched the Happy Financial Adviser book
£2m Turnover Landmark
£2,364,171 turnover achieved to financial year end
Adviser numbers expanded to over B2 firm level by year end
31 Registered Individuals recorded with FCA making us a significant company
£1m Turnover landmark 31 st October 2014
£1,091,191 turnover achieved to financial year end
Action Team Launched
The Action Team began to provide a dedicated help desk for advisers
Retail Distribution Review (RDR) implementation
End of commission
Level 4 qualifications required
New definition of independence; unbiased and unrestricted
New Model Adviser article
Cover Stars, 300th edition
First recruit
Neil Jeffrey, now a Director
Regulated
FCA Number 513655
Incorporated
Founders Cath Bowden and Andrew Goodwin