Accreditations and awards

We know that talking about money can be difficult. We aim to make the process easier and to ensure we earn your trust. We are a safe pair of hands.

We are proud to have been awarded the following accreditations:

Women in Financial Advice awards Finalist 2021

Women in Financial Advice awards Finalist 2021
Both Helen Vaughan and Tina Wilson are finalists in the 2021 Women in Financial Advice awards. Helen is a finalist in the Financial Adviser of the Year – Midlands and East Anglia. Tina is a finalist in the Most Inspiring Returner category.
This years winners will be announced in October.
Both Helen and Danielle were also finalists in both 2020 and 2019.

Chartered status

Helen Vaughan is also a Chartered Financial Planner. Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. It is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics. Choosing a Chartered Financial Planner means you can be confident that you are dealing with one of the UK’s leading advisers who is wholly committed to providing you with the best possible advice, service and support.

STEP member accreditation

STEP is the global professional association for those advising families across generations. As a member of STEP, Helen has received specialised training and is recognised as an expert in helping families plan their assets and transfer wealth across generations. She is committed to upholding high professional standards and as a member of STEP, helps to promote education and share best practice in this important area of work.

Fellow of PFS

Helen is a qualified member of the Personal Finance Society (PFS) and holds the highest designation awarded by the PFS – Fellowship. Completion of the Fellowship programme shows that Helen has attained and maintained the most prestigious level of professional financial planning achievement. Fellowship doesn’t just come with letters after Helen’s name; it also comes with a commitment to continuing professional development and adherence to the CII Code of Ethics.

How can we help you?

For more information on how we can help you, and to take the next step in planning your ideal financial future, contact us using the direct messaging box on the right, or via our email or telephone contact details below.