Our accreditations

SIFA was established in 1992 to encourage interaction between legal and financial advisers. As a SIFA Professional firm, we’re listed in a directory that the Law Society recommends to its members. Alongside solicitors, we provide financial advice services for clients who would benefit from a joined-up approach to rebuilding their lives and solving problems.

Cyber Essentials Plus recognises that our organisation is protected against cybersecurity breaches. A step up from the standard Cyber Essentials certification, this award, alongside IASME Assurance, certifies that our security controls have passed a robust technical audit and that we have in place a range of important cybersecurity, privacy, and data protection measures. View our certificate here.

Membership of the Consumer Duty Alliance demonstrates our commitment to client service excellence. We must adhere to a Code of Professional Standards that includes an agreement to act in good faith in all dealings with clients; inform, empower and support clients to pursue their financial needs, objectives and aspirations; and fully disclose and consciously mitigate any conflicts of interest.

The Financial Vulnerability Charter forms a key part of our commitment to the Consumer Duty Alliance Code of Professional Standards. The charter focuses on our duty of care towards vulnerable people and states that we’ll act without prejudice, always using our best endeavours to place our clients’ interests above commercial gain.

We have been included in the VouchedFor Top Rated 2025 Guide, distributed by the Times. VouchedFor is the UK’s leading independent review site for financial advisers and planners, mortgage brokers, accountants, and solicitors. VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. Even better, we are the only Top Rated Firm with offices in East Yorkshire, South Yorkshire, Lincolnshire, and North Nottinghamshire, and it’s the third consecutive year that we’ve qualified.

We were delighted to be named Financial Advisory Firm of the Year in the 2023/24 and 2024/25 Prestige Awards for Central England. This award recognises small and medium-sized businesses that have proven to be the best in their market over the past 12 months. The winners selected are those who can best demonstrate their strengths in these areas and retaining awards demonstrates that we consistently deliver excellence for our clients.

The FT Adviser Top 100 celebrates the best financial advice firms in the UK, and we are delighted to have been included in the list. Inclusion is based on independently analysed data but goes further, highlighting companies that have developed themselves and their team. It demonstrates how exceptionally valuable financial advice and financial planning are to millions of Britons, whose financial health and wealth have been supported over the past year. We’re very proud to have been included in both 2024 and 2025, making it two consecutive years we have been included.

We are proud to announce that we have been named a finalist in the 2025 Investment Life & Pensions Moneyfacts Awards, in the Retirement Adviser of the Year category. This national recognition reflects our ongoing commitment to delivering high-quality, personalised retirement planning services that support our clients in achieving their long-term financial goals. Being shortlisted for this prestigious award is a testament to the dedication and expertise of our team, who continue to ensure that we place our clients’ interests at the heart of everything we do.

We are proud to have been named Finance Advisory Firm of the Year in the Corporate LiveWire Global Awards 2025/6. These international awards recognise leading firms from around the world that demonstrate outstanding service, strong client outcomes and a commitment to high professional and ethical standards.

Being recognised in a global awards programme is a significant achievement for a business like ours. It reflects the strength and depth of our team, our long-term commitment to clients in our local communities and the quality of the financial planning and wealth management advice we provide. For our clients, it offers additional reassurance that the service they receive is being recognised and benchmarked on an international stage.