Our accreditations

Learn more about the accreditations and certifications we’ve received in our pursuit of excellence.

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.

Forrester Boyd Wealth Management profile

We have been included in the VouchedFor Top Rated 2024 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 second consecutive year that we’ve qualified.

We were delighted to be named Financial Advisory Firm of the Year in the 2023/24 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.

Get in touch

Talk to us about your financial objectives and lifetime goals. We’d be delighted to hear from you.