The firm, headquartered in Ellon, has been shortlisted in the 2025 MoneyAge Awards under the Financial Adviser Firm of the Year category. Now in its 10th year, the MoneyAge Awards celebrate the best in the UK’s financial services profession, with winners to be announced at a black-tie ceremony on 15th October 2025 at The Waldorf Hilton, London.

In addition, Emma Reid, one of the firm’s senior advisers, has been named a finalist for Financial Adviser of the Year at the 2025 Women’s Recognition Awards (WRA). The WRA, hosted by Financial Reporter and supported by L&C Mortgages, honours outstanding female professionals across the mortgage and financial advice sectors.

Managing director Phil Anderson said: “It’s an honour to be recognised nationally for the work we do, and I’m especially proud of Emma being shortlisted individually.

“These nominations are a testament to our team’s hard work, professionalism, and client-first approach across every aspect of our business.”