The firm set a new company record for new business for the third time in 2025, surpassing a previous benchmark that had stood since March 2019.

Managing Director Phil Anderson said: “This has been a super month right across the business. The team have worked incredibly hard, and it’s fantastic to see that effort reflected in our results. To have set three new records in one year is a huge achievement for everyone involved.”

One standout success came from Lewis Jackson, who joined the company earlier this year. Lewis recorded the best-ever month by a mortgage adviser in the firm’s history, an outstanding accomplishment that underscores his talent and dedication.

Adding to the celebrations, financial adviser Jake Crossley, aged just 21, has been named Young Financial Planner of the Year (North East & West, Scotland & Northern Ireland) at the Money Marketing Young Financial Planner Awards, sponsored by Brooks Macdonald, held recently in London.

Mr Anderson added: “We’re absolutely thrilled for Jake. Winning such a prestigious award at only 21 is an incredible achievement. He’s making a huge impact on our business growth, and it’s great to see him getting the recognition he deserves.”