Awards and accreditations
Celebrating our success
It’s a common misconception that all Financial Planners are the same, so we’re here to show you just how unique we are! Our awards and accreditations highlight the differences between us and other firms, showcasing our commitment to excellence and dedication to practising what we preach.
Lottie is a Chartered Financial Planner
Lottie holds the prestigious Chartered Financial Planner status, considered the “gold standard” in financial services. This was achieved through years of hard work and determination and it puts Lottie among the top planners in the profession.
By working with Lottie, you are choosing a Financial Planner who has made a public commitment to professionalism. Not only does Lottie demonstrate the highest levels of financial and technical knowledge, but you will feel reassured that your problems will be solved by one of the best in the profession.
Lottie is a Resolution Accredited Divorce Specialist
Lottie is one of only a tiny proportion of female advisers who are Resolution Accredited Divorce Specialists. This accreditation is a mark of excellence and helps ensure families dealing with separation and divorce receive the support they need to resolve their issues.
Lottie gained this specialist accreditation through a rigorous two-part process assessed by skilled Resolution experts.
Lottie’s award wins
VouchedFor Top Rated Adviser 2025
Independent Financial Adviser of the Year Women in Finance 2023 Winner
Rising Star of the Year Yorkshire Financial Awards 2023 Winner
Financial Adviser 2B Money Marketing Awards 2022 Winner
Financial Adviser of the Year Growth Investor Awards 2021 Finalist
