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Winner​​
  • Winner  - Voted a Top 100 Firm 2019 -  New Model Adviser Top 100 2019 
  • Winner  - Team Leader of the Year - Women in Financial Advice Awards 2018 
  • Highly Commended  - Adviser Firm of the Year- London 2018 - Professional Adviser Awards 2018 
  • Winner  - Voted a Top 100 Firm 2017 -  New Model Adviser Top 100 2017 
  • Winner  - Life & Pensions Adviser Firm of the Year 2017 -  Financial Adviser Life & Pensions Awards 
Finalist
  • Finalist  - Financial Adviser of the Year  - Women's Recognition Awards 2020
  • Finalist  - Financial Adviser of the Year (London) - Women in Financial Advice Awards 2020
  • Finalist - Adviser Firm of the Year - London 2020 - Professional Adviser Awards 2020
  • Finalist  - Role Model of the Year - Women in Investment Awards 2019
  • Finalist  - Most Inspiring Returner - Women in Investment Awards 2019
  • Finalist  - Financial Adviser of the Year - Women in Financial Advice Awards 2019
  • Finalist  - Team Leader of the Year- Women in Financial Advice Awards 2019
  • Finalist  - Investment Woman of the Year (Small to Medium Firms) - Women in Investment Awards 2018​
  • Finalist  - Financial Adviser of the Year - London - Professional Adviser - Women in Financial Advice Awards 2018​
  • Finalist  - Role Model of the Year - Professional Adviser - Women in Financial Advice Awards 2018​
  • Finalist  - Team Leader of the Year - Professional Adviser - Women in Financial Advice Awards 2018​
  • Finalist  - Mentor of the Year - Professional Adviser - Women in Financial Advice Awards 2018​
  • Finalist - Adviser Firm of the Year - London 2018 - Professional Adviser Awards 2018​
  • Finalist - Financial Adviser Life & Pensions Awards 2017
  • Finalist - Adviser Firm of the Year - London 2017 - Professional Adviser Awards 2017 
  • Finalist   - Value of Advice Ambassador -  Unbiased Media Awards 2017​ 
  • Finalist   - Financial Adviser of the Year​ -  Unbiased Media Awards 2017​ 
Judging
  • ​​Member of Judging Panel - Retirement Planner Awards 2018
  • Member of Judging Panel - Retirement Planner Awards 2017
  • Member of Judging Panel - Women in Investment Awards 2017
Committee Posts
  • Member of Advisory Group to IA Sectors Committee - Investment Association - 2019 - current
  • Member of Insurance Institute of London's Financial Services Committee - 2017-​ 2020
  • Member of Personal Finance Society's London Branch Committee - 2016-17
  • ​Founder of Capital PFS - 2017
  • Personal Finance Society - London Chartered Champion - 2014-17
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What our Clients are Saying

Friendly and approachable, explains things well, keeps in touch regularly. Catherine, Gloucestershire

I have a natural mistrust of financial advisers but needed some advice on my pension and ISAs. Hayley is approachable, practical and empathetic to my needs. 
I feel that she has my interests at heart so have taken on her recommendations over the past few years - which is impressive! Thanks Hayley!  Moira, London​

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​
  • Hello
  • Ethics
  • Awards
  • Clients
  • US
  • Services
  • FAQ
  • News
  • IN PRINT
  • How we think
  • Contact