1998

A real highlight was being shortlisted for the Small Company IFA of the Year at the Money Marketing Awards, showcasing the firm as being one of the leading IFAs in Cheshire. This was some of the first industry recognition that the business received and has since been followed by a number of prestigious industry awards over the years – to see our recent awards click here

This year also saw the formation of Applewood Group to significantly expand the business.

 Key events

  • Shortlisted for the Small Company IFA of the Year at the Money Marketing Awards 1998
  • Applewood Group joined