Fifteen Years of Financial Excellence
From a small London office to serving thousands of clients across the United Kingdom, our journey has been marked by consistent growth, industry recognition, and unwavering commitment to exceptional customer service.
Industry Recognition & Certifications
Our commitment to excellence hasn't gone unnoticed. These achievements represent years of dedicated service and continuous improvement in financial customer service delivery.
Financial Excellence Award
Recognised by the UK Financial Services Authority for implementing innovative customer service protocols that reduced complaint resolution time by 60% while maintaining 98% satisfaction scores.
2024Customer Service Champion
Awarded by the Institute of Customer Service for consistently ranking in the top 3% of financial service providers across the UK. Our personalised approach helped over 8,000 clients navigate complex financial decisions.
2023Digital Innovation Leader
London Finance Awards recognised our development of accessibility-first digital tools that made financial services more inclusive. The platform now serves clients with diverse needs across 47 UK cities.
2022Milestones in Client Success
Each year has brought new challenges and opportunities to better serve our community. Here's how we've grown alongside our clients, adapting our services to meet evolving needs.
Foundation & Early Growth
Established our core customer service framework and began serving London's financial community. During our first year, we focused on building trust through transparent communication and reliable support.
Digital Transformation
Adapted rapidly to changing client needs by developing our digital service platform. This period taught us invaluable lessons about maintaining personal connections while embracing technology.
Expansion & Recognition
Extended our services beyond London to serve clients across the UK. Our customer-first approach earned industry recognition and helped us build lasting relationships with families and businesses nationwide.
Sustainable Growth Focus
This year we're concentrating on deepening relationships with existing clients while carefully expanding our team. Quality remains our priority as we work toward serving 15,000 clients by year-end.
Marcus Thornfield
Founder & Managing Director