Our awards and accreditations

Our awards and professional accreditations demonstrate the expertise and high standards you can expect when you work with us.

Our accreditations

Chartered Financial Planners

Being a Chartered firm means Barwells Wealth has achieved one of the highest standards in the financial planning profession. Awarded by the Chartered Insurance Institute, which is empowered by the Privy Council to grant Chartered status, this prestigious designation is recognised as the gold standard and is only given to firms that meet rigorous professional and ethical standards. It reflects a commitment to ensuring clients are advised by highly qualified financial planners with strong technical knowledge and professional competence, who follow a strict Code of Ethics and continue to develop their skills through ongoing professional development. Choosing a Chartered firm means you can feel confident that you are working with a proven, professional business committed to delivering the highest quality advice, service, and support.

Our awards

Finalist in Professional Adviser Awards 2026

New Model Adviser Top 100 2025

New Model Adviser Awards 2025 Winner

Nominee for Professional Adviser Women in Finance Award 2025

Finalist in Professional Adviser Awards 2025

New Model Adviser Top 100 2024

VouchedFor Top Rated Advice Firm 2024 – 2025

Schroders Leading Adviser Practice (up to 10 Advisers) Winner

Member of the Institute for Financial Wellbeing

Accredited by SOLLA

Member of Equity Release Council