Our Achievements
Awards & Recognition
At Charnock & Adlington Wealth Planning, we're proud to be recognized for our commitment to excellence and outstanding service to our clients.
Industry Recognition
Our commitment to excellence has been recognized with numerous industry awards, reflecting our dedication to providing the highest quality service.
Vouched For Top Rated Adviser 2025
In March Steven was recognised, for the fourth year running, as one of the Top Rated Financial Advisors of 2025. This recognition comes at a time where the value of good advice could not be more crucial.
Navigating the cost of living crisis, rising interest rates, multiple tax changes and volatile markets with an advisor by your side ensures that you can be in the best possible position moving forwards.
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Vouched For Top Rated Adviser 2024
Vouched For Top Rated Adviser 2023
Vouched For Top Rated Adviser 2022
Professional Certifications
Our team holds numerous professional certifications, demonstrating our commitment to the highest standards of knowledge and ethical practice.
Diploma for Financial Advisors (DipFA)
Awarded by the London Institute of Banking and Finance (LIBF) to illustrate that the Advisor meets the Financial Conduct Authority (FCA)'s' standard for giving financial advice to retail clients.
Certificate in Mortgage Advice and Practice (CeMAP)
Awarded by the London Institute of Banking and Finance (LIBF) and is the industry standard licence for mortgagee advisers and brokers in the UK.
Member of the London Institute of Banking and Finance (MLIBF)
Professional designation demonstrating the achievement of recognised financial services qualifications, commitment of individuals to continuing professional development and adherence to LIBF's Code of Ethics
Level 4 Certificate in Pension Transfers and Equity Release (PETR)
Recognising specialised knowledge, and regulatory permission, that are essential to this type of advice.