Here at Face to Face Finance we work hard to make sure we are giving the best advice possible and are holding ourselves to the highest standards. We’re proud that over recent years we have been able to prove that with industry recognition through accreditations, memberships and awards.

These accreditations show our commitment to continued growth and improvement within our industry, both as a company and individuals within the team.

Accreditations and Memberships

Personal Finance Society Accreditation
Personal Finance Society Associated Firm

As a Personal Finance Society Associated Firm you can be sure that we are held to the highest industry standards.

We are committed to act in the best interest of our clients, demonstrate integrity and fairness, comply with the spirit and rules of regulations.

It also means we are dedicated to training our team and helping them develop their skills. So we can provide our clients with the best service possible.

Financial Vulnerability Taskforce Membership
Financial Vulnerability Taskforce

We’ve committed to The Financial Vulnerability Taskforce, an independent and inclusive representative body covering the personal finance sector. Supported by the Personal Finance Society, it seeks to promote greater understanding of vulnerability, encourage appropriate behaviours and establish good practice in respect of people who find themselves in vulnerable circumstances. We’re a safe pair of hands.

Equity Release Council Membership
Equity Release Council

Ralph and Bob are members of the Equity Release Council, the industry body for the UK equity release sector.

In becoming members, they have signed up to the Council’s Statement of Principles. That means you can trust us to give the very best advice and guidance when it comes to deciding whether equity release is right for you, and choosing which arrangement will help you best meet your financial objectives.

SOLLA Accreditation
Society Of Later Life Advisers (SOLLA)

Ralph is a fully accredited member of the Society Of Later Life Advisers (SOLLA). The aim of SOLLA is to raise awareness of potential financial issues in later life and help consumers find a local adviser who is well-qualified to provide advice for older people and their families.

We believe this helps give you the peace of mind that we have specialist knowledge of this ever changing sector and can help you every step of the way.

SOLLA Later Life Learning Accreditation
SOLLA Later Life Lending Advice Service

As well as being a fully accredited member of SOLLA, Ralph has also undertaken the SOLLA Later Life Lending Advice Service. It’s an accreditation which demonstrates an adviser’s knowledge regarding client care which supports older and potentially vulnerable clients. This accreditation means Ralph has reached a high level of advice skill and application of knowledge in this area, a reassuring accreditation we’re sure you agree.

Dementia Friends Member
Dementia Action Alliance

Sadly, dementia is something we come across more and more frequently. We’re members of Dementia Action Alliance and all our staff are Dementia Friendly trained to give them awareness in this sensitive matter. We like to be proactive in supporting our clients before care is needed, but wherever possible we also involve the client’s family, children, close relatives and friends, so they can help support the client with dementia, and their carer.

FE Analytics certified Accreditation
FE Analytics Certified

Julie and Becky have undertaken FE Analytics training. Their certification means they have been trained in the key skills involved in researching and reporting on investment portfolios as well as being able to provide solid advice.

Awards

Finalist for Financial Adviser Award: Small to Medium Firm of the Year 2021
MoneyAge Award Winners 2020
Winners of Small to Medium Firm of the Year 2020
Professional Adviser Award Finalists 2020
Finalists in the Professional Adviser Awards 2020
fsb Small Business Award Finalists
Area Finalist for Scale-Up Business of the Year award
Podcasting for Business Award Finalists
Finalist for Best Educational Podcast 2021
Norfolk Business Award Finalists 2019
Finalist for Norfolk Business Awards 2019
South Norfolk Business Award Finalists 2019
Finalist for South Norfolk Business Awards 2019
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