Awards & accreditations

As part of our determination to promote gender diversity within our industry, we are delighted to announce that LPD Capital has joined the Women in Finance Charter.

The Financial Vulnerability Taskforce is a newly created independent professional body covering the Personal Finance, Insurance and wider Financial Services Sector. Its ultimate purpose is to promote greater understanding, encourage appropriate behaviours and establish good practice in respect of consumer vulnerability.

Associate Firm status is awarded by the Chartered Insurance Institute (CII), the professional body for insurance and personal finance. Associate firm status demonstrates our commitment to a set of 8 core professionalism principles and Code of Ethics, set out by the Personal Finance Society (PFS).

Senior partners in our team, are all chartered financial planners. Chartered status is awarded by the Chartered Insurance Institute (CII), the professional body for insurance and personal finance.

To win the award a company’s practices, programmes and benefits are all evaluted alongside surveys completed by our collegues for their perspective. Only companies that meet certain criteria are considered Best Places to Work.

Finalist at the Professional Adviser Awards 2025 in the ‘Adviser firm of the year – South West and Wales’ category.

Finalist at the Bristol Life Awards 2025 - "Financial" category.

To win the award a company’s practices, programmes and benefits are all evaluted alongside surveys completed by our collegues for their perspective. Only companies that meet certain criteria are considered Best Places to Work.

Four of our advisers are featured in the VouchedFor 2024 Guide to the UK’s Top Rated Advisers.

Winner at the Bath Life Awards 2024 - "Financial" category.

The Feefo Gold Trusted Service Award, an independent seal of excellence, which recognises businesses that consistently deliver a world-class customer experience.

Four of our advisers are featured in the VouchedFor 2023 Guide to the UK’s Top Rated Advisers.

Finalist at the Bristol Life Awards 2024 - "Financial" category.

To win the award a company’s practices, programmes and benefits are all evaluted alongside surveys completed by our collegues for their perspective. Only companies that meet certain criteria are considered Best Places to Work.

Finalist at the Professional Adviser Awards 2023 in the ‘Adviser firm of the year – South West and Wales’ category.

This coveted award is given only to companies that deliver time and time again for their clients and place them at the heart of all they do. Based solely on the reviews and ratings left by our clients.

Finalist at the Bath Life Awards 2023 - "Financial" category.

Finalist at the Bristol Life Awards 2023 - "Financial" category.

Three of our advisers are featured in the VouchedFor 2022 Guide to the UK’s Top Rated Advisers.

Winner at the Professional Adviser Awards 2022 in the ‘Adviser firm of the year – South West and Wales’ category.

We a runner up at the Professional Adviser Awards 2022 in the "Paraplanner of the Year" category.

We a runner up at the Professional Adviser Awards 2022 in the "Rising Star of the Year (adviser)" category.