We are proud of the recognition we have received for our commitment to excellence, compliance, and corporate responsibility.

Industry Recognition

FT Adviser Top 50 Boutique Financial Advisers (2025)

Recognition as one of the UK's leading boutique financial advisory firms. This prestigious award reflects our commitment to excellence, client service, and independent advice.

A testament to our expertise and reputation in the financial advisory industry.

Compliance & Security Accreditations

Cyber Essentials

Government-backed cyber security certification ensuring your data and information is protected with the highest standards of security.

Consumer Duty Alliance

Independent not-for-profit professional body committed to FCA Consumer Duty requirements. We adhere to 7 core code points ensuring fair customer outcomes.

Menopause & Me Employer's Pledge

Supporting our employees through menopause with understanding, flexible working, and health support. Creating an inclusive workplace.

Financial Vulnerability Taskforce

Adhering to 10 charters from the Personal Finance Society (PFS). A "safe pair of hands" for vulnerable customers requiring additional support.

Gender Equality in Business Pledge

Suffolk Chamber of Commerce initiative. We are committed to equality, diversity and inclusion in our workplace.

Consumer Duty Alliance Code Points

We are committed to these 7 core code points:

  1. Fair Customer Outcomes — Putting customer interests at the heart of what we do
  2. Transparent Communications — Clear, plain language explanations of products and services
  3. Appropriate Advice — Ensuring all advice is suitable for individual circumstances
  4. Value for Money — Competitive pricing and value in all recommendations
  5. Conflict Management — Managing conflicts of interest transparently
  6. Complaint Handling — Fair and prompt resolution of customer complaints
  7. Continuous Improvement — Regular review and enhancement of our service

Regulatory Status

Woodward Markwell Limited is authorised and regulated by the Financial Conduct Authority (FCA).