Tracey Evans founded our business and we were based in the town of Crawley for nearly 6 years.
We purchased our office in Bolney.
It was confirmed by the Chartered Insurance Institute that they had awarded our firm the title of Corporate Chartered Status. This took us to the very pinnacle of our professionalism and dedication to delivering the ultimate financial planning service for our clients.
We were a Finalist at the Gatwick Diamond Business Awards for Professional Services Firm of the Year. This award focused on a business or practice that provides high quality professional services to clients.
We became Directly Authorised by the Financial Conduct Authority (FCA) to deliver independent financial advice. This regulatory change enabled us to drive continuous improvements into the service we deliver to our clients.
We secured a win at the Business Matters Business Awards for Small Business of the Year and also the Judges Recognition Award for Customer Service. The Business Matters Business Awards celebrate business excellence within Sussex and are dedicated to recognising, rewarding and celebrating local businesses.
We were named in the New Model Adviser list of Top 100 financial planning firms in the UK. This award recognises prominent leaders and outstanding achievements in the advice community. When considering our inclusion in the Top 100 list, New Model Adviser considered our qualifications and commitment to the advice profession.
We won Team of the Year at the Business Matters Business Awards. This award is for an exceptional team whose efforts and determination made an outstanding contribution to a business.
New Model Adviser, for the second year running named us in their list of Top 100 financial planning firms. For 2016, New Model Adviser placed additional emphasis on our efforts to develop and share best practice. We also needed to demonstrate that we are growing our business in a sustainable and client-centric way and making appropriate investments in our business.
The Sussex Business Awards recognise business excellence across Sussex and are the longest established of their kind in the county. In 2016, we were a finalist in the 28th annual Sussex Business Awards in the category The Award for Professional Services.
We were delighted to announce that we became an Accredited Financial Planning Firm. This accreditation is awarded by The Chartered Institute for Securities & Investment (CISI). We joined an elite list of 74 Accredited Firms which have demonstrated their professionalism by meeting the highest standards of excellence in Financial Planning.
New Model Adviser, for the third year running named us in their list of Top 100 financial planning firms. For 2017, New Model Adviser placed additional emphasis on business sustainability. They assessed our firm to have not only a good track record but also great prospects for the future, underpinned by a plan of how to get there.
We were inspired by the name Juno for many reasons, not least because:
- Juno was a Roman goddess and the Temple of Juno Moneta was an ancient Roman temple, originally situated in the centre of Rome. It was here that Roman coins were first minted.
- The Peacock is a beautiful bird, associated with Roman mythology and particularly with Juno. It is a bird that symbolises integrity, honesty and trust.
- As a team we felt that Juno, with the Peacock as our brand symbol resonated with our values, our ethos and the services we provide to our clients.
Juno and the peacock symbol, we believe are an appropriate choice for a company that is responsible for advising clients on how best to manage and improve the money in their lives. We work ethically, responsibly and are completely transparent with all our clients and the way we work and live our lives is underpinned by our core values.