Excellence in Financial Innovation

Since 2018, we've been transforming how people approach budget monitoring, earning recognition from industry leaders and building a legacy of achievement that speaks for itself.

47+ Industry Awards
250K+ Success Stories
98% Client Satisfaction
15+ Certifications

Industry Recognition & Awards

Our commitment to excellence hasn't gone unnoticed. From fintech innovation awards to customer service recognition, these achievements reflect our dedication to helping you master your finances.

2025

Best Budget Management Platform

UK Fintech Excellence Awards

Recognized for our innovative approach to personal finance management and exceptional user experience. The judges praised our ability to make complex financial concepts accessible to everyone, regardless of their background.

2024

Customer Choice Award

Financial Services Review

Voted by over 15,000 users as their preferred budget monitoring solution. What sets us apart? Our users consistently highlight our intuitive design and the genuine impact on their financial well-being.

2024

Innovation in Financial Education

Derby Business Excellence Council

Honored for our comprehensive learning resources and commitment to financial literacy. This local recognition means everything to us – we're proud to contribute to our community's financial success.

2023

Tech Startup of the Year

Midlands Technology Awards

Celebrating rapid growth and technological innovation in the financial sector. From a small Derby office to serving clients nationwide, this award marked a pivotal moment in our journey.

Professional certifications and credentials

Certified Excellence

Professional credentials matter in finance. That's why our team maintains the highest industry certifications and continues advancing their expertise through ongoing education.

Every certification represents hours of study, rigorous testing, and a commitment to staying current with evolving financial regulations and best practices. When you work with us, you're working with true professionals.

September 2025

Advanced Financial Planning Certification

Chartered Institute for Securities & Investment

Comprehensive qualification covering investment principles, risk management, and financial planning strategies. This certification ensures we can guide you through complex financial decisions with confidence and expertise.

March 2024

Digital Finance Innovation Certificate

Financial Conduct Authority

Specialized training in fintech regulations and digital financial services. As technology reshapes finance, this certification keeps us at the forefront of regulatory compliance and innovation.

November 2023

Certified Financial Educator

Institute of Financial Planning

Recognizes our expertise in financial education and our ability to communicate complex concepts clearly. This certification directly impacts how we design our learning programs and user experience.

June 2023

Data Protection & Privacy Certification

Information Commissioner's Office

Essential qualification for handling sensitive financial data. Your privacy and security aren't just priorities – they're professional obligations backed by rigorous certification requirements.