The firm is in the running to receive the Gold Employer of the Year gong in the 50-249 employees category at the Investors in People Awards 2018.
The Awards celebrate the best people management practices amongst Investors in People-accredited businesses.
This year, winners will be celebrated at an awards ceremony and dinner at the Roundhouse, London on 28 November.
The finalists represent the best performers in people management worldwide.
The 13 awards categories recognise the organisations that have achieved the highest standards.
There are a range of awards categories, focusing on the main elements of what it means to be an Investor in People, from excellence in leadership and management to excellence in social responsibility, leader of the year and best newcomer.
A new excellence in health and wellbeing category has also been introduced in 2018 for organisations who hold the coveted Investors in People health and wellbeing award.
The Investors in People Awards provide the opportunity to benchmark against high performing organisations globally.
Susan Peary, managing director of True Bearing Chartered Financial Planners, said: “It is a privilege to be shortlisted for this award.
“Retaining the IIP standard at this level for the third time whilst continuing to grow our business is a clear indication of the dedication and hard work our teams continue to invest in our business.
“We are looking forward to the award ceremony in November and wish everybody good luck.”
Paul Devoy, head of Investors in People, said: “The quality of entries for the Investors in People Awards never ceases to amaze me, and 2018 has been no different.
“We are privileged to work with thousands of incredible organisations and it brings me great pride and pleasure that we are able to highlight and celebrate this excellence through our awards.”