Awards

Awards

Some of the awards shown below take into consideration the past performance of our investment offerings. Please be aware that past performance is not a reliable indicator of future returns. 

PAM Awards

Finalist 2019

Client Service Quality - High Net Worth
Sustainable Investment Solution

Finalist 2018

Quality & Clarity of Reporting
Investment Performance - Cautious - High Net Worth
Investment Performance - Defensive - High Net Worth

Winner 2017

Client Service Quality - High Net Worth
Investment Performance - Cautious - High Net Worth

Finalist 2016

Client Service Quality - High Net Worth:
Quality & Clarity of Reporting.

Winner 2015

Client Service Quality - High Net Worth:
Quality & Clarity of Reporting.

Winner 2014

Image and Reputation - High Net Worth

High Net Worth is where investable assets were above £1 million.

WealthBriefing Awards

Winner 2017

Pensions Advisor of the Year

Winner 2017

UK Private Bank - Charity Team

Winner 2016

Investment Product Provider

Winner 2015

Best UK Private Bank: High Net Worth Team

STEP Awards

Finalist 2019/20

Financial Advisor Team of the Year

Finalist 2018/19

Financial Advisor Team of the Year

Winner 2015/16

Financial Advisor Team of the Year

Citywealth Awards

 

 

Magic Circle Awards

Winner 2016

Financial Advisory Firm of the Year

Runner up 2015

Financial Advisory Firm of the Year

Defaqto ratings

Our Bespoke Service has a Defaqto 5 Star Rating

 

 

Our Discretionary Management Service and Managed Portfolio Service have a Defaqto 5 Star Rating

thewealthnet 

2018 thewealthnet Top Financial Planning Companies

Growth Investor Awards

Winner 2018

Our Close Inheritance Tax Service has won Best AIM Portfolio Service

Reward Very Important Benefits Awards

Winner 2016

Best financial education provider

Professional Pensions
Professional Pension Scheme of the Year Awards

Winner 2016

Best financial education initiative

Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future returns and you could get back less than invested. Click here to understand the risks associated with investing. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.