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.
2022

Best AIM Portfolio Service
2021

Digital Wealth Solution

Wealth Planning Team

Private Bank - Customer Facing Digital Capabilities (Investments)

Best Online/Mobile Access
2020
High Net Worth is where investable assets were above £1 million.

Total Wealth Planning - High Net Worth
Investment Performance - Cautious Portfolios

Best Wealth Planning Team

2020 thewealthnet Top Financial Planning Companies

Financial Advisor Team of the Year

Financial Education Provider of the Year
2019

Client Service Quality - High Net Worth
Sustainable Investment Solution

Top 100 Financial Advisers list

Financial Advisor Team of the Year

Ready to Retire Award
2018

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

Our Close Inheritance Tax Service won Best AIM Portfolio Service
2017

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

Pensions Advisor of the Year
UK Private Bank - Charity Team
2016

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

Investment Product Provider

Innovative Client Solution - Financial Advisory Companies

Financial Advisor Team of the Year

Financial Advisory Firm of the Year

Best financial education provider

Best financial education initiative