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. 

 

2021

PAM Awards
Winner 2021

Digital Wealth Solution

WealthBriefing Awards
Winner 2021

Wealth Planning Team

WealthBriefing Awards
Winner 2021

Private Bank - Customer Facing Digital Capabilities (Investments)

City of London Wealth Management Awards
Winner 2021

Best Online/Mobile Access

2020

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

PAM Awards
Finalist 2020

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

WealthBriefing Awards
Winner 2020

Best Wealth Planning Team

thewealthnet
Winner 2020

2020 thewealthnet Top Financial Planning Companies

STEP Awards
Finalist 2019/20

Financial Advisor Team of the Year

The Workplace Savings and Benefits Awards
Winner

Financial Education Provider of the Year

2019

PAM Awards
Finalist 2019

Client Service Quality - High Net Worth
Sustainable Investment Solution

FTAdviser Top 100
Ranked No.2 2019

Top 100 Financial Advisers list

STEP Awards
Finalist 2018/19

Financial Advisor Team of the Year

The Rewards 2019
Finalist

Ready to Retire Award

2018

PAM Awards
Finalist 2018

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

Growth Investor Awards
Winner 2018

Our Close Inheritance Tax Service won Best AIM Portfolio Service

2017

PAM Awards
Winner 2017

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

WealthBriefing Awards
Winner 2017

Pensions Advisor of the Year

UK Private Bank - Charity Team

2016

PAM Awards
Finalist 2016

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

WealthBriefing Awards
Winner 2016

Investment Product Provider

WealthBriefing Awards
Winner 2016

Innovative Client Solution - Financial Advisory Companies

STEP Awards
Winner 2015/16

Financial Advisor Team of the Year

Citywealth Magic Circle Awards
Winner 2016

Financial Advisory Firm of the Year

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.

If you are accessing our services and products or website from outside the UK, please note that these are intended for UK investors. For more information, please refer to the Legal centre.

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