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