Ratings and recognition

To help advisers with their due diligence, many of our solutions have been reviewed and rated by trusted, independent providers.

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. 

Defaqto

Our Bespoke Service has a Defaqto 5 Star Rating

 

 

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

RSMR

Our Portfolio Funds and Manged Funds have received a RSMR Rating

 

 

Our Discretionary Management Service has received a RSMR Rating

Dynamic Planner

The Close Managed Income Fund has received the Dynamic Planner Premium Fund Rating

Growth Investor Awards

Winner 2018

Our Close Inheritance Tax Service has won Best AIM Portfolio Service

MICAP

Our Close Inheritance Tax Service is reviewed by MICAP

MJ Hudson Allenbridge

The MJ Hudson Trustmark indicates that Close Inheritance Tax Service successfully completed an  independent review and a full due diligence research report was published by MJ Hudson Allenbridge on 01/06/2018

ARC

Managers holding the 3D Award have demonstrated a dedication to the principles of transparency and engagement, as well as committing to an enhanced programme of due diligence

 

Adviser due diligence resources

 

           

Submit a request to receive any of our reports:
How we use your information

By providing your contact details, you consent to us processing that information to send you the document(s) you have requested.

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.