Best Wealth Planning Team win at WealthBriefing European Awards 2020

WealthBriefing 2020
  • Financial planning
  • 2 minute read

We are delighted to have been named Best Wealth Planning Team at the WealthBriefing European Awards 2020. 

The awards seek to showcase the 'best of breed' providers in the global private banking, wealth management and trusted advisor communities, by requiring entrants to focus on client experience in their submissions. 

Our entry was assessed by a panel of expert and experienced judges, who were looking for organisations that 'demonstrated innovation and excellence during 2019', and that really make a difference to their clients. In their words, our “wealth planning team provides a comprehensive offering that extends to every element of its clients’ lives, doing so with a mixture of traditional service and technology enablement.”

To find out more about the awards, visit WealthBriefing online.

The value of investments can go up and down; you may get back less than you invested.

If you’d like to find out more about how we could help give you clarity and clear direction for your financial future, get in touch. 

Contact us 

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.

Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.