Awards and testimonials
We have a proven track record in helping our clients grow their assets and preserve their wealth and are extremely proud that our achievements have seen recognition through industry awards and client feedback.
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Our awards in 2024
Awarded One to Watch within the
‘Best AIM Portfolio Service’ category at
the Growth Investor 2024 Awards
Our awards in 2023
Nominated and shortlisted within the
‘Best Small Firm’ category at
the CityWire Wealth Manager
Investment Performance Awards 2023
Our awards in 2022
Winners of the ‘Best
Domestic Clients’ Team’
category at the 2022 Wealth
Adviser Awards
Our awards in 2021
Awarded the ‘Suggestus 3D Award 2021’ by ARC (Asset Risk Consultants)
Shortlisted in the “Financial Adviser Team of the Year” category at the STEP Private Client Awards 2021/22
Our awards in 2020
Nominated within the
‘Discretionary’ category at
the City of London Wealth
Management Awards 2020
Our awards in 2019
Winners of the ‘Best
Domestic Clients’ Team’
category at the 2019 Wealth
Adviser Awards
Awarded the ‘Suggestus 3D Award 2019’ by ARC (Asset Risk Consultants)
Nominated within the
‘Discretionary’ category at
the City of London Wealth
Management Awards 2019
Shortlisted in the ‘London’
category at the 2019
Regional Stars Awards
Our awards in 2018
Winners of the ‘Best Domestic Clients’ Team’ category at the 2018 Wealth Adviser Awards
Shortlisted in the ‘Financial Adviser of the Year’ category at the 2018 MoneyAge Awards
Shortlisted in the ‘Investment Management Company of the Year – Isle of Man’ category at the 2018 IFC Awards
Named in the 2018
thewealthnet’s ‘Top
Financial Planning
Companies’
Winners of the ‘Adviser firm of the year (UK)’
category at the 2018 Professional Adviser Awards
Our awards in 2017
Winners of the ‘Best Domestic Clients’ Team’ category at the 2017 Wealth Adviser Awards
Awarded the ‘Suggestus 3D Award 2017’ by ARC (Asset Risk Consultants)
Finalists within the‘Investment Performance – Defensive Portfolios’ category at the PAM (Private Asset Managers) Awards 2017
Nominated within the ‘Advisory’ and ‘Discretionary’ categories at the City of London Wealth Management Awards 2017
Winners of the ‘Financial Advisor Team of the Year’ category at the 2017/2018 STEP Awards
Highly commended: Best Investment Adviser at the 2017 Money Marketing Financial Services Awards
Our awards in 2016
Winners of the ‘Best International Clients’ Team’category at the 2016 Wealth Adviser Awards
Winners of the ‘Best Balanced Portfolio’ category at the Citywire Wealth Management Performance Awards 2016
Finalists in the ‘Best International Wealth Management Provider (UK)’category at the International Fund & Product Awards 2016
Named ‘Wealth Management Firm of the Year’ at the Finance Monthly Global Awards 2016