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Wealth Manager Top 100 2023 Winner - James Penny |
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Moneyfacts Awards 2023 Commended - Best Ethical DFM | Finalist - Innovation Award |
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Investment Week Sustainable Investment Awards 2023 Finalist - Best Sustainable Fund Selector (Daniel Babington) |
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PAM Awards 2023 Finalist - Innovation & Performance |
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Defaqto 2023 Gold Service - DFM |
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Defaqto 2023 Five Star Proposition - DFM MPS on Platform |
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City of London Wealth Management Awards 2023 Finalist - Best Discretionary Wealth Manager and Best Charity Investment Service |
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Professional Adviser Awards 2023 Finalist - Best Discretionary Fund Manager |
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Portfolio Adviser Wealth Partnership Awards 2022
Finalist - Rising Star Individual (Daniel Babington)
|
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Citywire Top 100 2022
Finalist (James Penny)
|
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PAM Awards 2022
Finalist - Performance
|
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Investment Week Sustainable Investment Awards 2022
Finalist - Best Sustainable Investment Wealth Manager/ DFM Group
|
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Defaqto 2022
Five Star Service - DFM MPS on Platform
|
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Moneyfacts Awards 2022
Finalist - Best Ethical DFM
|
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City of London Wealth Management Awards 2022 Finalist - Best Discretionary Wealth Manager |
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Portfolio Adviser Wealth Partnership Awards 2021
Winner - Rising Star
|
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Moneyfacts Awards 2021
Finalist - Best Ethical DFM
|
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Defaqto 2021
Five Star Service - DFM MPS on Platform
|
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City of London Wealth Management Awards 2021 Finalist - Best Discretionary Wealth Manager |
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Portfolio Adviser Wealth Partnership Awards 2020
Highly Commended - Rising Star
|
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Moneyfacts Awards 2020
Finalist - Best Ethical DFM
|
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FT Financial Adviser Service Awards 2020
Finalist - Discretionary Investment Manager
|
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Defaqto 2020
Five Star Service - DFM MPS on Platform
|
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City of London Wealth Management Awards 2020 Finalist - Best Discretionary Wealth Manager |
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Professional Adviser Awards 2019 Highly Commended - Best DFM & Best MPS |
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Moneyfacts Awards 2019 Commended - Best Ethical DFM |
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City of London Wealth Management Awards 2019 Winner - Best Discretionary Wealth Manager |
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Moneyfacts Awards 2018 Finalist - Best Ethical DFM |
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Investment Week Sustainable Investment Awards 2017 Winner - Best New Entrant |
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Wealth & Finance International 2016
Winner - Best Investment Management Services
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Investment Week Sustainable Investment Awards 2015 Finalist - Best in Innovation |
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Investment Week Sustainable Investment Awards 2014 Finalist - Best in Innovation |
