Our Investment Manager's Awards

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

Client Testimonials