PAM Awards

Total Wealth Planning WINNER

Professional Adviser Awards

Discretionary Fund Manager of the Year WINNER

Citywire Investment Performance Awards

Best Overall Medium Firm WINNER

Balanced Portfolio WINNER

Steady Growth Portfolio FINALIST

Aggressive Portfolio FINALIST

Charity Times Awards

Boutique Investment Manager of the Year WINNER

Portfolio Adviser Wealth Manager Awards

Wealth Manager of the Year WINNER

Cautious portfolio (large) WINNER

Aggressive portfolio (large) GOLD

Investment Week Specialist Investment Awards

Discretionary Fund Management Group of the Year (under £5bn AUM) FINALIST

PAM Awards

High Net Worth Client Service Quality FINALIST

Positive Impact FINALIST

Findawealthmanager.com

People’s Choice Awards for exceptional client service WINNER

Citywire Investment Performance Awards

Best Overall Medium Firm WINNER
Balanced Portfolio WINNER

Investment Week Specialist Investment Awards

Discretionary Fund Management Group of the Year (under £5bn AUM) FINALIST

PAM Awards

Quality and Clarity of Reporting WINNER

High Net Worth Client Service Quality FINALIST

Investment Performance, Growth Portfolios FINALIST

ARC 3D Award

Independent endorsement of an investment manager’s commitment to the principles of transparency, engagement and integrity

Charity Times Awards

Boutique Investment Manager of the Year WINNER

PAM Awards

High Net Worth Client Service Quality FINALIST

Quality and Clarity of Reporting FINALIST

Investment Week Specialist Investment Awards

Discretionary fund management group of the year FINALIST

Citywire Wealth Manager Performance Awards

Growth Portfolio FINALIST

Best Medium Firm FINALIST

ARC 3D Award

PAM Awards

Image and Reputation WINNER

Client Service Quality FINALIST

Investment Performance, Growth Portfolios FINALIST

Investment Performance, Defensive Portfolios FINALIST

Investment Week Specialist Investment Awards

Discretionary fund management group of the year WINNER

Portfolio Adviser Wealth Manager Awards

Balanced Portfolio award GOLD

Citywire Wealth Manager Investment Performance Awards

Best overall medium firm WINNER

Balanced Portfolio FINALIST

Growth Portfolio FINALIST

Aggressive Portfolio FINALIST

Charity Times Awards

Boutique Investment Manager of the Year FINALIST

ARC 3D Award

Investment Week Specialist Investment Awards

Discretionary fund management group of the year WINNER

Charity Times Awards

Boutique Investment Manager of the Year WINNER

PAM Awards

High Net Worth Client Service Quality FINALIST

Quality and Clarity of Reporting FINALIST

Citywire Wealth Manager Investment Performance Awards

Best overall medium firm FINALIST

ARC 3D Award