Awards & Testimonials

In the words of others

We have always valued the recognition we receive from these awards very highly, simply because they have been voted for by the people that really matter, our clients.

2017 Awards

  • COLWMA, Wealth Management Award

Winner, Innovation in Wealth Management

  • COLWMA, Wealth Management Award

Winner, Education initiative

2016 Awards

  • Investment and Wealth Management Awards

Winner, Best Wealth Manager for Trusts

2015 Awards

  • Investment and Wealth Management Awards

Winner, Wealth Manager of the Year

  • Investment and Wealth Management Awards

Winner, Best Discretionary/Advisory Wealth Manager

  • Investment and Wealth Management Awards

Winner, Best Full Sipp Provider

  • Investment and Wealth Management Awards

Winner, Best Wealth Manager for Inheritance Tax and Succession Planning

2014 Awards

  • COLWMA, City of London Wealth Management Awards

Winner, Best ISA provider

  • Investment and Wealth Management Awards

Winner, Editor’s Award for Services to private Investors – Paul Killik

  • Investment and Wealth Management Awards

Winner, Best Full Sipp Provider

  • Investment and Wealth Management Awards

Winner, Wealth Manager of the Year

  • Investment and Wealth Management Awards

Winner, Best Discretionary/Advisory Wealth Manager

  • Investment and Wealth Management Awards

Winner, Best Wealth Manager for Trusts

2013 Awards

  • Investment Awards 2013

Winner, Advisory Stockbroker of the Year

  • Investment Awards 2013

Winner, Full Sipp Provider of the Year

  • Wealth Management Awards 2013

Winner, Best Wealth Manager for Alternative Investments

  • COLWMA, City of London Wealth Management Awards

Winner, Best Discretionary Service

Please do remember that we are an investment company. The commentary you will find on this site is for information only; it is not intended as research or a recommendation suitable to your individual circumstance. Please do seek advice before acting. As is the very nature of investing, there are inherent risks and the value of your investments will both rise and fall over time. Please do not assume that past performance will repeat itself and you must be comfortable in the knowledge that you may receive less than you originally invested.