Awards & Testimonials

Don't just take our word for it...

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.

2020 Awards

COLWMA, Investment and Wealth Management Awards

Winner, Best Junior ISA Provider

Investment and Wealth Management Awards             

Top Rated Discretionary and Advisory Wealth Managers

Investment and Wealth Management Awards                                                     

Top Rated Full SIPP Provider

Investment and Wealth Management Awards                                                    

Top Rated Tax Planning

2019 Awards

Investment and Wealth Management Awards

Winner, Wealth Manager of the Year

Investment and Wealth Management Awards

Winner, Best Discretionary / Advisory Wealth Management

Investment and Wealth Management Awards

Winner, Best Full SIPP Provider

COLWMA, Investment and Wealth Management Awards

Winner, Best Junior ISA Provider

2018 Awards

Investment and Wealth Management Awards

Winner, Best Full SIPP Provider

Investment and Wealth Management Awards

Winner, Best Discretionary / Advisory Wealth Management

2017 Awards

Investment and Wealth Management Awards

Winner, Wealth Manager of the Year

Investment and Wealth Management Awards

Winner, Best Full SIPP Provider

Investment and Wealth Management Awards

Winner, Best Discretionary / Advisory Wealth Management

Investment and Wealth Management Awards

Winner, Best Wealth Manager for Tax and Trust Advice

COLWMA, Wealth Management Award

Winner, Innovation in Wealth Management

COLWMA, Wealth Management Award

Winner, Education initiative

Shares Awards

Winner, Best SIPP Provider

2016 Awards

Investment and Wealth Management Awards

Winner, Best Wealth Manager for Trusts

Investment and Wealth Management Awards

Shortlisted, Best Full SIPP Provider

Investment and Wealth Management Awards

Shortlisted, Best Discretionary / Advisory Wealth Management

Investment and Wealth Management Awards

Shortlisted, Best Stockbroker for Customer Service

Investment and Wealth Management Awards

Shortlisted, Best Full Service Stockbroker

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