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

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