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

  • 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