Forgive us showcasing this, but our aim is to provide a top quality service to our clients; the results of our client survey (see Summer edition of Prospects) and these third party endorsements help us determine how we are doing and it is encouraging to know that we are meeting with the approval of most.
Wealth Management Firm of the Year 2019: MoneyAge Awards
Wealth Management Firm of the Year 2019 - England and Wales: SME Awards 2019
Best Wealth Management Firm UK 2019: Cfi.co Awards
Best Wealth Management User Interface - Systems in the City Awards 2019
City of London Wealth Management Awards Female Wealth Manager of the Year: Lucy Coutts
PAM Top 40 under 40: Chris Barrett
Citywire’s Top 100 Fund Selectors: Alasdair Pike
Wealth Planning and Preservation CEO of the year 2019: Steven Sussman
Named as “Outstanding in field” in the Spear’s 500 2019: Hugo Bedford
The WealthNet’s Top Financial Planning Companies 2018
Gold Standard Awards 2018 Winner: Discretionary Fund Management
UK Wealth Management Advisory Firm of the Year 2018: Finance Monthly Fintech Awards
City of London Wealth Management Awards Female Wealth Manager of the Year: Kim Woolmer
Named in the PAM 50 Most Influential 2018: Steven Sussman
