Proud to be recognised for excellence in investment management
Our Awards
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2025 CityWire Adviser Choice Award - Best Reporting
Recognising the wealth management brands advisers most respect up and down the UK. The awards celebrate the wealth management offices giving great service to IFAs across the country.
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Shortlisted for five CityWire Adviser Choice Awards 2025
Best Value for Money,
Most Satisfactory Investment Outcome,
Best Availability of Sustainable Investment Strategies,
Best Communication in a Crisis,
Most Useful Digital Interface
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Received ten SME News Awards since inception
Awards received this year:
Best Discretionary Investment Management Solutions Provider 2025
Ethical Investing Excellence Award 2025
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CityWire Adviser Choice Award 2021 South West and Wales
Recognising the wealth management brands advisers most respect up and down the UK. The awards celebrate the wealth management offices giving great service to IFAs across the country.
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Two Awards in 2022 from Worldwide Finance Awards by Acquisition International
Most Innovative Investment Management Firm - Wales
Best In-House Capital Market Analysis Specialist (UK) - Tomiko Evans
Press Coverage
Trading Trump: how to profit from the president’s unpredictable policymaking
The AIC 3 February 2026
The experts’ favourite investment trusts you (probably) haven’t heard of
Trustnet 20 January 2026
Professional Adviser 16 June 2025
ISA Recommendations by the Association of Investment Companies
The AIC 20 February 2024
Investment Trusts recommended for each stage of life
ProactiveInvestors 20 February 2024
Five funds every retired investor should buy
The Telegraph 09 July 2021
Five best funds every investor under 40 should buy
The Telegraph 25 June 2021
Four funds every 50-year-old should buy
The Telegraph 02 July 2021
Swansea investment management firm scoops coveted award
News from Wales 21 September 2021