Proud to be recognised for excellence in investment management

Our Awards

  • 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.

  • 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

  • Received ten SME News Awards since inception

    Awards received this year:

    Best Discretionary Investment Management Solutions Provider 2025

    Ethical Investing Excellence Award 2025

  • 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.

  • 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

Investment Trusts recommended for each stage of life 

ProactiveInvestors 20 February 2024

Four funds every 50-year-old should buy

The Telegraph 02 July 2021