Proud to be recognised for excellence in investment management

Our Awards

2026 CityWire Adviser Choice Award - Best Retirement Proposition & Most Satisfactory Investment Outcome

We are honoured to be recognised by advisers for our dedication to retirement innovation and client investment satisfaction.
Women in Financial Advice Awards 2026 – Woman of the Year – Investment Finalist

Our Investment Director, Tomiko Evans, has been shortlisted for Woman of the Year – Investment, recognising her contribution to investment management and the wider financial services industry.
Shortlisted for six CityWire Adviser Choice Awards 2026

Best Retirement Proposition
Best Reporting
Best Value for Money
Most Satisfactory Investment Outcome
Best Communication
Most Useful Digital Interface
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.