We’re pleased to have won numerous awards over the years, voted for by industry experts and the public. While it’s not all about awards, it is nice to be recognised for doing a good job. 

2025

• Communication and Education Award - Winner ​- Better Society Awards 2025
• Wealth Management Company of the Year - Winner - City of London Wealth Management Awards 2025
• Customer Relationship Excellence - Winner - Financial Services Eagles Awards 2025
• Innovation in Customer Service in Financial Services - Bronze Winner​ - The Stevie Awards 2025 
• Achievement in Customer-Centric Culture - Silver Winner - Globee Awards for Customer Excellence 2025
• Wealth Management - Winner - Gramercy Institute of Financial Marketing Strategy Awards 2025
• SJP & Sky Arts - Best TV Sponsorship - Winner - UK Sponsorship Awards 2025

2024 

• Good Money Award - Winner - Better Society Awards 2024
• Gold Achievement in Customer Experience – Financial Services - Winner - The Stevie Awards for Sales & Customer Service
• Bronze Achievement in Customer Service – Financial Services - The Stevie Awards for Sales & Customer Service
• Organisation of the Year - Winner - Excellence in Customer Service Award 2024
• Customer Care - Winner/Gold Award - The International CSR Excellence Awards 2024
• International CSR Excellence: Champion of Champions 2024 - The International CSR Excellence Awards 2024
• Community Commitment - National Champion - The International CSE Excellence Awards 2024
• Best Financial Adviser - Winner - The Personal Finance Awards 2024/25
• Best Investment ISA - Highly Commended - The Personal Finance Awards 2024/25
• Placed in Top 100 Advisers - FT Financial Adviser Forum 2024

2023 

• Good Money Award – Better Society Awards 2023
• Wealth Management Company of the Year – City of London Wealth Management Awards 2023 
• Best Advisory Service - Online Money Awards
• Consumer Champion of the Year - Company - MoneyAge Awards

2022 

• Wealth Management Company of the Year – City of London Wealth Management Awards 2022 
• Financial Advisory Firm of the Year – Awarded Bronze – Citywealth Magic Circle Awards 2022 
• Best Advisory Service  – Online Money Awards 2022
• Best Customer-Centric Culture – Large Company – Awarded Silver – UK Customer Experience Awards 2022 
• Global Good Company of the Year – Awarded Gold – The Global Good Awards 2022 
• Best Financial Adviser – Personal Finance Awards 22/23
• Best Customer Service – Shares Awards 2022

2021

• Wealth Manager of the Year – Growth Investor Awards
• Best Advisory Service – Online Personal Wealth Awards
• Best Wealth Manager – Shares Awards
• Best Financial Adviser – Personal Finance Awards

2020

• Best Wealth Manager – Shares Awards
• Championing LGBTQ Inclusion - Financial Adviser Diversity in Finance Awards
• Wealth Management Company of the Year – City of London Wealth Management Awards
• Best Advisory Service – Online Personal Wealth Awards

2019

• Best Financial Adviser – Personal Finance Awards
• Best Wealth Manager – Shares Awards
• Wealth Management Company of the Year – City of London Wealth Management Awards
• Best Wealth Planning Team – Wealth Adviser Awards
• Best High Net Worth Team – Wealth Adviser Awards
• Best Wealth Manager Growth Portfolio – Wealth Adviser Awards

2018

• Best Financial Adviser - Personal Finance Awards
• Best Wealth Manager – Shares Awards
• Wealth Management Company of the Year – City of London Wealth Management Awards
• Outstanding Accomplishment – City of London Wealth Management Awards
• Best Private Client Investment Manager – Wealth Adviser Awards
• Best Wealth Planning Team – Wealth Adviser Awards

2017

• Best Financial Adviser – Personal Finance Awards
• Best Wealth Manager – Shares Awards
• Wealth Management Company of the Year – City of London Wealth Management Awards
• Best Private Client Investment Manager - Wealth Adviser Awards