Who we are
Awards & accolades
We’re proud to be shortlisted and winners of many awards and accolades, as they showcase the value of our esteemed colleagues and the high-quality services we provide by both our industry peers and clients themselves.
Our latest award wins
Defaqto accolades
Defaqto Service Rating
Rating that we have obtained for an excellent level of service for DFM services.
2025 Gold DFM Service
Defaqto Service Rating
Defaqto Diamond Ratings
Ratings that we have obtained which uniquely combine a quantitative assessment of both performance and numerous other data points, including manager tenure, assets under management and costs.
2025 DFM MPS (Direct) Portfolio Family
Defaqto 5 Diamond Rating
2025 DFM MPS (Platform) Portfolio Family
Defaqto 5 Diamond Rating
2025 DFM MPS (Platfrom) Portfolio Family
Defaqto 4 Diamond Rating
Defaqto Star Ratings
Ratings that we have obtained which uniquely combine an assessment of the features and benefits that a product has to offer.
2025 DFM Bespoke
Defaqto 5 Star Rating
2025 DFM MPS Platform
Defaqto 5 Star Rating
2025 DFM MPS Direct
Defaqto 5 Star Rating
Our award wins
Private client industry awards
2025 Best Pension Platform - Large Portfolio
Your Money Investment Awards
2024 Best SIPP Provider
City of London Wealth Management Awards (COLWMA)
2024 Best Investment ISA – Large Portfolio
YourMoney.com Investment Awards
2023 Best ISA Provider
City of London Wealth Management Awards
2022 Best Junior ISA Provider
City of London Wealth Management Awards
2022 Best for Customer Service
Boring Money
2022 Best for Beginners
Boring Money
2022 Best Broker for Funds
BrokerChooser Awards
2021 Best Fund for our Charles Stanley Monthly High Income Fund
City of London Wealth Management Awards
2020 Best AIM Portfolio Service
Growth Investor Awards
2020 Best SIPP Provider
ADVFN International Financial Awards 2020
2020 Best Advisory Service
City of London Wealth Management Awards
2020 Top Financial Planning Companies
Thewealthnet
2020 Low Cost SIPP Providers
The FT & IC Top Rated
2020 Sustainable Investors
Boring Money
Local and personal awards
2023 Mudlark Award for Exceptional Performance in the Back Office
City of London Wealth Management Awards
2022 Top 40 Under 40 - Freddy Barker
PAM
2022 Lifetime Achievement - Paul Abberley
City of London Wealth Management Awards
2021 Investment Team of the Year - Leeds
Yorkshire Financial Awards
2021 Wealth Manager of the Year - Leeds
Yorkshire Financial Awards
2021 Wealth Manager of the Year - Tom Scarborough
City of London Wealth Management Awards
2020 Best Financial Planning - Mia Kahrimanovic
City of London Wealth Management Awards
2020 Woman of the Year: Investment Advice - Katie Tasker
Professional Adviser: Women in Financial Awards
Financial Adviser & Professionals industry awards
2024 3D
ARC
2023 Best AIM Portfolio Service
Growth Investor Awards
2022 Fiduciary Manager of the Year
Asses Management Awards
2021 Most Improved
Financial Adviser Service Awards
Other industry awards
2021 Marketing Team of the Year
Investment Week - Marketing & Innovation Awards
2021 Open Innovation
Investment Week - Marketing & Innovation Awards
2021 Best Use of Video
Investment Week - Marketing & Innovation Awards
2020 Marketing Team of the Year
Investment Week - Marketing & Innovation Awards
2020 Content Marketing Campaign of the Year - Retail (Book of Stories)
Investment Week - Marketing & Innovation Awards
Our shortlisted awards
Highly commended
2021 Content Marketer of the Year - Helen Russell-Hughes
Investment Week - Marketing & Innovation Awards
2020 Sponsorship of the Year with Harlequins
Investment Week - Marketing & Innovation Awards
Finalist, shortlisted and nominees
2022 Wealth Manager of the Year - Leeds
Yorkshire Financial Awards
2022 Director of the Year - Jonathan Baker
Yorkshire Financial Awards
2021 UK Pensions Awards
Professional Pensions
2021 Marketing Campaign of the Year (Conversation Starters)
Investment Week - Marketing & Innovation Awards
2021 Content Marketing Campaign of the Year - Retail (Book of Stories 2.0)
Investment Week - Marketing & Innovation Awards
2021 Content Marketer of the Year - Nerissa Parker
Investment Week - Marketing & Innovation Awards
2021 Client Service Quality - HNW
Private Asset Managers Awards
2021 Women in Investment Awards
Investment Week
2021 Women in Financial Advice Awards
Professional Adviser
2020 Adviser Firm of the Year - Midlands & East Anglia
Professional Adviser
2020 Fiduciary Manager of the Year
Asset Management Awards
2020 Thought Leadership Work - Retail (Book of Stories)
Investment Week - Marketing & Innovation Awards