Benefit From Award
Winning Advice

Best Financial Adviser
Talk of Manchester Business Awards

Best Financial Adviser, Special Commendation
Talk of Manchester Business Awards

Best Financial Adviser
Talk of Manchester Business Awards

Customer Service Success
Gold Winner​ – The Stevie Awards 2026

Achievement in Customer Service
Bronze Winner​ – The Stevie Awards 2026

Medium to large Wealth Management Firm of the Year
Winner – Money Age

Best Financial Adviser – 10th Year Running
Winner – Personal Finance Awards

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

Best Financial Adviser
The Personal Finance Awards

Good Money Award
Better Society Awards 2024

Gold Stevie Winner: Achievement in Customer Experience, Financial Services
The Stevie Awards for Sales & Customer Service

Organisation of the Year
Excellence in Customer Service Award 2024

Good Money Award
Better Society Awards 2023

Wealth Management Company of the Year
City of London Wealth Management Awards

Best Advisory Service
Online Money Awards

Consumer Champion of the Year (Company)
MoneyAge Awards

Best Financial Adviser
The Personal Finance Awards

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 2022/23

Best Customer Service
Shares Awards 2022

Wealth Management Company of the Year
City of London Wealth Management Awards

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

Best Wealth Manager
Shares Awards

Best Advisory Service
Online Personal Wealth Awards

Wealth Management Company of the Year
City of London Wealth Management Awards

Championing LGBTQ Inclusion
Financial Adviser Diversity in Finance 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

Best Wealth Manager
Shares Awards

Best Financial Adviser
Personal Finance Awards