Awards

Awards & Professional Recognition

 

 

 

 

 

 

  •  2019
    • Finalist Investment Week Tax Efficiency Awards – Best AIM IHT Portfolio Service – DFM Provider
    • Nominated for CityWire’s Investment Performance Awards – Aggressive Category
    • Winner City of London Wealth Management Awards – Best Newsletter
    • Shortlisted for CityWire Wealth Manager’s Regional Stars (South West)
    • Defaqto – 5 Star rated investment propositions
  • 2018
    • Finalist Investment Week Tax Efficiency Awards – Best AIM IHT Portfolio Service – DFM Provider
    • Shortlisted for CityWire’s Regional Stars (South West)
    • Shortlisted for City of London Wealth Management Awards
    • Wealth Adviser – Best Wealth Manager – Growth Portfolio
    • Defaqto – 5 Star rated investment propositions
  • 2017
    • James Gardner – Top 40 under 40
    • Shortlisted for City of London Wealth Management Awards
    • Defaqto – 5 Star rated investment propositions
  • 2016
    • Joe Dyer – Top 40 under 40
    • Wealth Adviser – Best Wealth Manager – Balanced Portfolio, Alternative Investments
    • Shortlisted for City of London Wealth Management Awards
    • Defaqto – 5 Star rated investment propositions

 

  • Joe Dyer – Wealth Manager Cover Star 2015
  • Shortlisted for City of London Wealth Management Awards 2015
  • Defaqto – 5 Star rated investment propositions 2014 & 2015

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