Awards

Awards & Professional Recognition

 

  • Winner City of London Wealth Management Awards 2019 – Best Newsletter
  • Finalist Investment Week Tax Efficiency Awards 2018/19 – Best AIM IHT Portfolio Service – DFM Provider
  • Shortlisted for CityWire Wealth Manager’s Regional Stars (South West) 2018 & 2019
  • Wealth Adviser 2018 – Best Wealth Manager – Growth Portfolio
  • Joe Dyer and James Gardner – Top 40 under 40 (May 2016 & April 2017)
  • Wealth Adviser 2016 – Best Wealth Manager – Balanced Portfolio, Alternative Investments
  • Joe Dyer – Wealth Manager Cover Star 2015
  • Shortlisted for City of London Wealth Management Awards 2015, ‘16, ‘17, ‘18 & ‘19
  • Defaqto 5 Star rated propositions 2014, ‘15, ‘16, ‘17, ‘18 & ‘19

 

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