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Defaqto Ratings

We are proud to announce that once again we have been awarded five-star ratings by Defaqto. This is for our Bespoke Portfolio Service (BPS) and MPS on platform. 

Defaqto is an independent UK financial research company specialising in rating, comparing and analysing financial service. A Defaqto Star Rating (graded on a scale of one to five) reflects the benefits offered and level of features within a financial product, independent of the provider.

 
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Money Marketing Awards

Best Wealth Management Adviser - Winner 2018

The Money Marketing Awards adviser categories seek to recognise firms for both the quality of their advice and the strength of their business, covering independent, restricted and specialist advisers. Firms can operate any type of business model (small, large, network, national, IFA, vertically integrated etc) – the judges are simply looking for the best, most professional firms. What is especially pleasing is these awards are based on nominations and voting from the adviser community followed by deliberation from a judging panel of industry experts.

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Wealth & Finance International Awards

Boutique Investment Manager of the Year 2018 -UK

Award for Client Service Excellence 2018

Wealth & Finance International is dedicated to providing fund managers and institutional and private investors around the world with the latest industry news across both traditional and alternative investment sectors. Distributed each month to more than 130,000 high net worth and ultra-high net worth individuals, fund managers, institutional investors and professional services firms, Wealth & Finance International has rapidly become the go-to resource for those looking to make the right decisions when it comes to securing and growing their wealth.