Awards And Testimonials

Moneyfacts Awards 2021
Finalist - Best Ethical DFM
City of London Wealth Management Awards 2021
Finalist - Best Discretionary Wealth Manager
Defaqto 2021
Five Star Service - DFM MPS on Platform
Portfolio Adviser Wealth Partnership Awards 2020
Highly Commended - Rising Star
Moneyfacts Awards 2020
Finalist - Best Ethical DFM
FT Financial Adviser Service Awards 2020
Finalist - Discretionary Investment Manager
City of London Wealth Management Awards 2020
Finalist - Best Discretionary Wealth Manager
Moneyfacts Awards 2019
Commended - Best Ethical DFM
Professional Adviser Awards 2019
Highly Commended - Best DFM & Best MPS
City of London  Wealth Management Awards 2019
Winner - Best Discretionary Wealth Manager
Moneyfacts Awards 2018
Finalist - Best Ethical DFM
Investment Week Sustainable Investment Awards 2017
Winner - Best New Entrant
Wealth & Finance International 2016
Winner - Best Investment Management Services
Investment Week Sustainable Investment Awards 2015
Finalist - Best in Innovation
Investment Week Sustainable Investment Awards 2014
Finalist - Best in Innovation

Client Testimonials

Alconbury Trust
"A pleasure to deal with. Proactive customer service with excellent attention to detail. The online system to review investments is very easy to use which I love! Overall a great all-round service which is rare in today’s market."
Merlyn Wealth Management
“In all my dealings I have found honesty, professionalism and above all efficiency. Couple this with a good consistent track record and support and you get my strong recommendation."
Montgomery Charles Wealth Management
“The white label facility and flexibility offered is groundbreaking and has helped me take this business to new levels. The new innovations in charitable giving are superb.”
Richard Alexander Financial Planning
"We chose TAM in recognition of the fact it’s a changing world and some people want to do more things for themselves. We are seeing an upturn in the number of firms trying to provide direct services. We think TAM is a superior proposition, because it has active management behind it. It’s tried and tested with a real track record."
Succession Wealth Management
“The level of personal service I have received is exceptional. I am always made to feel important, no matter what my query may be.”
Symphony Financial Advisers
“We see the world of financial services changing dramatically and we are excited to use TAM for the various connections we deal with in the public and private sectors, where new clients of all ages seek financial services direct.”
Tiger Financial Management
“Having utilised the services for 10 years it is clear, succinct and easy to interact with. A breath of fresh air in the finance industry.”
VFS International
The TAM Group is our chosen strategic partner in the DFM world. They have provided flexible solutions to our growing clientele across multiple jurisdictions. The flexibility we needed to support our growth, together with their strong technology base, were both defining factors in our decision. They are proving to be an excellent choice for us.