Defaqto 2024
5 Diamond rated
5 Diamond rated
Defaqto 2024
5 Star rated
5 Star rated
Wealth Manager Top 100 2023
Winner - James Penny
Winner - James Penny
Moneyfacts Awards 2023
Commended - Best Ethical DFM | Finalist - Innovation Award
Commended - Best Ethical DFM | Finalist - Innovation Award
Investment Week Sustainable Investment Awards 2023
Finalist - Best Sustainable Fund Selector (Daniel Babington)
Finalist - Best Sustainable Fund Selector (Daniel Babington)
PAM Awards 2023
Finalist - Innovation & Performance
Finalist - Innovation & Performance
Defaqto 2023
Gold Service - DFM
Gold Service - DFM
Defaqto 2023
Five Star Proposition - DFM MPS on Platform
Five Star Proposition - DFM MPS on Platform
City of London Wealth Management Awards 2023
Finalist - Best Discretionary Wealth Manager and Best Charity Investment Service
Finalist - Best Discretionary Wealth Manager and Best Charity Investment Service
Professional Adviser Awards 2023
Finalist - Best Discretionary Fund Manager
Finalist - Best Discretionary Fund Manager
Portfolio Adviser Wealth Partnership Awards 2022
Highly Commended - Rising Star Individual (Daniel Babington)
Highly Commended - Rising Star Individual (Daniel Babington)
Citywire Top 100 2022
Winner - James Penny
Winner - James Penny
PAM Awards 2022
Finalist - Performance
Finalist - Performance
Investment Week Sustainable Investment Awards 2022
Finalist - Best Sustainable Investment Wealth Manager/ DFM Group
Finalist - Best Sustainable Investment Wealth Manager/ DFM Group
Defaqto 2022
Five Star Proposition - DFM MPS on Platform
Five Star Proposition - DFM MPS on Platform
Moneyfacts Awards 2022
Finalist - Best Ethical DFM
Finalist - Best Ethical DFM
City of London Wealth Management Awards 2022
Finalist - Best Discretionary Wealth Manager
Finalist - Best Discretionary Wealth Manager
Portfolio Adviser Wealth Partnership Awards 2021
Winner - Rising Star Business
Winner - Rising Star Business
Moneyfacts Awards 2020
Finalist - Best Ethical DFM
Finalist - Best Ethical DFM
FT Financial Adviser Service Awards 2020
Finalist - Discretionary Investment Manager
Finalist - Discretionary Investment Manager
Defaqto 2020
Five Star Proposition - DFM MPS on Platform
Five Star Proposition - DFM MPS on Platform
City of London Wealth Management Awards 2020
Finalist - Best Discretionary Wealth Manager
Finalist - Best Discretionary Wealth Manager
Professional Adviser Awards 2019
Highly Commended - Best DFM & Best MPS
Highly Commended - Best DFM & Best MPS
Moneyfacts Awards 2019
Commended - Best Ethical DFM
Commended - Best Ethical DFM
City of London Wealth Management Awards 2019
Winner - Best Discretionary Wealth Manager
Winner - Best Discretionary Wealth Manager
Moneyfacts Awards 2018
Finalist - Best Ethical DFM
Finalist - Best Ethical DFM
Investment Week Sustainable Investment Awards 2017
Winner - Best New Entrant
Winner - Best New Entrant
Wealth & Finance International 2016
Winner - Best Investment Management Services
Winner - Best Investment Management Services
Investment Week Sustainable Investment Awards 2015
Finalist - Best in Innovation
Finalist - Best in Innovation
Investment Week Sustainable Investment Awards 2014
Finalist - Best in Innovation
Finalist - Best in Innovation