The Stag and his Reflection

Professional Adviser Awards 2025
Finalist - Best Discretionary Fund Manager & Best ESG Solution

Citywire Top 100 2024
WINNER (James Penny)

Moneyfacts Awards 2024
Finalist - Best Ethical DFM

Investment Week Sustainable Investment Awards 2024
Finalist - Best Sustainable Wealth Manager & Sustainable Investment Champion (Daniel Babington)

Defaqto 2024
5 Diamond rated

Defaqto 2024
5 Star rated

City of London Wealth Management Awards 2024
Finalist - Best Discretionary Wealth Management & Best ESG Investment Strategy

Citywire Top 30 Under 30 2024
WINNER (Daniel Babington)

Professional Adviser Awards 2023
Finalist - Best Discretionary Fund Manager

PAM Awards 2023
Finalist - Innovation & Performance

Moneyfacts Awards 2023
COMMENDED - Best Ethical DFM | Finalist - Innovation Award

Investment Week Sustainable Investment Awards 2023
Finalist - Best Sustainable Fund Selector (Daniel Babington)

Defaqto 2023
Gold Service - DFM

Defaqto 2023
Five Star Proposition - DFM MPS on Platform

City of London Wealth Management Awards 2023
Finalist - Best Discretionary Wealth Manager & Best Charity Investment Service

Citywire Top 100 2023
WINNER (James Penny)

Portfolio Adviser Wealth Partnership Awards 2022
HIGHLY COMMENDED - Rising Star Individual (Daniel Babington)

PAM Awards 2022
Finalist - Performance

Moneyfacts Awards 2022
Finalist - Best Ethical DFM

Investment Week Sustainable Investment Awards 2022
Finalist - Best Sustainable Investment Wealth Manager/ DFM Group

Defaqto 2022
Five Star Proposition - DFM MPS on Platform

City of London Wealth Management Awards 2022
Finalist - Best Discretionary Wealth Manager

Citywire Top 100 2022
WINNER (James Penny)

Portfolio Adviser Wealth Partnership Awards 2021
WINNER - Rising Star Business

Moneyfacts Awards 2020
Finalist - Best Ethical DFM

FT Financial Adviser Service Awards 2020
Finalist - Discretionary Investment Manager

Defaqto 2020
Five Star Proposition - DFM MPS on Platform

City of London Wealth Management Awards 2020
Finalist - Best Discretionary Wealth Manager

Professional Adviser Awards 2019
WINNER - Best DFM & Best MPS

Moneyfacts Awards 2019
COMMENDED - Best Ethical DFM

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

Mr Atkins, TAM Client

"Dear Lester,
Many many thanks for your excellent service for the past years. Truly grateful.
My very best wishes to you and all who have been there for me.
Warm regards,"

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.”