Our awards and accolades
We work hard to offer our clients and intermediaries excellent service throughout our relationship, and our greatest accolade is their thanks, or when they recommend us to their friends, colleagues, clients or relations.
However, we're also very proud when our clients and industry peers recognise our achievements with awards and high ratings. These are some of the most recent.
COLWMA Best Approach to ESG Investment 2022
Defaqto 2022 ESG Reviewed
Defaqto has specifically included the ESG Portfolio Service in this five star rating.
Defaqto 2022 DFM Bespoke
Defaqto 2022 DFM MPS Direct
Defaqto 2022 DFM MPS on Platform
City of London Wealth Management Awards - Wealth Management Company of the Year
Defaqto 2021 DFM Bespoke
Defaqto 2021 DFM MPS Direct
Defaqto 2021 MPS on Platform
Financial Services Forum winners
Defaqto 2020 DFM Bespoke
Defaqto 2020 MPS on Platform
Defaqto 2020 DFM MPS Direct
How can we help?
If you would like to know how we can help with your investment management, wealth or financial planning needs, get in touch. We will be delighted to provide more details of our services.
Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.
Investment involves risk and is not suitable for everyone.