Awards and ratings

We are delighted to have been chosen by the Cardiff Prestige Awards as Investment Management Company of the Year.

The judging panel base their decisions upon areas such as service excellence, quality of the product/service provided, innovative practices, value, ethical or sustainable methods of working, as well as consistency in performance. The winners selected are those who can best demonstrate their strengths in these areas.

We are proud to announce that our Cardiff office won the Wales Regional Star award and the Tunbridge Wells office won the Citywire Wealth Manager South East Regional Star Award.

These awards are based on the votes of almost 1,000 advisers across eight major regions of the UK. They ranked individual wealth management offices on four criteria: investment outcomes, client reporting, relationship management and efficiency of service.

We are delighted to have been recognised as one of the the 2020 thewealthnet Top Financial Planning Companies.

thewealthnet Top Financial Planning Companies 2020 acknowledges organisations that provide financial planning services to wealthy individuals. This list of top financial advice companies is compiled from data provided by firms, PAM Insight’s research team and market knowledge, along with feedback and recommendation from professionals within the wealth management sector.