We are delighted to have been recognised as one of the 2021 thewealthnet Top Financial Planning Companies.

Thewealthnet Top Financial Planning Companies 2021 recognises those organisations that provide financial planning services to wealthy individuals. The list is built using data provided by firms, with the assistance of PAM Insight’s research team and our accumulated market knowledge. Another crucial element is feedback and recommendations from professionals from across the wealth management sector.

Congratulations to Akos Dietrich in our Jersey office who has been included on the 2020 PAM Top 40 Under 40!

Nominations were received through an open call and results were based on PAM Insight's experience and knowledge of who is rising to the top quickly, and why. Factors taken into account included the reputation or performance of the company that the nominee works for, feedback from senior executives, trajectory of promotion/business development success and relative age, and active involvement in promoting good organisational culture.

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.