Benefit From Award
Winning Advice

Capstone Financial Awards

2023

Best Financial Adviser
Talk of Manchester Business Awards

2019

Best Financial Adviser, Special Commendation
Talk of Manchester Business Awards

2018

Best Financial Adviser
Talk of Manchester Business Awards

St. James’s Place Awards

2024

Good Money Award
Better Society Awards 2024

Gold Stevie Winner: Achievement in Customer Experience, Financial Services
The Stevie Awards for Sales & Customer Service

Organisation of the Year
Excellence in Customer Service Award 2024

2023

Good Money Award
Better Society Awards 2023

Wealth Management Company of the Year
City of London Wealth Management Awards

Best Advisory Service
Online Money Awards

Consumer Champion of the Year (Company)
MoneyAge Awards

Best Financial Adviser
The Personal Finance Awards

2022

Financial Advisory Firm of the Year – Awarded Bronze
Citywealth Magic Circle Awards 2022

Best Advisory Service
Online Money Awards 2022

Best Customer-Centric Culture – Large Company – Awarded Silver
UK Customer Experience Awards 2022

Global Good Company of the Year – Awarded Gold
The Global Good Awards 2022

Best Financial Adviser
Personal Finance Awards 2022/23

Best Customer Service
Shares Awards 2022

Wealth Management Company of the Year
City of London Wealth Management Awards

2021

Wealth Manager of the Year
Growth Investor Awards

Best Advisory Service
Online Personal Wealth Awards

Best Wealth Manager
Shares Awards

Best Financial Adviser
Personal Finance Awards

2020

Best Wealth Manager
Shares Awards

Best Advisory Service
Online Personal Wealth Awards

Wealth Management Company of the Year
City of London Wealth Management Awards

Championing LGBTQ Inclusion
Financial Adviser Diversity in Finance Awards

2019

Wealth Management Company of the Year
City of London Wealth Management Awards

Best Wealth Planning Team
Wealth Adviser Awards

Best High Net Worth Team
Wealth Adviser Awards

Best Wealth Manager Growth Portfolio
Wealth Adviser Awards

Best Wealth Manager
Shares Awards

Best Financial Adviser
Personal Finance Awards

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