STEP Private Client Award - Finalist
STEP (Society of Trust and Estate Planning) is the leading global professional body for professionals working in the Private Client sector. It is multi-disciplinary with members from the legal, accountancy and banking professions, as well as wealth management.
STEP hold annual awards and we have been a finalist in the Financial Advisor Team of the Year category for the last six years.
2018 Women in Investment Award - Finalist
Our fund analyst, Abrunnaher Shifa, reached the top 10 finalists for Fund Analyst of the Year, at the inaugural the 2018 women in Investment Awards.
Cloneable Content
Beautiful Templates
Detailed Guides
Expert Support
Communities & Groups
Inspiration & Jobs