About us


FTAdvisor Top 100 award

We are proud and delighted to be listed in the FTAdviser Top 100 Financial Advisers list for 2022. This showcases some of the best advice firms in the country. This award is based on Financial Clarity data, from ISS Market Intelligence and thus is a truly independent assessment.

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 Adviser Team of the Year category for six consecutive years between 2017 and 2022.

2018 Women In Investment Award – Finalist

Our Portfolio Manager, Abrunnaher Shifa, reached the top 10 finalists for Fund Analyst of the Year, at the inaugural the 2018 women in Investment Awards.