Industry recognition
theweathnet Top Financial Planning Companies
The team has been recognised as one of the Top Financial Planning Companies in the UK by thewealthnet for the sixth year running. Each year thewealthnet compiles a list of the top financial planning and management companies in the UK, which identifies those offering a high level of service to their clients.
Their findings are based on extensive market knowledge, research and feedback from the wealth management sector and those working in it.
Chambers High Net Worth Guide
The team has been recognised as one of the top recommended advisors in the 2021 Chambers High Net Worth Guide. The guide, specifically aimed at the mobile high net worth private wealth market, provides information and reference material for wealthy individuals looking for professional advice and recognises those firms which excel in providing these services. This is the fourth consecutive year that the team has been recognised in this guide.