Award-winning solutions

2018 - Best Adviser Firm (Middle East)
2018 - Excellence in Professional Development (Middle East)
2018 - Excellence in Business Strategy (Middle East)
2018 - Excellence in Business Strategy (UK)
2017 - Best Adviser Firm (Europe)
2017 - Excellence in Business Strategy (UK)
2016 - Best Practice Adviser Firm (Global)
2016 - Best Adviser Firm (Middle East)
2016 - Excellence in Professional Development (Middle East)
2016 - Excellence in Client Service (Middle East)
2016 - Excellence in Professional Development (Europe)
2016 - Excellence in Social Media (Europe)
2016 - Excellence in Business Transformation (Europe)

2012 - Best Management Team

Sam Instone and John Viney were among the 300 founders and directors of Britain’s 100 private companies with the fastest growing sales.

2012 - Fastest Growing Financial Services Firm (second consecutive year) and 4th fastest growing business in the UK (rising from 11th place in 2011, becoming the first ever financial services firm to rise in the rankings)

2011 - Fastest Growing Financial Services Firm
11th fastest growing business in the UK

2014 - Best Support Service (Finalist)
2013 - Best Recruitment and Development (Shortlisted)
2013 - Best Network (Shortlisted)
2012 - Adviser Training & Professional Development (Finalist)
2010 - Best Network and Support Services (Shortlisted)
2010 - Best Adviser Training and Professional Development (Shortlisted)
2009 - Best Use of Technology by an Adviser (Finalist)

2013 - Sam Instone, CEO (Finalist, London and the South)

Sam was named as one of the UK’s most inspiring business leaders.

2014 - Best Global Offshore Banking Team
2014 - Best Private Wealth Management Adviser (UAE)

2017 - Best International Wealth Management Practice (EMEA)