We won Investment Week’s Gold Standard Awards 2021 in the ‘Independent Financial Advice’ category for the second consecutive year. The judges were particularly impressed by our concept of helping clients achieve Financial Freedom. The Gold Standard Awards acknowledge financial services companies that go the extra mile to serve their customers and build confidence in the sector – rewarding businesses that display consistent standards of excellence in service, capability, trust, financial strength and fair value.
In the International Investment Awards 2022 we won Excellence in Sustainability (Advisers), a new category introduced this year. Nathan Prior, Head of International, was highly commended in the Unsung Hero (Advisers) category. The longest running event of their kind, the 23rd annual awards cover the full spectrum of the industry. The previous year we were awarded Excellence in Advisory Best Practice (UK) and ‘highly commended’ globally for the second consecutive year.
We are delighted to have once again been included in FTAdviser’s annual list of the Top 100 Financial Advisers in the UK, ranking fourth in the UK. This yearly rundown offers a snapshot of the country’s very best advice firms from one of the most highly respected publications in the finance industry. The scores are based on a broad range of criteria, including Chartered status, assets under management (AUM), company age and growth rate, client retention and estimated performance, among others.
We were crowned Financial Advisor Team of the Year at the STEP 2019/20 Private Client Awards. The STEP Private Client Awards are seen as the hallmark of excellence within the private client world. The Judges said: ‘Partners Wealth Management’s entry stood out because it was focused and innovative, demonstrating a clear and transparent business model and a progressive approach to career development within its highly qualified multi-disciplinary team.’
We were awarded the Citywire London Adviser Firm of the Year Award 2023 for the fourth consecutive year. The awards recognise the top financial planning firms across the UK and are based on a number of factors such as the level of staff qualifications, having a well thought out investment proposition, a carefully segmented client base, use of technology, willingness to share best practice and to educate clients as well as investing in the next generation.
A great evening at the Citywealth Magic Circle Awards 2023 was topped off with another award to add to our collection.
At the ceremony for Citywealth Magic Circle Awards 2023, which was held on Wednesday 17 May at Plaisterers Hall, London, we received Bronze for the category of ‘Financial Planning Firm of the Year – Boutique’. We are delighted to take home this prestigious award that highlights the exceptional service our team continues to provide.
The Magic Circle Awards have run for more than 17 years to recognise achievements across the wealth management, legal, accountancy and banking sectors. This year’s ceremony was attended by more than 400 professionals from over 140 organisations.
The shortlist is compiled by a panel of private wealth advisers, with the final decision made by a combination of public votes and a judging panel. Thank you to everyone who voted for us!
We are listed among the country’s top 100 financial advice firms by New Model Adviser (NMA) for the seventh consecutive year.
Every year, the outlet not only looks at business data such as assets under advice, turnover and adviser numbers; it also evaluates other important aspects such as client treatment, staff development and a forward-thinking attitude to rank the most up-and-coming and fastest developing firms.
We have been awarded two titles in International Adviser’s Best Practice Adviser Awards 2022. Not only have we retained our Excellence in Investment Planning (UK) title for the second year running, but we have also won the accolade of Best ESG Initiative.
Now in its sixth year, the Best Practice Adviser Awards celebrate those firms across the globe who are dedicated to embedding best practice into every area of their business.
We were awarded Top Firm – Executive Award at the 2022 Next Intelligence Awards. Mortgage Intelligence (incorporating Mortgage Intelligence, Mortgage Next, FYB Network and Next Intelligence mortgage club) are an award-winning mortgage and insurance network who have been providing broker support for over 20 years.
We were awarded the 2021 thewealthnet Top Financial Planning Companies. This is the 12th consecutive year we have received this accolade, which is a rare achievement.
The award winners are selected from data provided by firms with assistance from PAM Insight’s research team and market knowledge, alongside feedback and recommendations from professionals from across the wealth management sector. The rankings also include wealth managers and private banks.
We have been acknowledged for ‘Best Use of Technology’ by New Model Adviser (NMA) in their recognition for ‘best-in-class’ by firms. This is in addition to being listed among the country’s top 100 financial advice firms for the sixth consecutive year.
We were awarded Best Sustainable Financial Planning Advisers UK 2021 in the Financial Adviser Awards 2021 by Capital Financial International (CFI.co). CFI.co provide news, commentary and analysis on markets worldwide, and these awards recognise interesting examples of best practice for their readers and excellence.
Partner and Head of International, Nathan Prior, was named in the 2019 PAM Top 40 Under 40 list. Now in its 10th year, the list has cast the spotlight on individuals considered to be rising stars in the UK wealth management industry, selecting nominees for the final list based on their remarkable qualities and achievements. Other factors included in the final decision this year were the reputation and performance of the firm, feedback from the firm’s senior executives, and Nathan’s impressive career trajectory and extraordinary success to date.
Our partner, Hilary Schofield, was recognised as a ‘Power Returner’ in the Timewise Power 50 Awards 2019: a roll call of 50 powerful executives in the UK who work part-time or flexibly. The awards aim to shift opinion about flexible working – proving it is no barrier to success, and helping make flexibility the new normal. This is the second consecutive year we have been recognised (our Business Director, Fiona Oliver, was listed as a Power Returner in the 2018 awards).
Our Business Director, Fiona Oliver, was ‘Highly Commended’ in the Financial Advice Awards 2018, in the ‘Team Leader of the Year’ category.
These awards recognise and celebrate the achievements of women working within the financial advice sector, focusing on individuals who lead the way in their chosen sphere. In addition, these awards also strive to encourage and inspire more women to join this sector.
For further information on how we can help you build and protect your wealth, please contact us.