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.

We we were the runner up in 2024 for the category of ‘Financial Planning Firm of the Year – Boutique’ at the annual Citywealth Magic Circle Awards and awarded Bronze in 2023.

These awards have run for more than 17 years to recognise achievements across the wealth management, legal, accountancy and banking sectors.

We have been recognised as one of the UK’s leading financial advice firms, earning a place in the Citywire New Model Adviser Top 100 for 2024. This marks the ninth consecutive year we have been included in this list, celebrating the top firms in the wealth management and financial planning community.

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 were once again awarded ‘Top Firm – Executive’ at the 2023 Mortgage 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 delighted with a double win at the International Investment Awards 2023.

In addition to coming top in the 'Excellence in Sustainability (Advisers)' category for the second time, we were also thrilled to be recognised for 'Excellence in Client Service (Advisers)'. The International Investment Awards have been running for almost a quarter of a century – the longest-running event of their kind. Selected by a panel of expert judges, the winners are scored on a scale of 1-10 and must demonstrate excellence and innovation in their respective category.

We are delighted to have once again been included in FTAdviser’s annual list of the Top 100 Financial Advisers 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 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 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.

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.