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News and Views

We are delighted to be shortlisted in the annual Citywire Wealth Manager Regional Stars Awards 2019 within the London category.

The awards are calculated on the ratings financial planners give to discretionary firms based on investment outcomes, client reporting, relationship management and efficiency of service.

In its seventh year more than 1,000 advisers across eight major regions of the UKĀ  voted for their favourite wealth managers.

The winners will be announced at a ceremony on 7 March at the Westminster Park Plaza.