OUR AWARDS
| 2025 | Award |
|---|---|
| Schroders Platform Awards | Best use of Platform Technology (Transact integration with moneyinfo) |
| Professional Paraplanner | Best Platform |
| Money Marketing | Best Platform |
| 2024 | Award |
|---|---|
| Professional Adviser | Best Platform for Advisers |
| Professional Paraplanner | Best Overall Service to Paraplanners - New Business |
| Schroders Platform Awards | Best Platform Provider (AUM over £40bn) |
| Schroders Platform Awards | Leading Platform for Discretionary Management |
| 2023 | Award |
|---|---|
| Schroders Platform Awards | Platform of the Year Leading Platform for Discretionary Management |
| Adviser Asset | Platinum Platform Rating |
| Professional Paraplanner | Best Platform |
| Professional Paraplanner | Best Overall Service to Paraplanners – Existing Business |
| 2022 | Award |
|---|---|
| Adviser Asset | Platinum Platform Rating |
| Professional Adviser | Best Platform for Advisers (AUM above £25bn) |
| Professional Adviser | (Time4Advice) Best Technology Provider |
| Professional Paraplanner | Best Overall Service to Paraplanners - New Business |
| Professional Paraplanner | Best Platform |
| Investment Life & Pensions Moneyfacts | Best Online Service |
| 2021 | Award |
|---|---|
| Schroders | Best Platform Provider AUM £40bn+ |
| Moneyfacts | Best Wrap/Platform |
| Professional Paraplanner | Best Platform |
| Professional Paraplanner | Best Overall Service to Paraplanners – Existing Business |
| Adviser Asset | Platinum Platform Rating |
| 2020 | Award |
|---|---|
| Adviser Asset | Platinum Platform Rating |
| FinalytiQ | 'Excellent' Financial Performance Rating |
| Financial Adviser Service Awards | 5 Star Platform |
| 2019 | Award |
|---|---|
| Financial Adviser Service Awards | 5 Star Investment Provider |
| Professional Adviser | Best Platform for Advisers (AUA over £20bn) |
| Professional Paraplanner | Best Platform |
| FinalytiQ | 'Excellent' Financial Performance Rating |
| Adviser Asset | Platinum Platform Rating |
| The Lang Cat | Best for Accumulation (Complex Needs) |
| 2018 | Award |
|---|---|
| Financial Adviser Service Awards | 5 Star Investment Provider |
| Platforum | Best Adviser Platform over £10bn |
| Professional Adviser | Best Platform for Advisers (AUA above £15bn) |
| Professional Paraplanner | Best Platform |
| Professional Paraplanner | Best Overall Service - Existing Business |
| Adviser Asset | Platinum Platform Rating |
| 2017 | Award |
|---|---|
| Financial Adviser Service Awards | 5 Star Investment Provider |
| Money Observer Retirement Income Awards | Best Flexi Access Drawdown |
| Moneyfacts | Best Wrap/Platform |
| Professional Adviser | Best Platform for Advisers (AUA above £15bn) |
| Professional Paraplanner | Best Overall Service for New Business |
| Money Marketing | Best Platform Award |
| FT Adviser Online Innovation and Service Awards | Investment Innovation Award |
| FT Adviser Online Innovation and Service Awards | 5 Star Investment Award |
| 2016 | Award |
|---|---|
| Platforum | Best Adviser Platform Over £10bn |
| Platforum | Best Adviser Platform for Service |
| Platforum | Best Platform Partner Voted by DFMs |
| The Lang Cat | Platform of the Year |
| The Lang Cat | Best for Centralised Investment Propositions |
| Moneyfacts | Best Wrap/Platform |
| Uk Platform Awards | Platform of the Decade |
| FT Adviser Online Innovation and Service Awards | 5 Star Investment Provider |
| Money Marketing | Best Platform Award |
| Adviser Asset | Platinum Platform Rating |
| Financial Adviser Service Awards | 5 Star Investment Provider |
| 2015 | Award |
|---|---|
| Professional Adviser | Best Adviser Platform |
| FT Adviser Online Service Awards | 5 Star Investment Provider |
| Moneyfacts | Best Online Service Award |
| Platforum | Best Adviser Platform Over £10bn |
| Financial Adviser Service Awards | 5 Star Investment Provider & Packager |
| 2014 | Award |
|---|---|
| Financial Adviser Service Awards | 5 Star Investment Provider & Packager |
| Money Marketing | Best Wrap or Platform |
| Platforum | Best Adviser Platform |
| FT Adviser Online Service Awards | 5 Star Investment Provider |
| Investment Life & Pensions Moneyfacts | Best Online Service |
| 2013 | Award |
|---|---|
| Financial Adviser Service Awards | 5 Star Investment Providers & Packager |
| FT Adviser Online Service Awards | Consistent Service Excellence |
| FT Adviser Online Service Awards | 5 Star Investment Provider |
| UK Platform Awards | Best platform for adviser service |
| UK Platform Awards | Best large platform provider (over £10 billion of assets) |
| 2012 | Award |
|---|---|
| FTAdviser.com | 5 Star Winner - Online Investment Providers |
| Investment Life & Pensions Moneyfacts | Best Online Service |
| Citywire Advisers' Choice Platform Awards | Tools and Functionality |
| Citywire Advisers' Choice Platform Awards | Charging and Service |
| Citywire Advisers' Choice Platform Awards | Investment |
| Financial Adviser | 5 Star Winner - Investment Provider and Packager |
| 2011 | Award |
|---|---|
| Citywire Service Index | Winner of the Wrap/Platform Award |
| FTAdviser.com | 5 Star Winner – Investment Provider/Packager |
| Investment Adviser | Most Diverse Product Range |
| Investment Adviser | Most Transparent Platform |
| UK Platform Awards | Best Platform for Adviser Service |
| UK Platform Awards | Best Open Architecture Wrap Platform |
| Financial Adviser | Investment Provider and Packager |
| Financial Adviser | E-commerce Product of the Year |
| 2010 | Award |
|---|---|
| Citywire Service Index | Winner of the Wrap/Platform Award |
| FTAdviser.com | 5 Star Winner – Investment Provider/Packager |
| TAS | Wrap/Platform Winner |
| UK Platform Awards | Best Platform for Adviser Service |
| UK Platform Awards | Best Open Architecture Wrap Platform |
| Financial Adviser | E-Commerce Product of the Year |
| Financial Adviser | 5 Star Winner – Investment Provider/Packager |
| 2009 | Award |
|---|---|
| Professional Adviser | Best Wrap Provider |
| TAS | Wrap/Platform Winner |
| Financial Adviser | 5 Star Winner – Investment Provider/Packager |
| FTAdviser.com | 5 Star Winner – Investment Provider/Packager |
| Financial Adviser | E-commerce Product of the Year |
| UK Platform Awards | Best Open Architecture Wrap |
| 2008 | Award |
|---|---|
| Professional Adviser | Best Wrap Provider |
| RDIR | Global Custodian Award |
| UK Platform Awards | Best Open Architecture Wrap Platform |
| FTAdviser.com | 5 Star Winner – Investment Provider/Packager |
| Citywire Service Index | Only Triple A Rated Wrap for Service and TCF |
| 2007 | Award |
|---|---|
| Professional Adviser | Best Wrap Provider |
| Financial Adviser | e-Commerce – Product of the Year |
| Financial Adviser | 5 Star Winner – Independent Provider / Packager |
| UK Platform Awards | Leading Independent Platform Offering |
| 2006 | Award |
|---|---|
| Professional Adviser | Best Wrap Provider |
| Pensions Management-TAS | Wrap Winner |
| 2005 | Award |
|---|---|
| Professional Adviser | Best Wrap Provider |