We are the UK Platform of the Year. Our technology has won multiple awards for innovation. Our investment services are 5 star rated. And our platform service is consistently voted top in the industry by Advisers.
Winner Best Ethical Discretionary Fund Manager
Investment award
2021
Professional Adviser
Shortlist
Best Technology Provider
Technology award
Professional Adviser
Shortlist
Best Model Portfolio Service
Investment award
Professional Adviser
Winner
Best Platform for Advisers (AUA below £25bn)
Investment award
2020
Financial Adviser Services Awards
5 Star
Best in Platform Category
Technology award
Financial Adviser Services Awards
5 Star
Best in DFM Category
Investment award
Moneyfacts
Highly Commended
Best Ethical Discretionary Fund Manager Provider
Investment award
Moneyfacts
Winner
Best Online Service
Service award
Defaqto
5 Star
Drawdown 2020
Rating
Defaqto
5 Star
DFM MPS Direct 2020
Rating
Defaqto
5 Star
Adviser Platform 2020
Rating
Defaqto
Gold
Pension Service 2020
Rating
Defaqto
Gold
DFM Service 2020
Rating
Defaqto
Gold
Platform Service 2020
Rating
Bristol Life Awards
Highly Commended
Financial
Bristol
2019
The Lang Cat Award
Winner
Platform of the Year
Service award
The Lang Cat Award
Winner
Best for accumulation (simple needs)
Service award
Schroders UK Platform Award 2019
Winner
Platform of the Year
Investment award
Schroders UK Platform Award 2019
Finalist
Leading Innovation Award
Technology award
Schroders UK Platform Award 2019
Finalist
Leading Platform for Discretionary Management
Investment award
Bristol Life Awards
Winner
Financial
Bristol
Financial Adviser Services Awards 2019
5 Star
Best in Investment Category
Service award
Professional Adviser
Winner
Best Platform for Advisers (AUA below £20bn)
Investment award
Defaqto
5 Star
Platform (Adviser)
Investment award
Defaqto
Gold
Pension Service
Service award and SIPP
Defaqto
Gold
DFM Service
Service award
Defaqto
5 Star
Drawdown
SIPP
Defaqto
5 Star
DFM MPS Direct
Investment award
Moneyfacts 2019
Winner
Best Ethical Discretionary Fund Manager
Investment award
Moneyfacts 2019
Highly Commended
Best Online Service
Service award
Moneyfacts 2019
Highly Commended
Best Investment Service
Service award
2018
Financial Adviser Services Awards 2018
5 Star
Best in Investment Category
Service award
Moneyfacts
Commended
Best Online Service
Service award
Schroders UK Platform Awards 2018
Runner up
Best Platform Provider Under £25bn
Technology award
Defaqto
Gold
Platform Service
Service award
Defaqto
Gold
Pension Service
Service award and SIPP
Defaqto
Gold
DFM Service
Service award
Schroders UK Platform Awards 2018
Winner
Best Platform for Adviser Service
Service award
Defaqto
5 Star
Drawdown
SIPP
Defaqto
5 Star
DFM MPS Direct
Investment award
Defaqto
5 Star
Platform (Adviser)
Investment award
The Lang Cat Award
Winner
Best for accumulation (simple needs)
Service award
Moneyfacts
Winner
Best Ethical Discretionary Fund Manager
Investment award
Moneyfacts
Highly Commended
Best Discretionary Fund Manager
Investment award
Money Marketing
Shortlisted
Company of the Year
Investment award
Money Marketing
Shortlisted
Best Platform
Investment award
Platforum
Best Adviser Platform
Under £10bn
Investment award
Platforum
Best Adviser Platform
Service
Service award
Platforum
Best Adviser Platform
Technology
Technology award
2017
Financial Adviser Services Awards 2017
5 Star
Best in Investment Category
Service award
Defaqto
Gold
Platform Service
Service award
Defaqto
Gold
DFM Service
Service award
Defaqto
Gold
Pension Service
Service award
Defaqto
5 Star
DFM (MPS Direct)
Investment award
Defaqto
5 Star
Drawdown
SIPP
Moneyfacts
Winner
Service Beyond the Call of Duty
Service award
Moneyfacts
Highly Commended
Best Investment Service
Service award
Moneyfacts
Highly Commended
Best Online Service
Service award
Professional Adviser
Winner
Best Platform for Discretionary Management
Investment award
2016
Moneyfacts Awards
Finalist
Best Investment Service
Service award
Professional Adviser
Best
DFM Provider
Investment award
Financial Adviser Services Awards 2016
5 Star
Best in Investment Category
Service award
Defaqto
5 Star
DFM (Managed Portfolio Service)
Investment award
Platforum
Best
Adviser Platform for Technology
Technology award
FSTech Online
Nominated
Tech Provider of the Year
Technology award
Platforum
Best
Best Adviser Platform Under £10bn
Technology award
Moneyfacts Awards
Winner
Best DFM
Investment award
Moneyfacts Awards
Finalist
Best Ethical Investment Provider
Investment award
Moneyfacts Awards
Finalist
Best Online Service
Service award
Professional Adviser
Best
Platform for DFM
Investment award
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