Awards and accreditations

Recognised by respected industry bodies

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Date awarded:
April 2025
Winner
HealthInvestor Power List
2024
Awards
Private Equity
Date awarded:
October 2024
Winner
Best Tax and Estate Planning Solutions Provider
2024
Awards
Inheritance Tax Solutions
Date awarded:
November 2023
Winner
Growth Investor Award winner (listed)
2023
Awards
Inheritance Tax Solutions
Date awarded:
September 2020
Winner
Health Investor Awards - Private Equity Investor of the Year
2020
Awards
Private Equity
Date awarded:
November 2019
Winner
Growth Finance Awards - Best Fund Manager
2019
Awards
Private Credit
Date awarded:
September 2017
Winner
Investment Week Tax Efficiency Awards - Tax Efficient Group of the Year
2017
Awards
Inheritance Tax Solutions
Date awarded:
May 2025
Finalist
Best Tax and Estate Planning Solutions Provider (Finalist)
2025
Awards
Inheritance Tax Solutions
Date awarded:
June 2025
Accreditation
ARC 2025
2025
Ratings
Inheritance Tax Solutions
Date awarded:
April 2025
Finalist
Education Investor Awards 2025
2025
Awards
Private Equity

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