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Our Awards

We’re proud to be shortlisted and winners of many awards and accolades, as they showcase the value of our esteemed colleagues and the high-quality services we provide by both our industry peers and clients themselves.

Defaqto Service Rating

Please see below the rating Charles Stanley has obtained for an excellent level of service for DFM Service as reflected by the Defaqto Gold Service Rating.

Defaqto 2021 - Service gold

Defaqto Star Ratings

Please see below the ratings Charles Stanley have obtained which uniquely combine an assessment of the features and benefits that a product has to offer.

Defaqto 2021 - DFM MPS on Platform 5 stars Defaqto 2021 - DFM Bespoke 5star Defaqto 2021 - DFM MPS Direct

Defaqto Diamond Ratings

Please see below the ratings Charles Stanley have obtained which uniquely combine a quantitative assessment of both performance and numerous other data points, including manager tenure, assets under management and costs.

Defaqto 2021 - DFM MPS Portfolio Family 5 diamons Defaqto 2021 - DFM MPS Direct Portfolio Family 5 Diamons

Professional Awards

Investments

Financial Adviser Service Awards

Investments

Financial Adviser Service Awards

Platinum: Cautious - Large

Portfolio Adviser: Wealth Manager Awards

Gold: Aggressive - Large

Portfolio Adviser: Wealth Manager Awards

Gold: Balanced - Large

Portfolio Adviser: Wealth Manager Awards

3D Asset Management 2021

ARC: 3D Award

 

Private Client Industry Awards

Best Fund for our Charles Stanley Monthly High Income Fund
Best Fund for our Charles Stanley Monthly High Income Fund

City of London Wealth Management Awards

Best Advisory Service

City of London Wealth Management Awards

Discretionary Fund Management

Gold Standard Awards

57th place position in the annual ranking

Top 100 Financial Advisers

6th place position in the annual ranking

Top 100 Financial Advisers

Best Wealth Management for Inheritance Tax and Succession Planning

FT/IC Investment and Wealth Management Awards

Top Financial Planning Companies

Thewealthnet

PAM

Private Asset Managers Awards

Private Client Local and Personal Awards

Investment Team of the Year
Investment Team of the Year

Yorkshire Financial Awards

Wealth Manager of the Year
Wealth Manager of the Year

Yorkshire Financial Awards

Tom Scarborough: Wealth Manager of the Year
Wealth Manager of the Year: Tom Scarborough

City of London Wealth Management Awards

Dan Beecroft : Exceptional customer service
Exceptional customer service: Dan Beecroft

City of London Wealth Management Awards

Investment Team of the Year - Leeds

Yorkshire Financial Awards

Investment Team of the Year - Leeds

Yorkshire Financial Awards

Director of the Year - Jonathan Baker

Yorkshire Financial Awards

Bita Risk Award for Wealth Manager of the Year (Male) - Clive Worlock

City of London Wealth Management Awards

Best Financial Planning - Mia Kahrimanovic

City of London Wealth Management Awards

Woman of the Year: Investment Advice -Katie Tasker

Professional Adviser: Women in Financial Awards

Woman of the Year: Leadership (Financial Organisation) - Shelley Leaney (Silver)

Citywealth: Powerwomen Awards

Woman of the Year: Rising Star - Tsitsi Mutiti (Bronze)

Citywealth: Powerwomen Awards

Other Industry Awards

Content Marketing Campaign of the Year - Retail; Book of Stories

Investment Marketing and Innovation Awards

Marketing Team of the Year

Investment Marketing and Innovation Awards

Highly Commended: Sponsorship of the Year with Harlequins

Investment Marketing and Innovation Awards

Our Nominations

Thought Leadership Work - Retail

Investment Marketing and Innovation Awards

Professional Adviser Awards

 

The Asset Management Awards

 

Cautious Portfolio

Citywire: Investment Performance Awards

Wealth Management Company of the Year

City of London Wealth Management

Best IHT Portfolio Service

Investment Week: Tax Efficiency Awards

Best Discretionary/Advisory Wealth Manager

FT/IC Investment and Wealth Management Awards

Best IHT Portfolio Service

Investment Week: Tax Efficiency Awards

Best Discretionary/Advisory Wealth Manager

FT/IC Investment and Wealth Management Awards

Professional Pensions

UK Pensions Awards (Nomination)