Awards and Recognition

ST. JAMES’S PLACE’S AWARDS AND RECOGNITION

2023

Good Money Award
Better Society Awards 2023
Wealth Management Company of the Year
City of London Wealth Management Awards 2023
Best Advisory Service
Online Money Awards
Consumer Champion of the Year – Company
MoneyAge Awards

2022

Wealth Management Company of the Year
City of London Wealth Management Awards 2022
Financial Advisory Firm of the Year – Awarded Bronze
Citywealth Magic Circle Awards 2022
Best Advisory Service
Online Money Awards 2022
Best Customer-Centric Culture – Large Company – Awarded Silver
UK Customer Experience Awards 2022
Global Good Company of the Year – Awarded Gold
The Global Good Awards 2022
Best Financial Adviser
Personal Finance Awards 2022/23
Best Customer Service
Shares Awards 2022

2021

Wealth Manager of the Year – Growth Investor Awards
Best Advisory Service – Online Personal Wealth Awards
Best Wealth Manager – Shares Awards
Best Financial Adviser – Personal Finance Awards

2020

Best Advisory Service – Online Personal Wealth Awards
Wealth Management Company of the Year – City of London Wealth Management Awards
Championing LGBTQ Inclusion – Financial Adviser Diversity in Finance Awards

2019

Wealth Management Company of the Year – City of London Wealth Management Awards
Best Wealth Planning Team – Wealth Adviser Awards
Best High Net Worth Team – Wealth Adviser Awards
Best Wealth Manager Growth Portfolio – Wealth Adviser Awards
Best Wealth Manager – Shares Awards
Best Financial Adviser – Personal Finance Awards

2018

Best Financial Adviser – Personal Finance Awards
Best Wealth Manager – Shares Awards
Wealth Management Company of the Year – City of London Wealth Management Awards
Outstanding Accomplishment – City of London Wealth Management Awards
Best Private Client Investment Manager – Wealth Adviser Awards
Best Wealth Planning Team – Wealth Adviser Awards

2017

Wealth Management Company of the Year – City of London Wealth Management Awards
Best Financial Adviser – Personal Finance Awards
Best Wealth Manager – Shares Awards
Best Private Client Investment Manager – Wealth Adviser Awards

2016

Top in Sector – Britain’s Most Admired Companies
Best Financial Adviser – Personal Finance Awards
Best Wealth Manager – Shares Awards
Best Wealth Manager – What Investment Readers’ Awards
Pension Firm of the Year – Financial Directors’ Excellence Awards
Best Private Client Investment Manager – Wealth Adviser Awards
Wealth Management Company of the Year – City of London Wealth Management Awards

2015

Pension Firm of the Year – Financial Directors’ Excellence Awards
Top in Sector – Britain’s Most Admired Companies
Best Wealth Manager for Inheritance Tax and Succession Planning – FT/Investors Chronicle
Best Wealth Manager for Trusts – FT/Investors Chronicle
Best Financial Adviser – Personal Finance Awards
Best Private Client Investment Manager – Wealth Adviser Award 2015
Wealth Management Company of the Year – City of London Wealth Management Award

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SJP Approved 14/11/2023

Berkshire Financial Planning Limited is an Appointed Representative of and represents only St. James’s Place Wealth Management (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website. The 'St. James’s Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James’s Place representatives.

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