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Best Wealth Management Adviser – Mattioli Woods

The judges unanimously agreed that Mattioli Woods stood out from the rest. They were impressed with the professionalism of the firm, highlighting it had a “very convincing and good business”. In particular, the judges flagged the charging structure, which was lower than most and “flexible and reasonable”. The performance of portfolios at Mattioli backed up their strong processes, with the judges also being impressed by the range of funds and portfolios available to clients. One judge noted the company’s approach to fact-finding and risk questionnaires stood out from the competition.

The judges awarded highly commended to City Asset Management, saying the firm was very client-centric. What stood out was the firm’s “genuinely bespoke” portfolios and its focus on real returns. The judges noted the robust investment process at the firm, but also its keen focus on minimising dealing costs to reduce overall charges.

Shortlist:

City Asset Management
Equilibrium Asset Management
Brewin Dolphin
Harpsden Wealth Management
Rowan Dartington Signature
Skerritts Wealth Management
Whitechurch Securities

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