It’s always great to win awards (and we have won quite a few in recent years) but I have to say we were especially thrilled to have won Best DFM at this year’s Professional Adviser Awards.
We also won Best Client Engagement for the second time in three years. Last but not least, we were ‘highly commended’ (2nd) in the Best Risk Profiling Service category. None of our DFM peers have their own risk profiler so we were already standing out from the pack. To come runner up to a firm whose sole focus is risk profiling is still a big accolade.
There is no shortage of DFMs in the UK, most of whom have been around longer than us and/or have much bigger teams. We started out small over 10 years ago but, thanks to our loyal adviser partners, and those who find we can solve the issues that others can’t, we are growing all the time.
To have our work recognised with such prestigious awards is fantastic and really makes us feel that all the hard work is worth it.
If you are new to what we do and want to learn more about our proposition, please get in touch via engagement@portfoliometrix.co.uk.
Thanks again to everyone who voted for us and to the UK PortfolioMetrix team for their hard work, dedication and commitment.
