Awards and ratings

We aim to deliver a first class service for all with whom we work and we are delighted that our success has been recognised by a number of high quality ratings and awards.

platform family risk targeted
2025

5 Diamond Rating for Risk Targeted Fund Family

SVS Cornelian Risk Managed Funds
SVS Cornelian Risk Managed Passive Funds

DFM 4 diamond award
2025

4 Diamond Rating for DFM MPS (Direct) Portfolio Family

  • Managed Portfolio Service (Direct)
  • Managed Portfolio Service Passive (Direct) 
  • MPS Responsible Investment Advance (Direct & Platform)
risk focused family
2025

4 Diamond Risk Focused Fund Family

  • SVS Blueprint Brooks Macdonald Defensive Income Fund
  • SVS Blueprint Brooks Macdonald Cautious Growth Fund
  • SVS Blueprint Brooks Macdonald Balanced Fund
  • SVS Blueprint Brooks Macdonald Strategic Growth Fund
Defaqto gold rating
2025

Gold for Discretionary Fund Management Service

Name Payroll Giving Quality Mark
2024

Payroll Giving Quality Mark: Platinum Award

Our Give As You Earn scheme award with the Charities Aid Foundation (CAF) has been upgraded to Platinum for this year’s Payroll Giving Quality Mark. This government-accredited award is in recognition of our commitment to supporting employee giving. It puts us in the top 5% of businesses who have a Give As You Earn scheme with CAF.

Copyright 2025 Brooks Macdonald.