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.

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.

ARC 3D Award
2024

ARC Research 3D Award

We are delighted to have been awarded the 2024 3D Award from ARC. The ARC 3D Award is a symbol of excellence in the investment world, celebrating firms that consistently demonstrate outstanding commitment to transparency, engagement, and integrity.

Defaqto rating
2024

4 Diamond Rating for Multi Manager Return Focused

- SVS Brooks Macdonald Defensive Capital Fund 

Defaqto rating
2024

5 Diamond Rating for DFM MPS (Direct) Portfolio Family

- Managed Portfolio Service (Direct)
- Managed Portfolio Service Passive (Direct)

Defaqto rating
2024

5 Diamond Rating for DFM MPS (Platform) Portfolio Family

- Managed Portfolio Service (Platform)
- Managed Portfolio Service Passive (Platform)
- MPS Responsible Investment Service Advance (Platform)

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