Awards and Testimonials

Top 100 in 2020!

Longbon & Company are delighted to have been included in Citywire's New Model Adviser Top 100, recognising the best advice firms from around the country.

"I am delighted for us to be included in the NMA Top 100 this year - a testimony to the resilience shown by all during such a challenging environment which has produced such amazing results for client portfolios and the firm at large," Andrew, founder and director of Longbon & Company, said upon receipt of the award.

The judging panel at New Model Adviser looked for firms which showed evidence of well-qualified staff, robust investment propositions,  good use of technology, willingness to share best practice, client education, recruitment and contribution to professional standards, to name just a few factors.

Winner of Four Portfolio Adviser Wealth Manager Awards

We are also delighted to have been recognised for our consistently well performing portfolios, having been awarded Gold at the Portfolio Adviser Wealth Manager Awards in 2016 in the boutique and balanced category, winning Platinum and Gold in 2017 for the balanced and cautious categories respectively, and in 2018 winning Gold in the aggressive category.

“Now in their fourth year, the Portfolio Adviser Wealth Manager Awards have firmly established themselves as an important barometer of quality within the UK wealth management sector. To be chosen as a winner by a wholly independent panel of judges, all of whom have experience in outsourcing to and work with wealth managers, should be seen as a badge of honour,” said Daniel Gilmore, director of Last Word.

Highly Commended, Best Investment Adviser - Money Marketing Awards 2020

Longbon & Company were awarded ‘Highly Commended’ at the Money Marketing Awards 2020 for 'Best Investment Adviser.'

It is a great honour for us, and indeed for small firms, that not only were we shortlisted, but that we were highly commended (2nd place) by the judges in a category which consisted of the largest advice firms from around the UK.

The judges commented that “Another of the shortlisted firms to have particularly caught the judges’ eye was Longbon & Company, which demonstrated that being small does not stop you from being mighty. The company clearly demonstrated it loves doing what it does and goes the extra mile for its clients.”

“We’ve got an amazing set of finalists this year, who all deserve recognition for forging ahead through the toughest of times.” Justin Cash, Editor of Money Marketing, said upon the announcement of the finalists.