Charles Stanley has won two awards at the Yorkshire Financial Awards 2021.
The Charles Stanley Leeds team won the Investment Team of the Year Award for the third year running, and Wealth Manager of the Year.
The Yorkshire Financial Awards celebrate the financial services industry and the achievements and successes of the region’s best and brightest, which is the UK’s premier financial hub outside of London.
The awards are judged by an independent panel of accredited professionals. Charles Stanley’s origins lie in Yorkshire, as a banking partnership established in Sheffield more than 227 years ago.
Staff at the Leeds office have been recognised as an outstanding investment team in the region. Since the branch’s opening in 2008, it has consistently achieved success for clients and upheld an in-depth knowledge of complex asset classes.
The judges commended its ability to evolve and meet the challenges of the pandemic head-on and highlighted its regular client contact and market commentaries. Its’ thematic investment strategy yielded impressive returns, capping off an impressive year for this firm.
The team also won the Wealth Manager of the Year award in recognition of the fact that it focused on the changing needs and interests of its client base during difficult times and adjusted its investment strategy accordingly. By reviewing its communication channels and introducing new ones, clients were well informed, thus building confidence and encouraging good decision making.
Brand manager Simon Martin said: “Both I and the rest of the team are absolutely delighted to have been recognised for our efforts this year. At Charles Stanley Leeds we strive to provide the highest quality of service to our clients and I am incredibly proud of all my colleagues who continue to help us achieve our goal and who have been instrumental to our continued excellent success.”