Our Progress

Tracking our journey towards investment excellence and client success

Our Growth Journey

Key milestones in our mission to provide exceptional investment services

2015

Company Founded

ObilinTeg was established with a vision to democratize access to professional investment advice and services across the UK.

2017

First 100 Clients

Reached our first major milestone of 100 satisfied clients, establishing our reputation for personalized service and strong returns.

2019

Educational Program Launch

Launched our comprehensive investment education program, empowering clients with knowledge and skills for informed decision-making.

2021

£25M Assets Under Management

Crossed the significant milestone of £25 million in assets under management, demonstrating strong client trust and growth.

2023

Digital Platform Enhancement

Implemented advanced technology solutions to provide clients with real-time portfolio monitoring and enhanced service delivery.

2025

500+ Clients & £50M AUM

Achieved over 500 active clients and £50 million in assets under management, while maintaining our commitment to personalized service.

Performance Metrics

Demonstrating our commitment to delivering exceptional results

75%

Client Satisfaction Rate

Based on annual client surveys and feedback

30%

Above Market Performance

Average outperformance vs benchmark indices

80%

Client Retention Rate

Long-term client relationships and loyalty

50%

Portfolio Growth

Average annual portfolio value increase

Awards & Recognition

Industry recognition for our commitment to excellence

Best Investment Advisory 2024

UK Investment Excellence Awards

Recognized for outstanding client service and investment performance in the advisory category.

Client Choice Award 2023

Financial Services Review

Awarded based on client satisfaction scores and feedback for exceptional service delivery.

Innovation in Education 2022

Investment Education Institute

Honored for developing innovative investment education programs that empower clients.

Client Success Stories

Real results achieved through our investment strategies

"ObilinTeg helped me increase my portfolio value by 40% over three years. Their educational approach gave me confidence in my investment decisions."

- Sarah J. Retirement Planning Client

"The team's expertise in risk management protected my investments during market volatility while still achieving solid returns."

- Michael R. Business Owner

"From complete beginner to confident investor - ObilinTeg's education program transformed my understanding of financial markets."

- Emma T. First-time Investor

Looking Forward

Our vision for the future of investment services

2025

Technology Integration

Implement AI-powered portfolio optimization tools to enhance investment decision-making and client outcomes.

2026

Sustainable Investing

Launch comprehensive ESG investment options to meet growing demand for sustainable investment solutions.

2027

1000 Clients

Reach 1000 active clients while maintaining our commitment to personalized service and exceptional results.

2028

£100M Assets

Achieve £100 million in assets under management, establishing ObilinTeg as a major player in UK investment services.