It is with great excitement that we announce the shortlist for the Professional Adviser Awards 2023.

This year's awards will not only recognize the best in the industry but will also mark the 18th year of these prestigious awards.

With an overwhelming response, this year's Professional Adviser Awards has received our highest number of entries to date. The shortlisted candidates will now be evaluated by our panel of renowned judges.

We invite you to book your table now and be a part of this unforgettable evening. If you would like to join us on the night, please contact Orhan via orhan.toprakci@incisivemedia.com or on +44 (0)207 484 9973.

Without further ado, here are the 2023 shortlist:

Best Advice Network

• Benchmark
• Vision Independent Financial Planning
• New Leaf Distribution
• Openwork
• The Right Mortgage & Protection Network
• Tenet
• Truly Independent
• Corbel Partners Limited

Best Client Engagement (Providers)

• AdviceBridge
• Embark Group
• HSBC Life
• Morningstar
• PortfolioMetrix
• Sarasin & Partners
• Schroders
• Shaping Wealth
• True Potential
• 7IM

Best Discretionary Fund Manager

• Abrdn
• Bordier UK
• IBOSS
• JM Finn
• OCM Asset Management
• PortfolioMetrix
• Rathbones
• RBC Brewin Dolphin
• TAM Asset Management
• YOU Asset Management

Best ESG Solution for Advisers

• Aviva
• EQ Investors
• FE Investments
• Foresight Group
• Morningstar Investment Management
• P1 Investment Management
• Parmenion
• Prudential
• Rathbones Unit Trust Management
• Royal London Asset Management

Best Model Portfolio Service

• Abrdn
• Chetwood Investment Management
• Copia Capital Management
• FE Investments
• Parmenion
• Square Mile Investment Services
• Schroders
• Pacific AM
  
• Tatton Investment Management
• Tyndall Investment Management
• Waverton Investment Management
• YOU Asset Management
• 7IM

Best Platform for Advisers

• Abrdn Wrap
• Aviva Platform
• Fidelity Adviser Solutions
• GrowthInvest
• MICAP
• Morningstar Wealth Platform
• Novia Financial
• Nucleus Wrap
• The P1 Platform
• Transact

Best Ratings/Research Service for Advisers

• EV
• FE Analytics
• Fundhouse
• MICAP
• Redington
• RSMR
• Square Mile Investment Consulting and Research

Best Risk-Profiling Service for Advisers

• Oxford Risk
• EnlightenESG
• EV
• PortfolioMetrix

Best Support Service for Advisers

• Antony George Recruitment
• B-Compliant
• Bankhall
• NextGen Planners
• Paradigm
• SimplyBiz
• Square Mile Investment Consulting and Research
• TFA Trusted Financial Advice
• Threesixty Services
• Transact
• True Potential
• The Yardstick Agency

Best Technology Provider

• Dynamic Planner
• Ignition Advice
• Intelliflo
• MICAP
• Model Office
• Money Alive
• Nucleus Financial
• Seccl
• Time4Advice
• True Potential Investments

Best Cautious Fund

• Rathbone Total Return Portfolio S Acc GBP
• Trojan O Acc
• VT AJ Bell Cautious Acc
• CT Universal MAP Cautious C Acc
• HSBC Global Strategy Conservative Portfolio C Acc

Best Balanced Fund

• Waverton Multi-Asset Income P GBP
• Capital Group Global Allocation Fund (LUX) Z GBP
• VT AJ Bell Balanced I Acc
• Premier Miton Diversified Cautious Growth D Inc GBP
• Rathbone Strategic Growth Portfolio S Acc GBP
• HSBC Global Strategy Balanced Portfolio C Acc

Best Adventurous Fund

• HSBC Global Strategy Adventurous Portfolio C Acc
• BNY Mellon Multi-Asset Balanced Inst W Acc
• CT Universal MAP Growth C Acc
• MGTS Sentinel Growth B Acc
• VT AJ Bell Global Growth I Acc
• Premier Miton Diversified Growth D Inc GBP

Best Growing Income

• Close Diversified Income Portfolio X Acc
• BNY Mellon Multi-Asset Income Inst W Acc
• Rathbone Strategic Income Portfolio Acc GBP
• Premier Miton Cautious Monthly Income B Acc GBP
• L&G Multi-Index Income 4 I Acc
• SVS Cornelian Managed Income D Acc

Best High Income

• Premier Miton Multi-Asset Monthly Income C Inc GBP
• VT Momentum Diversified Income B Inc
• Invesco Distribution (UK) Z Acc
• Schroder Monthly Income Z Acc
• Aegon Diversified Monthly Income B Inc
• MI Charles Stanley Monthly High Income A Acc

Best Responsible Fund

• L&G Future World Sustainable Opportunities I Acc GBP in GB
• Janus Henderson Global Responsible Managed I Acc in GB
• Royal London Sustainable World Trust C Acc TR in GB
• Liontrust Sustainable Future Managed Growth 2 Acc in GB
• Thesis Climate Assets Balanced B Acc in GB
• 7IM Sustainable Balance C Acc in GB

Best Risk Managed Range of Funds   

• Rathbone Multi Asset Portfolios
• HSBC Global Strategy
• CT Universal MAP
• L&G Multi-Index
• BM SVS Cornelian RMP
• Quilter Investors Cirilium

Adviser Firm of the Year - London

• Black Swan Financial Planning
• Evelyn Partners
• Finura
• Holden & Partners
• Kingswood Group
• Lathe and Co Wealth Advisers
• Linley Black
• Timothy James & Partners
• Trinity Lifetime Partners

Adviser Firm of the Year - Midlands & East Anglia

• Accession
• BRI Wealth Management
• Britannic Place Financial Management
• Churchgate Accountants
• Colmore Partners
• Compass Independent Financial Services
• Fiscal Engineers
• HarperLees Financial Planning
• Henwood Court Financial Planning
• Kingsfleet
• Longbon & Company
• Longhurst
• Lucas Fettes Financial Planning
• OCM Wealth Management
• Rowley Turton
• Tomas & Young Wealth Management

Adviser Firm of the Year - North East

• Berry & Oak
• Informed Financial Planning
• Joslin Rhodes Pension & Retirement Planning
• Lowes Financial Management
• New World Financial Group
• Progeny
• Redmayne Bentley
• Seven Stages
• True Potential Wealth Management

Adviser Firm of the Year - North West

• Becketts
• Chronos Wealth
• Depledge Strategic Wealth Management
• Equilibrium
• Financial Management Bureau
• Foresight Wealth Strategists
• Kellands Chartered Financial Planners
• Later Life Asset Management
• Lightside Financial Planning
• Oakmere Wealth Management
• Rapport Financial Strategists
• Succession Wealth
• Tenet & You

Adviser Firm of the Year - Scotland & Northern Ireland

• AC Wealth
• Cairn Independent
• Intelligent Pensions
• Mearns & Company
• Modulus Financial Planning
• Navigate IFA
• Phil Anderson Financial Services
• Succession Wealth
• Tweed Wealth Management
• VWM Weath
• Waverton

Adviser Firm of the Year - South East

• Ascot Wealth Management
• Austyn Smith Associates
• Benchmark Financial Planning
• Bina Dayaram Wealth Management
• Butterfly Financial Planning
• Chapters Financial
• clarity Ltd
• Expert Wealth Management
• GSI Wealth Management
• Hanbury Wealth Management
• Investment Solutions Wealth Management
• McLaren Capital
• New Forest Wealth Management
• Succession Wealth
• Wingate Financial Planning

Adviser Firm of the Year - South West & Wales

• Attivo
• Continuum
• Harold Stephens
• Hartsfield Financial Services
• Integrity365
• Magenta Financial Planning
• Ovation Finance
• Saltus
• Strategic Solutions Chartered Financial Planners
• Succession Wealth
• TFA Trusted Financial Advice
• The Aspire Partnership

Best Adviser Firm for ESG

• Better World Financial Planning Limited
• Castlefield
• Chase de Vere
• EQ Investors
• Forrester Hyde  
• Good Green Money
• Holden & Partners
• Path Financial
• Ruth Whitehead Associates
• TFA Trusted Financial Advice 

Best Adviser Firm for Vulnerable Client Care

• Asquith Financial Services
• Financial Management Bureau
• Harold Stephens
• Oakmere Wealth Management
• New Forest Wealth Management
• RBC Brewin Dolphin
• Tweed Wealth Management

Best Adviser Marketing Initiative

• Ascot Wealth Management
• BlueSphere
• EQ Investors
• Grey Parrot Group
• Joslin Rhodes Pension & Retirement Planning
• Lathe and Co Wealth Advisers
• Lumin Wealth
• Morrison Wealth
• Permanent Wealth Partners

Best Adviser Website

• Britannic Place Financial Management
• Delauney Wealth
• F H Manning Financial Services
• Harold Stephens
• Lathe and Co Wealth Advisers
• Mearns & Company
• Mortgage Chain 
• Spentwell
• TFP Financial Planning
• Tweed Wealth Management

Best Client Engagement (Advisers)

• Berry & Oak
• Financial Management Bureau
• Joslin Rhodes Pension & Retirement Planning
• Kellands Chartered Financial Planners
• Longhurst
• Mearns & Company
• The Private Office
• Quilter Private Client Advisers
• Saltus 
• TFA Trusted Financial Advice 
• True Potential 

Champion of Advice Award

• Amyr Rocha Lima (Strategic Wealth Group)
• Andrew Day (Depledge Strategic Wealth Management)
• Carla Brown (Oakmere Wealth Management)
• Nicola Crosbie (Moran Wealth Management)
• Robert Boland (Cotswold Independent Financial Services)
• Sarah Elson (Berry & Oak)
• Setul Mehta (The Openwork Partnership)

Newcomer of the Year

• Alice Wilkinson (Financial Management Bureau)
• Callum Robinson (Foresight Wealth Strategists)
• Cameron McKay (Wealth Matters)
• Joanna Clarke (Progeny)
• Matthew Turner (Kingswood Group)
• Natasha Percy-Baxter (PercyBaxter Wealth Management)
• Sophie Lodge (Eight Wealth Management)
• Tom Barnes (Barnes Wealth Management)
• Wasim Mehmood (Kingswood Group)
• Will Carrick-Smith (Lathe and Co Wealth Advisers)

If you would like to join us on the night please contact Orhan via orhan.toprakci@incisivemedia.com or on +44 (0)207 484 9973.

Outstanding Contribution to the Advice Industry

• Adam Owen (NextGen Planners)
• Amyr Rocha Lima (Strategic Wealth Group)
• Andrew Day (Depledge Strategic Wealth Management)
• Chris Budd (Ovation Finance)
• Jane Gow (Clear Cut Financial Planning)
• Liam Wood (True Potential)
• Makala Green (Schroders Personal Wealth)
• Paul Archer (Kingswood Group)
• Scott Daniels (Plus Group)
• Stuart Phillips (The Private Office)

Young Achiever of the Year

• April Leeson (The Private Office)
• Callum Hamilton (Tweed Wealth Management)
• Jack Manser (Attivo)
• Jamie-Leigh Harper (Hanbury Wealth Management)
• Jay Dhaliwal (Chase de Vere)
• Jess McGuigan (Kingswood Group)
• Jessica Best (McLaren Capital)
• Josh Lenihan (Foresight Wealth Strategists)
• Katy Davies (Hanbury Wealth Management)
• Matthew Cole (The Private Office)
• Sarah Nesbitt (The Private Office)
• Tom Henshaw (Bowmore Financial Planning)

Administrator of the Year

• Amy Collins (Oakmere Wealth Management)
• Caroline Moy (BRI Wealth Management)
• Emma Rich (Progeny)
• Gracie Smith (TFA Trusted Financial Advice) 
• Greg Black (Succession Wealth)
• Jonathan Maskell (Plus Group)
• Laura Barber (Informed Financial Planning)
• Liz Reed (Fortitude Financial Planning)
• Maggie Tsvetanova (Informed Financial Planning)
• Sarah Wells (Kingswood Group)

Paraplanner of the Year

• Andy Turner (Kellands Chartered Financial Planners)
• Catherine Pappoe (GSI Wealth Management)
• Charlotte Jamieson (Clear Cut Financial Planning)
• Dean Poulson (Britannic Place Financial Management)
• James Adams (Redmayne Bentley)
• Jamie-Leigh Harper (Hanbury Wealth Management)
• Jo Wall (Joyful Wealth Ltd)
• Leanne Wilson (Mazars Financial Planning)
• Marc Shackman (HFMC Wealth)
• Richard Jennings (Lightside Financial Planning)
• Sahiba Kohli (clarity Ltd)
• Todd Haslewood (Margetts Wealth Management)

Best D&I Initiative

• Embark Group
• Morrison Wealth Wellbeing
• NextGen Planners and CISI
• Raymond James
• Succession Wealth
• 7IM

Best Retirement Initiative

• Aegon
• Argentis
• FE Investments
• Lathe and Co Wealth Advisers
• Longhurst
• Reeves Group
• The Right Retirement Package
• 7IM