2021 Professional Adviser Awards Finalists
Adviser Firm of the Year - North East & Scotland
- Berry & Oak
- Cornerstone Asset Management
- Fairstone Group
- Informed Financial Planning
- Lowes Financial Management
- True Potential Wealth Management
- Verus Financial Planning
Adviser Firm of the Year - North West
- Becketts FS
- Depledge Strategic Wealth Management
- Financial Management Bureau
- Foresight Wealth Strategists
- LIFT-Financial
- Oakmere Wealth Management
- Springfield Financial Services
Adviser Firm of the Year - South East
- Ascot Wealth Management
- Austyn Smith Associates Limited
- Forrester-Hyde
- Lumin Wealth
- Punter Southall Wealth
- Roberts Clifford Wealth Management
Adviser Firm of the Year - London
- Advanta Wealth
- Evolution Financial Services
- Foster Denovo
- Holden & Partners
- NLP Financial Management
- Strabens Hall
- Trinity Lifetime Partners
- Timothy James & Partners
Adviser Firm of the Year - Midlands & East Anglia
- Gibbs Denley Financial Services
- Kingsfleet Wealth
- Longbon & Company
- Lucas Fettes Financial Planning
- Montage Wealth Management
- Redbourne Wealth Management
- Rowley Turton
Adviser Firm of the Year - South West
- Attivo Financial Planning
- Britannic Place Financial Management
- Continuum (Financial Services)
- Frazer James
- Hartsfield Financial Services
- Nexus IFA
Best Adviser Website
- Barnaby Cecil
- FMB
- Longhurst
- Montage Wealth
- Murphy Wealth
- Niche
- Smith and Wardle
- The Fry Group
- Themis
- Truly Independent
Best Platform for Advisers (AUA over £25bn)
- AJ Bell Investcentre
- Fidelity Fundsnetwork
- James Hay
- Old Mutual Wealth
- Standard Life Wrap
- Transact
Best Platform for Advisers (AUA below £25bn)
- Advance by Embark
- GrowthInvest
- Novia Financial
- Parmenion
- Praemium
- The True Potential Platform
Best Platform for Discretionary Management
- Praemium
- Standard Life Wrap
- The True Potential Platform
- Transact Online
Best Ratings/ Research Service for Advisers
- Defaqto
- FE Fundinfo
- Fundhouse
- MICAP
- Morningstar
- Square Mile Investment Consulting and Research
Best Discretionary Fund Manager
- Brewin Dolphin
- City Asset Management
- James Hambro & Partners
- Morningstar Investment Management Europe
- PK Wealth
- Psigma Investment Management
- Quilter Cheviot
- Rathbones
- Vermeer Partners
Best ESG Solution for Advisers
- EQ Investors
- FE Investment
- Liontrust
- Morningstar Investment Management Europe
- Pictet Asset Management
- PortfolioMetrix
- Psigma Investment Management
- Rowan Dartington
- Royal London Asset Management
- Tribe Impact Capital
Best Model Portfolio Service
- Beaufort Investment
- Chetwood Investment Management
- Fairstone Group
- FE Investments
- Fusion Wealth
- Pacific Asset Management
- Parmenion
- PortfolioMetrix
- True Potential Investments
- Waverton Investment Management
Best Multi-Asset Group/Fund for ESG
- Aviva Investors
- Castlefield Partners
- ESG Portfolio Management
- Legal & General Investment Management
- Quilter Cheviot
- Royal London Asset Management
-
Tavistock Wealth
Paraplanner of the Year
- Caroline Stuart
- Catherine Lake
- Dean Poulson
- Emma Walker
- Heloise Houiller-Cope
- Katie Read
- Lindsay John
- Mark Brown
- Simon Moriarty
- Sophie McIntyre
Best Adviser Firm for Vulnerable Client Care
- Broadway Financial Planning
- Cura Financial Services
- Equilibrium Financial Planning
- Key
- Lester Brunt Wealth Management
- Lonsdale Services
- Matrix Capital
- Oakmere Wealth Management
- True Potential Wealth Management
Best Advice Network
- Beaufort Financial
- Best Practice
- Tenet Network Services
- The Openwork Partnership
- Truly Independent
- ValidPath
Best Adviser Firm for ESG
- Celtic Financial Planning
- Cornerstone Asset Management
- EQ Investors
- Evolution Financial Services
- Heron House Financial Management
- Holden & Partners
- Niche Ethical
- Paradigm Norton
- VWM
Tax-Efficient Adviser Firm of the Year
- bdhSterling
- Berry & Oak
- Buckingham Gate Financial Services
- MASECO Private Wealth
- Redbourne Wealth Management
- WIS Contractor Mortgages
Best Client Engagement (Advisers)
- Austyn Smith Associates
- Becketts FS
- Berry & Oak
- Boolers
- Hayden Kilkelly IFA
- Longhurst
- Murphy Wealth
- Nexus IFA
- Oakmere Wealth Management
- Redbourne Wealth Management
Best Client Engagement (Providers)
- Fundhouse
- James Hambro & Partners
- PortfolioMetrix
- Praemium
- Psigma Investment Management
- Reeves Independent
- Standard Life
- True Potential Investments
- UnderwriteMe
Best Risk-Profiling Service for Advisers
- Be-IQ
- FinaMetrica
- Oxford Risk
- PortfolioMetrix
Best Support Services for Advisers (Generalist)
- Bankhall
- B-Compliant
- Compliance and Training Solutions (CATS)
- FSTP
- Tenet Compliance Services
- The SimplyBiz Group
- The Verve Group
- Threesixty services
- True Potential Adviser Services
-
Truly Independent
Best Support Services for Advisers (Specialist)
- Apricity Compliance
- CashCalc
- Intuitive Support Services
- Fundhouse
- My Care Consultant
- NextGen Planners
- The Timebank
- The Yardstick Agency
- Timeline
Best Technology Provider
- CashCalc
- FE Fundinfo
- Intelliflo
- MICAP
- Money Alive
- Oxford Risk
- Parmenion
- PortfolioMetrix
- Timeline
- UnderwriteMe
Best Multi-Asset Fund: Rising Income
- BNY Mellon Multi-Asset Income
- HSBC World Selection Dividend Distribution Portfolio
- Premier Miton Cautious Monthly Income
- UBS Multi Asset Income
Best Multi-Asset Fund: High Income
- Invesco Distribution (UK)
- Invesco Monthly Income Plus (UK)
- M&G UK Income Distribution
-
Premier Miton Multi-Asset Distribution
Best Multi-Asset Fund: Long Term Growth
- Baillie Gifford Managed
- Liontrust Sustainable Future Managed
- Royal London Sustainable Diversified Trust
- Royal London Sustainable World Trust
Best Multi-Asset Fund: Volatility Managed
- ASI MyFolio Market I
- Aviva Inv Multi-Asset Plus I
- Cornelian Asset Managers SVS Cornelian Growth
- L&G Multi-Index 3
- Liontrust MA Passive Intermediate
TO DISCUSS THE FINALIST PACKAGE AND ANY FURTHER OPPORTUNITIES PLEASE CLICK HERE OR CONTACT US:
Bobby Naipaul - E: bobby.naipaul@incisivemedia.com
Orhan Toprakci - E: orhan.toprakci@incisivemedia.com