PA Awards 2022 Finalists


Adviser Firm of the Year - Scotland and NI

Legacy Wealth Management
Melville Independent
Modulus Financial Planning
Poise Financial Planning
Verus Financial Planning
VWM Wealth
Waverton Wealth



Adviser Firm of the Year - North East

Berry & Oak
Fairstone
Informed Financial Planning
Lowes Financial Management
My Pension Expert
Progeny



Adviser Firm of the Year - North West

Becketts Financial Services
Depledge Strategic Wealth Management
Financial Management Bureau
Foresight Wealth Strategists
Kellands (Hale)
LIFT-Financial
Oakmere Wealth Management
Pareto Financial Planning
Springfield Financial Services
True Bearing Chartered Financial Planners



Adviser Firm of the Year - Midlands and East Anglia

BRI Wealth Management
Fiducia Comprehensive Financial Planning
Fiducia Wealth Management
First Service Financial
Fiscal Engineers
Kingsfleet Wealth
Longbon & Company
Lucas Fettes Financial Planning
OCM Wealth Management
Rowley Turton



Adviser Firm of the Year - South East

Ascot Wealth Management
Aspect8
Austyn Smith Associates
Carpenter Box Financial Advisers
Expert Wealth Management
HarperLees Financial Planning
New Forest Wealth Management
Wingate Financial Planning


Adviser Firm of the Year - South West and Wales

Britannic Place Financial Management
Continuum (Financial Services)
Frazer James
Hartsfield Financial Services
Magenta Financial Planning
Old Mill Financial Planning
Ovation Finance
Saltus Partners
Strategic Solutions Chartered Financial Planners


Adviser Firm of the Year - London
Advanta Wealth
EQ Investors
Finura
Holden & Partners
Lathe & Co Wealth Advisers
NLP Financial Management
Oasis Accountants
Timothy James & Partners
Trinity Lifetime Partners


Paraplanner of the Year

Ela Harbison, Legacy Wealth Management
Jenny Woods, Wills & Trusts Wealth Management
Rachel Whittaker Oakmere Wealth Management
Rebecca Birse, Ridland Wealth Management
Rio Stedford, Heritage Financial Advisers
Sasha Wakefield, We Paraplan
Simon Moriarty, Hartsfield Financial Services
Walter Dio, Trinity Lifetime
Zoe Brett, EQ Investors
Zoe Harbert, Lewis Brownlee Financial Services



Best Adviser Firm for ESG

Better World Financial Planning
BlueSphere
EQ Investors
Equilibrium Financial Planning
Foster Denovo
Holden & Partners
Murdoch Asset Management
Partners Wealth Management
Piercefield Oliver
Wingate Financial Planning


Best Adviser FOTY for Vulnerable Client Care

Brewin Dolphin
Carpenter Box Financial Advisers
Clear Cut Financial Planning
Continuum
New Forest Wealth Management
Oakmere Wealth Management
Ovation Finance
The Orchard Practice
True Financial Design
Wingate Financial Planning


Best Ratings/Research Service for Advisers

Defaqto
EV
FE Investments
FundCalibre
Fundhouse
MICAP
MJ Hudson
Morningstar
Square Mile Investment Consulting and Research


Best Risk-Profiling Service for Advisers

EnlightenESG
EVPro
Morningstar
Oxford Risk
PortfolioMetrix



Best Support Service for Advisers (generalist)

B-Compliant
Bankhall
Benchmark Capital
CATS
Quilter
SimplyBiz (Fintel)
Tenet Compliance Services
We Paraplan
ThreeSixty
Transact


Best Support Services for Advisers (specialist)

CashCalc
Lockie Consultants
MoneyAlive
NextGen Planners
Technical Connection
Truth Software
The Timebank
The Yardstick Agency


Best Adviser Website

Better World Financial Planning
Lathe & Co Wealth Advisers
Lewis Brownlee Financial Services
Longhurst
MGT Financial Planning
Morrinson Wealth
Robertson Baxter
The Orchard Practice
Wingate Financial Planning
Woburn Street Financial Planning


Best Marketing Initiative

Mortgage Chain
Wills & Trusts Wealth Management
Legacy Wealth Management
Bluesky Chartered Financial Planners
Face to Face Finance (Anglia)
The Protection Parent
True Financial Design
True Potential
Lewis Brownlee Financial Services
Charles Stanley


Best Advice Network

Best Practice
New Leaf Distribution
Vision Independent Financial Planning
Tenet Group
Beaufort Financial


Best Client Engagement (Advisers)

Becketts Financial Services
Willow Brook Lifestyle Financial Planning
Longhurst
Old Mill Financial Planning
Face to Face Finance (Anglia)
True Potential
Kellands (Hale)
Berry & Oak
Ovation Finance


Best Client Engagement (Providers)

PortfolioMetrix
Pacific Asset Management
AdviceBridge
7IM
Embark Group
Oasis Accountants
Aegon UK



Best ESG Solution for Advisers

EQ Investors
Liontrust
P1 Investment Management
PortfolioMetrix
Royal London Asset Management
Square Mile Investment Services
Tribe Impact Capital
Tumelo
VitalityInvest
Whitechurch Securities


Best Technology Provider

EV
Time4Advice
AdviceBridge
Model Office
Seccl
Dynamic Planner
Defaqto
intelliflo
True Potential
CashCalc


Administrator of the Year

Amy Collins
Jaylan Veseli
Hayley Patterson
Tracy Allan
Lizzie Jones
Maureen Joyce
Mary Ensbury
Ryan Connolly


Best Discretionary Fund Manager

Betafolio
Bordier UK
Brewin Dolphin
EFG Harris Allday
JM Finn
OCM Asset Management
PortfolioMetrix
YOU Asset Management


Best Model Portfolio Service

City Asset Management
Elston Portfolio Management
FE Investments
P1 Investment Management
PortfolioMetrix
Quilter
Schroders
Tatton Investment Management
YOU Asset Management


Best Platform for Advisers (above £25bn AUA)

abrdn Wrap
Aegon Retirement Choices
Fidelity Adviser Solutions
Quilter
Transact


Best Platform for Advisers (under £25bn AUA)

7IM Platform
GrowthInvest
Novia Financial
Nucleus
Praemium
The P1 Platform
True Potential Platform


Best Platform for Discretionary management
abrdn Wrap
Fidelity Adviser Solutions
Praemium
Quilter
Transact


Rising Star of the Year (adviser)

Ben Lancaster, Depledge Strategic Wealth Management
David Tredgett, Chase de Vere
Eamonn Prendergast, Palantir Financial Planning
Luke Norman, Progeny
Harry Sims, Fairstone
Lottie Kent, Truly Financial Design
Melanie Dolphin, Hartsfield Financial Services
Jay Dhaliwal, Chase de Vere
Ryan Wright, Attivo
Karla Edwards, The Protection Parent
Katherine Pautard, Wealth Matters
Liam Wood, Oculus Wealth Management
Louis Goacher Louis at Complete Financial Planning
Adam Thompson, Partners Wealth Management


Best Multi-Asset Fund: Cautious


Vanguard LifeStrategy 40% Equity
Sarasin Multi Asset Strategic 
Fidelity Multi Asset Allocator Strategic
Threadneedle Global Multi Asset Income 
Jupiter Merlin Conservative Portfolio
Premier Miton Defensive Multi Asset


Best Multi-Asset Fund: Balanced

Waverton Multi-Asset Income
Premier Miton Diversified Growth
Capital Group Global Allocation Fund
Carmignac Portfolio Patrimoine
Vanguard LifeStrategy 60% Equity


Best Multi-Asset Fund: Adventurous

Baillie Gifford Managed
LF Waverton Portfolio
Margetts MGTS Sentinel Growth
BNY Mellon Multi-Asset Global Balanced
BlackRock Balanced Growth Portfolio
Threadneedle Managed Equity


Best Multi-Asset Fund: Sustainable


Royal London Sustainable Diversified Trust 
Janus Henderson Global Responsible Managed
Liontrust Sustainable Future Cautious Managed
HSBC Global Sustainable Multi-Asset Balanced Portfolio
7IM Sustainable Balance
Aegon Ethical Cautious Managed


Best Multi-Asset Fund: Growing Income


Premier Miton Cautious Monthly Income
Rathbone Strategic Income Portfolio
Close Diversified Income Portfolio
L&G Multi-Index Income 6
BNY Mellon Multi-Asset Income
Invesco Distribution


Best Multi-Asset Fund: High Income


MI Charles Stanley Monthly High Income
Aegon Diversified Monthly Income
VT Momentum Diversified Income
Premier Miton Multi-Asset Monthly Income
UBS Multi Asset Income
Schroder Monthly Income


Best Multi-Asset Fund: Risk Managed


HSBC Global Strategy Portfolios
Rathbone Multi Asset Portfolios
Liontrust Sustainable Future
BMO Universal MAP
Barclays Wealth Global Markets
L&G Multi-Index


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