PA Awards 2022 Winners and Highly Commended

Adviser Firm of the Year - Scotland and NI

VWM Wealth - Winner


Adviser Firm of the Year - North East

Informed Financial Planning - Winner


Adviser Firm of the Year - North West

Kellands (Hale) - Winner


Adviser Firm of the Year - Midlands and East Anglia

BRI Wealth Management - Winner

Lucas Fettes Financial Planning – Highly Commended


Adviser Firm of the Year - South East

Expert Wealth Management - Winner

Aspect8 – Highly Commended

Austyn Smith Associates – Highly Commended


Adviser Firm of the Year - South West and Wales

Hartsfield Financial Services - Winner

Saltus Partners – Highly Commended


Adviser Firm of the Year - London

Timothy James & Partners - Winner

Holden & Partners – Highly Commended


Adviser Firm of the Year - UK

Expert Wealth Management - Winner


Paraplanner of the Year

Sasha Wakefield, We Paraplan - Winner

Rio Stedford, Heritage Financial Advisers - Highly Commended

Zoe Harbert, Lewis Brownlee Financial Services – Highly Commended


Best Adviser Firm for ESG

Holden & Partners - Winner

Better World Financial Planning – Highly Commended


Best Adviser FOTY for Vulnerable Client Care

Carpenter Box Financial Advisers - Winner

Clear Cut Financial Planning – Highly Commended

Wingate Financial Planning – Highly Commended


Best Ratings/Research Service for Advisers

Square Mile Investment Consulting and Research - Winner


Best Risk-Profiling Service for Advisers

EVPro - Winner

PortfolioMetrix – Highly Commended


Best Support Services for Advisers (generalist)

SimplyBiz (Fintel) - Winner

ThreeSixty – Highly Commended


Best Support Services for Advisers (specialist)

NextGen Planners - Winner

MoneyAlive – Highly Commended


Best Adviser Website

Lathe & Co Wealth Advisers - Winner


Best Marketing Initiative

The Protection Parent - Winner


Best Advice Network

Vision Independent Financial Planning - Winner


Best Client Engagement (Advisers)

Longhurst - Winner

Berry & Oak – Highly Commended


Best Client Engagement (Providers)

PortfolioMetrix - Winner


Best ESG Solution for Advisers

Liontrust - Winner

Tumelo – Highly Commended


Best Technology Provider

Time4Advice - Winner

Seccl – Highly Commended

True Potential – Highly Commended


Administrator of the Year

Maureen Joyce - Winner


Best Discretionary Fund Manager

PortfolioMetrix - Winner


Best Model Portfolio Service

Schroders - Winner


Best Platform for Advisers (above £25bn AUA)

Transact - Winner

Fidelity Adviser Solutions – Highly Commended


Best Platform for Advisers (under £25bn AUA)

7IM Platform - Winner


Best Platform for Discretionary Management

Praemium - Winner

abrdn Wrap – Highly Commended


Rising Star of the Year (adviser)

Katherine Pautard, Wealth Matters - Winner

Ryan Wright, Attivo – Highly Commended


Best Multi-Asset Fund: Cautious

Vanguard LifeStrategy 40% Equity - Winner


Best Multi-Asset Fund: Balanced

Waverton Multi-Asset Income - Winner


Best Multi-Asset Fund: Adventurous

Baillie Gifford Managed - Winner


Best Multi-Asset Fund: Sustainable

Royal London Sustainable Diversified Trust - Winner


Best Multi-Asset Fund: Growing Income

Rathbone Strategic Income Portfolio - Winner


Best Multi-Asset Fund: High Income

Aegon Diversified Monthly Income - Winner


Best Multi-Asset Fund: Risk Managed

Rathbone Multi Asset Portfolios - Winner

Liontrust Sustainable Future – Highly Commended


Multi-Asset Group of the Year

Rathbones - Winner


Best Financial Advisers to Work For Winners

Albert Goodman Financial Planning Limited

Attivo Group

Balance: Wealth Planning

Black Swan Financial Planning

Boolers

Buckingham Gate Chartered Financial Planners

Castlefield Partners Limited

Elevation Wealth Management Limited

Financial Management Bureau

Fiscal Engineers Ltd

Heron House Financial Management Ltd

Informed Financial Planning

Niche

NLP Financial Management Limited

Phil Anderson Financial Services Ltd.

Saltus Financial Planning

True Bearing Chartered Financial Planners

Vision Independent Financial Planning Ltd

Waverton

Wealth Wills & Trusts Wealth Management