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