2023 Winners and Highly Commended

Administrator of the Year

Sarah Wells (Kingswood Group)

Adviser Firm of the Year


Adviser Firm of the Year - London

Holden & Partners

Adviser Firm of the Year - Midlands & East Anglia

Lucas Fettes Financial Planning

Highly commended: HarperLees Financial Planning

Adviser Firm of the Year - North East


Highly commended: True Potential Wealth Management

Adviser Firm of the Year - North West


Adviser Firm of the Year - Scotland & Northern Ireland


Adviser Firm of the Year - South East

Expert Wealth Management

Adviser Firm of the Year - South West & Wales

The Aspire Partnership

Highly commended: Magenta Financial Planning

Best Adventurous Fund

BNY Mellon Multi-Asset Balanced Inst W Acc

Best Advice Network

Corbel Partners

Best Adviser Firm for ESG


Highly commended: Good Green Money

Best Adviser Firm for Vulnerable Client Care

RBC Brewin Dolphin

Best Adviser Marketing Initiative

Joslin Rhodes Pension & Retirement Planning

Best Adviser Website

Delauney Wealth

Best Balanced Fund

Rathbone Strategic Growth Portfolio S Acc GBP

Best Cautious Fund

Trojan O Acc

Best Client Engagement (Advisers)

Berry & Oak

Highly commended: Longhurst

Best Client Engagement (Providers)


Highly commended: Shaping Wealth

Best Discretionary Fund Manager

RBC Brewin Dolphin

Best D&I Initiative

Succession Wealth

Best ESG Solution for Advisers


Best Growing Income

BNY Mellon Multi-Asset Income Inst W Acc

Best High Income

Premier Miton Multi-Asset Monthly Income C Inc GBP

Best Model Portfolio Service


Highly commended: Tatton Investment Management

Best Platform for Advisers

Fidelity Adviser Solutions

Best Ratings/Research Service for Advisers

Square Mile Investment Consulting and Research

Best Responsible Fund

Liontrust Sustainable Future Managed Growth 2 Acc in GB

Best Retirement Initiative

7IM Longhurst

Best Risk Managed Range of Funds

L&G Multi-Index

Best Risk-Profiling Service for Advisers


Highly commended: EV

Best Support Service for Advisers

True Potential

Best Technology Provider

Dynamic Planner

Highly commended: Seccl

Champion of Advice Award

Sarah Elson (Berry & Oak)

Newcomer of the Year

Tom Barnes (Barnes Wealth Management)

Outstanding Contribution to the Advice Industry

Chris Budd (Ovation Finance)

Highly commended: Amyr Rocha Lima (Strategic Wealth Group)

Paraplanner of the Year

Catherine Pappoe (GSI Wealth Management)

Young Achiever of the Year

Jay Dhaliwal (Chase de Vere)