2023 Winners and Highly Commended
Administrator of the Year
Sarah Wells (Kingswood Group)
Adviser Firm of the Year
Becketts
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
Progeny
Highly commended: True Potential Wealth Management
Adviser Firm of the Year - North West
Becketts
Adviser Firm of the Year - Scotland & Northern Ireland
Waverton
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
Castlefield
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)
PortfolioMetrix
Highly commended: Shaping Wealth
Best Discretionary Fund Manager
RBC Brewin Dolphin
Best D&I Initiative
Succession Wealth
Best ESG Solution for Advisers
Morningstar
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
Schroders
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
PortfolioMetrix
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)