2024 Winners and Highly Commended

Administrator of the Year

Amy Collins, Oakmere Wealth Management

Adviser Firm of the Year — UK

Berry & Oak

Adviser Firm of the Year — London

Timothy James & Partners

Highly commended: Holden & Partners

Adviser Firm of the Year — Midlands & East Anglia

Kingsfleet

Adviser Firm of the Year — North East

Berry & Oak

Adviser Firm of the Year — North West

Becketts

Highly commended: Sylvan Financial Management

Adviser Firm of the Year — Scotland & Northern Ireland

Tweed Wealth Management

Adviser Firm of the Year — South East

Austyn Smith Associates

Adviser Firm of the Year — South West & Wales

Continuum

Best Adventurous Fund

BNY Mellon Multi-Asset Balanced Inst W Acc

Best Advice Network

Benchmark

Best Adviser Firm for ESG

Castlefield

Best Adviser Firm for Vulnerable Client Care

Asquith Financial Services

Best Adviser Marketing Initiative

First Wealth (London)

Best Adviser Website

Balance: Wealth Planning

Best Balanced Fund

VT AJ Bell Balanced I Acc

Best Cautious Fund

Schroder MM Diversity Z Acc

Best Client Engagement (Advisers)

Berry & Oak

Best Client Engagement (Providers)

PortfolioMetrix

Best Consumer Duty Initiative (Advisers)

Benchmark

Best Consumer Duty Initiative (Providers)

Quilter

Best Discretionary Fund Manager

IBOSS Asset Management

Best D&I Initiative

Raymond James

Highly commended: The Verve Foundation

Best ESG Solution for Advisers

Quilter

Best Growing Income Fund

Invesco Distribution (UK) Z Acc

Best High Income Fund

WS Canlife Diversified Monthly Income C Dis

Best Model Portfolio Service

Ebi

Best Platform for Advisers

Transact

Best Responsible Fund

Royal London Sustainable World Trust C Acc TR in GB

Best Retirement Initiative

Depledge Strategic Wealth Management

Best Risk-Managed Range of Funds

CT Universal Multi Asset Portfolios

Best Support Service for Advisers

Threesixty

Best Technology Provider

Model Office

Highly commended: Defaqto

Champion of Advice Award

Carla Brown, Oakmere Wealth Management

Newcomer of the Year

Estella Peto, The Private Office

Outstanding Contribution to the Advice Industry

Stuart Phillips, The Private Office

Paraplanner of the Year

Melanie Preston, Flying Colours Advice

Highly commended: Alison Neale, Principle Paraplanning

Young Achiever of the Year

Emmelia Powell, Premier Wealth Solutions