2025 Individual Winners

Administrator of the Year

Sasha Shaw, Aviva Financial Advice

Paraplanner of the Year

Christina MacSween, Chase de Vere

Highly commended: David Hutchinson, Partners Wealth Management

Newcomer of the Year

Kris Hudson, Swann Financial

Highly commended: Ben Hughes, Doxford Financial

Young Achiever of the Year

Jonny Stewart, Wealth Wizards

Highly commended: Barney Sears, BRI Wealth Management

Champion of Advice Award

Amyr Rocha Lima, Strategic Wealth Partners

Highly commended: Catriona Smith, Chase de Vere IFA

Outstanding Contribution to the Advice Industry

Suzi Lane, Bespoke Advice

2025 Advice Firm Winners

Best Advice Network

ValidPath

Best Adviser Firm for ESG

EQ Investors

Highly commended: Kingsfleet

Best Adviser Firm for Vulnerable Client Care

Financial Management Bureau

Best Client Engagement (Adviser)

The Private Office

Highly commended: Balance: Wealth Planning

Best Adviser Website

Magenta Financial Planning

Adviser Firm of the Year – London

The Penny Group

Highly commended: MASECO Private Wealth

Adviser Firm of the Year – South West & Wales

Strategic Solutions Financial Services

Highly commended: Ovation Finance

Adviser Firm of the Year – South East

Wingate Financial Planning

Adviser Firm of the Year – North East

Berry & Oak

Adviser Firm of the Year – North West

Becketts

Adviser Firm of the Year – Scotland & NI

VWM Wealth

Adviser Firm of the Year – Midlands & East Anglia

TFP Financial Planning

Adviser Firm of the Year

Strategic Solutions Financial Services

2025 Provider Winners

Best Retirement Initiative

Royal London

Best Technology Provider

True Potential

Best ESG Solution for Advisers

Square Mile Investment Consulting and Research

Best Consumer Duty Initiative

Model Office-MO

Best Platform for Advisers

Aviva Platform

Best Model Portfolio Service

Timeline

Best Client Engagement (Provider)

True Potential Investments

Best D&I Initiative

The Verve Foundation for We are Change

Highly commended: Quilter for I&D Action Plan

Best Specialist Technology Service

Aveni

Best Support Service for Advisers

My Care Consultant

Highly commended: The Financial Planning Club

Best Discretionary Fund Manager

PortfolioMetrix

Best MPS Provider

Quilter

2025 Multi-Asset Winners

Best Adventurous Fund

BNY Mellon Multi-Asset Balanced

Best Balanced Fund

Waverton Multi-Asset Income

Best Cautious Fund

Trojan

Best Growing Income

BNY Mellon Multi-Asset Income

Best High Income

Artemis Monthly Distribution

Best Sustainable Fund

Royal London Sustainable World Trust

Best Risk Targeted Range of Funds

abrdn MyFolio Index

2025 Best Financial Advisers to Work For

In alphabetical order:

Attivo

Balance: Wealth Planning

BRI Wealth Management

Castlefield Investment  Partners

Cavendish Ware

Connor Broadley

Crowe Financial Planning UK

Depledge Strategic Wealth Management

Financial Management Bureau

Finura

GSI Wealth Management

Hartsfield Financial Services

HFMC Wealth

Matthew Douglas

MKC Wealth

Montgomery Charles Wealth Management

Pareto Financial Planning

Radcliffe & Co

The Aspire Partnership

Thomson Tyndall