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