Adviser Firm of the Year Shortlist
Adviser Firm of the Year – East of England
Beacon Wealth Management
David James Wealth
Henson Crisp Ltd
Kingsfleet
Matthew Douglas Limited
Rebus Financial Services Ltd
Smith and Wardle Financial Consultants LLP
Sweeny Wealth Management Ltd
TFP Financial Planning Ltd
Adviser Firm of the Year – London
Compound Wealth Planning
Emery Little Wealth Management
Finura
FSWM
Holden & Partners
Monenti Partners
Personal Finance Movement
Pinnacle Wealth Management
The Penny Group
Timothy James & Partners
Adviser Firm of the Year – Midlands
Bespoke-Advice Limited
BRI Wealth Management
Britannic Place Financial Management Limited
Furnley House
Henwood Court Financial Planning Ltd
IronMarket Wealth
Jane Newman Financial Planning Ltd
Optimum Path Financial Planning
Rowley Turton (IFA) LTD
Velocity Financial Planning
Adviser Firm of the Year – North East
Berry & Oak
Eldon Financial Planning
Lazenby's Financial Service
PenLife Associates Limited
Robertson Baxter
Adviser Firm of the Year – North West
Becketts
Depledge Strategic Wealth Management
Frenkel Topping Limited
Hartey Wealth Management Ltd
Kellands Chartered Financial Planners
Lightside Financial Planning
MHW
Storeton Rose Financial Planning
Sylvan Financial Management
Adviser Firm of the Year – Scotland & Northern Ireland
AC Wealth (Aberdeen Considine Wealth Ltd)
Intelligent Pensions
Mearns & Company
Navigate IFA Ltd
Raven
Tweed Wealth Management
Adviser Firm of the Year – South East
Asquith Financial Services
Barwells Wealth
bdhSterling
Citrus Financial Management Ltd
Flying Colours Advice Limited
Future Proof Insurance
GSI Wealth Management
Kubera Wealth Limited
Mathews Comfort Financial Services Ltd
MLP Wealth Management Ltd
Adviser Firm of the Year – South West
Francis Clark Financial Planning Ltd
Frazer James
Hartsfield Financial Services
Integrity365
LSG Financial
Montgomery Charles Wealth Management Ltd
Ocaris Wealth Management Ltd
Strategic Solutions Financial Services
Southby and Co. Financial Planning Ltd
The Aspire Partnership LLP
Adviser Firm of the Year – Wales
Celtic Financial Planning Ltd
Financial Life Planning Ltd
HCI Chartered Financial Planners
Hill & Co Financial Advisers Ltd
Magenta Financial Planning
Adviser Firm of the Year – Large
Continuum (Financial Services) LLP
Fidelius
Foster Denovo
Quilter Financial Advisers
The Private Office
Westminster Wealth Management LLP
Wren Sterling
Adviser Categories Shortlist
Administrator of the Year
Annie Aston, Strategic Solutions Financial Services
Chris Emerson, Better Financial Planning
Claire Hobbs, Kubera Wealth
Eleanor Chappell, The Private Office
Jez Horgan, Chris Bibb IFA
Joanne Barber, GSI Wealth Management
Joely Barnes, The Private Office
Lauren Stone, Mathews Comfort Financial Services
Mandy Whitburn, Magenta Financial Planning
Tracey Grant, Kubera Wealth
Yasmin Mese, Cooper Parry Wealth
Best Advice Network
Benchmark
Corbel Partners
Quilter Financial Planning
Stonebridge
ValidPath
Vision Independent Financial Planning Ltd
Best Adviser Firm for Client Care
Brooks Adroit
Frenkel Topping Limited
Kubera Wealth
MoneyQuest
Personal Finance Movement -
Quilter Cheviot
Schroders Personal Wealth
St. James's Place
The Private Office
True Financial Design Ltd
Best Adviser Firm for ESG
Castlefield
Celtic Financial Planning Ltd
Quilter Cheviot -
Wholesome Financial Planning Limited -
Yellow Brick Mortgages
Best Adviser Website
Astute Private Wealth
Fidelius
Financial Life Planning Ltd
Flying Colours Advice
Headsup Wealth
Hoxton Wealth
Kubera Wealth Limited
Lathe & Co Wealth Advisers
Mathews Comfort Financial Services Ltd
The Orchard Practice
True Financial Design
Wholesome Financial Planning Limited
Best Client Engagement (Adviser)
Berry & Oak
Compound Wealth Planning
Fisher Investments UK
Francis Clark Financial Planning
Goodmans Financial Planning Ltd
GSI Wealth Management
MKC Wealth
PenLife Associates Limited
Spentwell
St. James's Place
Westminster Wealth Management LLP
Wholesome Financial Planning Limited
Champion of Advice Award
Abigail Banks, The Private Office
Robert Boland, Cotswold Independent Financial Services
Chris Bourne, Morenti Wealth Partners
David Braithwaite, Citrus Financial Management
Andrew Day, Depledge Strategic Wealth Management
Jay Dhaliwal, Chase de Vere
Adam Johnson, New Forest Wealth Management
Eamonn Prendergast, Palantir Financial Planning
Hayley Rabbets, for work at The Verve Foundation
Frankie Smith, FSWM
Kirsty Stone, The Private Office
Wes Wilkes, IronMarket Wealth
Newcomer Adviser of the Year
Henry Anderson, Parallel Wealth Management
Jamie Barker, Mattioli Woods
Zavio D'Ercole, Hoxton Wealth
Bobby Spalding, Trinity Lifetime Partners
Marnel Stafford, Foster Denovo
Dave Tomlinson, Eight Financial Advice
Nicola Turner, Nicola Turner Financial Planning
Outstanding Contribution to the Advice Industry
Amanda Cassidy, Quilter Financial Advisers
Andrew Day, Depledge Strategic Wealth Management
Brian Dennehy, Dennehy Wealth
Mark Holt, Frenkel Topping Group
Rory Maguire, Fundhouse
Loretta Mooney, Kellands Chartered Financial Planners
Keith Richards, Consumer Duty Alliance
Ian Riggs, Eight Financial Advice
Jenni Turco, Positive Wealth Creation
Paraplanner of the Year
Rajvinder Bharj, Lazenby's Financial Services
Katie Burgess, Crowe Financial Planning UK
Emona Demireva, Phoenix Wealth Management
Walter Dio, Trinity Lifetime Partners
George Elliott, Quilter Cheviot
Marlena Eltringham, BRI Wealth Management
Natasha Fenwick, Eldon Financial Planning
Rajveet Kaur Kang, Chase de Vere
Kyle Kennedy, TrinityBridge
Rachael Martin, Strategic Solutions Financial Services
Alison Neale, Principle - Paraplanning
Kirsty Wake, Crowe Financial Planning UK
Young Achiever of the Year
Curtis Anderson, MHW
Lawrence Bearman, Westminster Wealth Management
Elliot Clayton Le Sueur, Compound Wealth Planning
Georgia Gébler, Attivo
Cavan Halley, Parallel Wealth Management
Charlotte Knight, Kellands Chartered Financial Planners
Phoebe Lane, Bespoke – Advice Limited
Emily Newman, Jane Newman Financial Planning
Ciara Octigan, Aviva Financial Advice part of Succession Wealth
Ella Patel, Fidelius
Bronwyn Pettitt, AAG Wealth Management
Grace Whalley, The Private Office
Provider Categories Shortlist
Best Bespoke MPS Provider
8AM Global Limited
AJ Bell Investments
Bordier UK
Copia Capital
LGT Wealth Management
P1 Investment Services
PortfolioMetrix
Titan Square Mile Investment Services
Best Client Engagement (Provider)
Aegon
Aviva Platform
Fidelity Adviser Solutions
Melo Advisory Services Limited
PortfolioMetrix
Timeline
True Potential
Best D&I Initiative
Aegon UK
Dynamic Planner
SENDA
SM Advice
Vision Independent Financial Planning Ltd
Best Discretionary Fund Manager
AJ Bell Investments
Bordier UK
ebi
Fundhouse
IBOSS Asset Management
Parmenion
PortfolioMetrix
Quilter Cheviot
RBC Brewin Dolphin
Sparrows Capital
Best ESG Solution for Advisers
Atomos Investments Limited -
ebi
Elston
L&G
Parmenion
Quilter
Quilter Cheviot
Royal London Asset Management
Best MPS Provider
AJ Bell Investments
ebi
Fundhouse
Hymans Robertson Investment Services
L&G
Marlborough
PortfolioMetrix
Quilter
Schroder Investment Solutions
Tatton Investment Management Ltd
Timeline
Best Platform for Advisers
AJ Bell Investcentre
Aviva Platform
Fidelity Adviser Solutions
Morningstar Wealth
P1 Investment Services
Parmenion
Quilter
Scottish Widows
Transact
Best Research & Ratings Provider for Advisers
Defaqto
Etcho
FundCalibre
Scopic Research Limited
Titan Square Mile Investment Consulting and Research
Best Retirement Initiative
Aegon UK
BNY Investments
Fidelity Adviser Solutions
Fidelius
Hymans Robertson Investment Services
Just Group
Quilter
Best Specialist Support Service
Adeptli
Emotional Finance
ESG Accord Ltd
Jencap Partners Ltd
Medi2data
Melo Advisory Services Limited
Pathfinders
Philanthropy Impact
Raise Your EI
The Yardstick Agency
Best Specialist Technology Service
Analyser from the lang cat
Aveni
Financial Software Ltd
Firenze Group Ltd
GrowthInvest
Model Office-MO®
Morningstar Wealth
Multiply
PlannerPal
Seccl
Sprint Enterprise Technology
threesixty services
Best Support Service for Advisers
Aberdeen
B-Compliant
Compliance and Training Solutions Ltd
Principle Paraplanning Ltd
Quilter
Re:Source Paraplanning
Simplybiz
The Financial Planning Club
threesixty services
Best Technology Provider
Dynamic Planner
EV
intelliflo
Iress
Model Office-MO®
Plannr Technologies Limited
Timeline
True Potential