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Organizer | Incisive Media |
Submission deadline |
20 Sep 2019 5:00pm BST
(about 5 years ago)
In your time zone: Sep 20 12pm EDT |
Date Awarded |
6 Feb 2020 5:00pm GMT
(almost 5 years ago)
In your time zone: Feb 6 12pm EST |
Region | EMEA |
Professional Adviser is once more issuing the call for advisory businesses the length and breadth of the UK to showcase their knowledge, skills and commitment to client care by entering our 2020 Awards.
If you believe your business boasts an outstanding, client-focused and repeatable advice process, then please do make sure the company is in with a chance of being named Adviser Firm of the Year for your region - with one winner ultimately to be crowned the overall ‘Adviser Firm of the Year'.
Now proudly in their 15th year, the awards will also recognise the best in multi-asset investing, platform provision, adviser support and client engagement, as well as crowning our Paraplanner of the Year and Adviser Personality of the Year.
And, in recognition of the increasingly important role technology has to play in financial advice, Professional Adviser has added two new technology-based awards to the list of honours, details of which can be found below.
In total, more than 200 advisers, firms and providers were under consideration for the 2019 Professional Adviser Awards, which seek to reward excellence within both the financial advice community and among the broader financial services sector.
Award Categories:
• Best Multi-Asset Fund: High Income
• Best Multi-Asset Fund: Long-Term Growth
• Best Multi-Asset Fund: Positive Return
• Best Multi-Asset Fund: Pragmatic
• Best Multi-Asset Fund: Rising Income
• Best Multi-Asset Fund: Volatility Target
• Best Multi-Asset Group
• Best Model Portfolio Service
• Best Discretionary Fund Manager
• Best Risk-Profiling Service for Advisers
• Best Ratings/Research Service for Advisers
• Best Platform for Advisers
• Best Platform for Discretionary Management
• Best Technology Provider (Practice Management)
• Best Technology Provider (Planning)
• Best Adviser Adoption of Technology
• Best Support Services for Advisers
• Best Network
• Best Adviser Website
• Best Client Engagement (Advisers)
• Best Client Engagement (Providers)
• Tax-Efficient Adviser of the Year
• Paraplanner of the Year
• Best Financial Adviser to Work for
• Adviser Personality of the Year
• Adviser Firm of the Year (UK)
2019 Past Winners
Adviser Firm of the Year - London:
• Foster Denovo
Adviser Firm of the Year - Midlands & East Anglia:
• Montage Wealth Management
Adviser Firm of the Year - North East:
• Berry & Oak
Adviser Firm of the Year - North West:
• Foresight Wealth Strategists
Adviser Firm of the Year - Wales:
• Magenta Financial Planning
Adviser Firm of the Year - South West:
• Old Mill Financial Planning
Adviser Firm of the Year - South East:
• Ascot Wealth Management
Adviser Firm of the Year - Scotland & NI:
• Cornerstone Asset Management
Adviser Firm of the Year (UK):
• Montage Wealth Management
Best Financial Advisers to Work for 2019:
• Kymin Financial Services
• Financial Management Bureau
• Cooper Parry Wealth
• Fiscal Engineers
• Active Chartered Financial Planners
• Niche IFA
• Wills & Trusts Chartered Financial Planners
• Sandringham Financial Partners
• Informed Financial Planning
• Quilter Private Client Advisers
• HFMC Wealth
• NLP Financial Management
• Joslin Rhodes Lifestyle Financial Planning
• Albert Goodman Financial Planning
Paraplanner of the Year:
• Grant Callaghan - Para-Sols
Best Network:
• Tenet Group
Best Support Services for Advisers:
• SimplyBiz Group
Best Technology Provider:
• CashCalc
Best Platform for Advisers (AUA over £20bn):
• Transact
Best Platform for Advisers (AUA under £20bn):
• Parmenion
Best Platform for D2C:
• Hargreaves Lansdown
Best Platform for Discretionary Management:
• Raymond James Investment Services
Best Discretionary Fund Manager:
• PortfolioMetrix
Best Model Portfolio Service:
• FE
Best Client Engagement (Advisers):
• Financial Management Bureau
Best Client Engagement (Providers):
• Canada Life Investments
Best Adviser Website:
• Montage Wealth Management
Best Ratings/Research Service for Advisers:
• Morningstar UK
Best Risk-Profiling Service for Advisers:
• Oxford Risk
Tax-efficient Adviser of the Year:
• Mazars Financial Planning
Best Multi-Asset Fund: Rising Income:
• Premier Multi-Asset Distributio
Best Multi-Asset Fund: High Income:
• Artemis Monthly Distribution
Best Multi-Asset Fund: Long-Term Growth:
• MI Hawksmoor Vanbrugh Fund
Best Multi-Asset Fund: Positive Return:
• Premier Defensive Growth
Best Multi-Asset Fund Range: Volatility Managed:
• Legal & General Multi-Index Funds
Multi-Asset Group of the Year:
• Premier Asset Management