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Organizer Incisive Media
Submission deadline 8 Jan 2021 5:00pm EST (9 months ago)
Date Awarded 11 Mar 2021 5:00pm EST (7 months ago)
Region All
Details

Professional Adviser is once more issuing the call for adviser businesses from across the UK to showcase their knowledge, skills and commitment to client care by entering our 2021 Awards.

We are very much looking forward to celebrating the success and achievements of advisers and adviser firms after an indescribably difficult 2020 for everyone. So 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 – answering a case study provided by the PFS – with one winner ultimately to be crowned the overall ‘Adviser Firm of the Year'.

Now proudly in their 16th 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.

In light of the positive feedback it has generated over the last few years, Professional Adviser will once again be running our Best Financial Advisers To Work For survey and awards – more detail on which you can find here.

In keeping with the times we have added four new ESG-themed awards for multi-asset houses and financial advisers alike and, while vulnerable clients have been particularly important in 2020, we have introduced a Best Vulnerable Client Care Award for this year as we search for advisers who have gone above and beyond to make sure their more vulnerable clients have felt reassured and financially safe.

Past winners

2020 Winners

Best Multi-Asset: Rising Income:
• Architas Diversified Real Assets

Best Multi-Asset: High Income :
• Kames - Diversified Monthly Income

Best Multi-Asset: Long Term Growth :
• Royal London Sustainable Diversified Trust

Best Multi-Asset: Positive Return :
• SVS Church House Tenax Absolute Return Strategies

Best Multi-Asset: Volatility Managed:
• Legal & General Multi-Index Funds

Best Multi-Asset Group :
• Legal & General Investment Management

Best Platform for Advisers (above £25bn) :
• AJ Bell

Best Platform for Advisers (below £25bn) :
• Standard Life Elevate

Best Platform for Discretionary Management :
• Standard Life Wrap

Best Discretionary Fund Manager :
• James Hambro & Partners

Best Ratings/Research Service for Advisers:
• FE Investments

Best Support Services for Advisers (Generalist) :
• The SimplyBiz Group

Best Support Services for Advisers (Specialist) :
• NextGen Planners

Best Advice Network :
• Best Practice IFA Group

Best Adviser Adoption of Technology :
• Spiritus Wealth

Best Technology Provider (planning) :
• CashCalc

Best Technology Provider (practice management) :
• Intelliflo

Best Client Engagement (Advisers) :
• Berry & Oak

Best Client Engagement (Providers) :
• Portfolio Metrix

Paraplanner of the Year :
• Lindsay John, EQ Investors

Best Adviser Website :
• Red Circle Financial Planning

Best Model Portfolio Service :
• FE Investments

Best Risk-Profiling Service for Advisers :
• FinaMetrica

Tax-efficient Adviser of the Year :
• Rowley Turton

Best Financial Advisers to Work For :
• Kymin Financial Services

Best Financial Advisers to Work For :
• Informed Financial Planning

Best Financial Advisers to Work For :
• Niche

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 - South East :
• Wingate Financial Planning

Adviser Firm of the Year - North West :
• Financial Management Bureau

Adviser Firm of the Year - South West & Wales :
• Continuum Financial Services

Adviser Firm of the Year :
• Berry & Oak Adviser

Personality of the Year :
• Anna Sofat