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Organizer | Incisive Media |
Submission deadline | 8 Jan 2021 5:00pm EST (almost 4 years ago) |
Date Awarded | 11 Mar 2021 5:00pm EST (almost 4 years ago) |
Region | All |
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.
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