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Organizer | Incisive Media |
Submission deadline |
28 Jan 2022 5:00pm GMT
(almost 3 years ago)
In your time zone: Jan 28 12pm EST |
Date Awarded |
26 Apr 2022 5:00pm BST
(over 2 years ago)
In your time zone: Apr 26 12pm EDT |
Region | EMEA |
Now proudly in their 17th 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.
Categories
• Adviser Firm of the Year - London | Midlands & East Anglia | North East | North West | Scotland | Northern Ireland | South East | South West | Wales
• 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
• Best Support Services for Advisers
• Best Advice Network
• Best Adviser Website
• Best Client Engagement (Advisers)
• Best Client Engagement (Providers)
• Best Adviser Firm for Vulnerable Client Care
• Tax-efficient Adviser of the Year
• Paraplanner of the Year
• Administrator of the Year (NEW)
• Rising Star of the Year (adviser) (NEW)
• Best Adviser Marketing Initiative (NEW)
• Best Financial Adviser to Work for
• Best Multi-Asset Fund for ESG
• Best ESG Solution for Advisers
• Best Adviser Firm for ESG
• Best Multi-Asset Fund: High Income
• Best Multi-Asset Fund: Long-Term Growth
• Best Multi-Asset Fund: Rising Income
• Best Multi-Asset Fund: Volatility Managed
• Best Multi-Asset Group
• Adviser Personality of the Year
• Adviser Firm of the Year
2021 Winners
Adviser Firm of the Year - North East & Scotland
• Verus Financial Planning
Adviser Firm of the Year - North West
• Becketts FS
Adviser Firm of the Year - South East
• Punter Southall Wealth
Adviser Firm of the Year - London
• Timothy James & Partners
Adviser Firm of the Year - Midlands & East Anglia
• Lucas Fettes Financial Planning
Adviser Firm of the Year - South West
• Frazer James
Adviser Firm of the Year - UK
• Lucas Fettes Financial Planning
Best Adviser Website
• Smith and Wardle
Best Platform for Advisers (AUA over £25bn)
• AJ Bell Investcentre
Best Platform for Advisers (AUA below £25bn)
• Parmenion
Best Platform for Discretionary Management
• Praemium
Best Ratings/ Research Service for Advisers
• Morningstar
Best Discretionary Fund Manager
• Brewin Dolphin
Best ESG Solution for Advisers
• Liontrust
Best Model Portfolio Service
• PortfolioMetrix
Best Multi-Asset Group/Fund for ESG
• Legal & General Investment Management
Best Advisers to Work for
• Albert Goodman Financial Planning Limited
• Attivo Group Financial Management
• Bureau Fiscal Engineers Ltd
• HFMC Wealth
• Informed Financial Planning
• Johnston Campbell Ltd
• Kymin Financial Services Ltd
• Niche
• NLP Financial Management Limited
Paraplanner of the Year
• Caroline Stuart
Best Adviser Firm for Vulnerable Client Care
• Lonsdale Services
Best Advice Network
• Tenet Network Services
Best Adviser Firm for ESG
• EQ Investors
Tax-Efficient Adviser Firm of the Year
• Berry & Oak
Best Client Engagement (Advisers)
• Longhurst
Best Client Engagement (Providers)
• Standard Life
Best Risk-Profiling Service for Advisers
• Be-IQ
Best Support Services for Advisers (Generalist)
• The SimplyBiz Group
Best Support Services for Advisers (Specialist)
• NextGen Planners
Best Technology Provider
• Money Alive
Best Multi-Asset Fund: Rising Income
• BNY Mellon Multi-Asset Income
Best Multi-Asset Fund: High Income
• Invesco Monthly Income Plus (UK)
Best Multi-Asset Fund: Long Term Growth
• Royal London Sustainable World Trust
Best Multi-Asset Fund: Volatility Managed
• L&G Multi-Index 3
Multi-Asset Group of the Year
• Liontrust
Personality of the Year
• Steve Nelson, Insight Director, the langcat