Venue
The Brewery
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Organizer Incisive Business Media Limited
Submission deadline 28 Jan 2022 5:00pm GMT (in 7 days)
In your time zone: Jan 28 12pm EST
Date Awarded 26 Apr 2022 5:00pm BST (in 3 months)
In your time zone: Apr 26 12pm EDT
Region EMEA
Details

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

Past winners

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