Professional Adviser Awards 2024 | Incisive Media | The Brewery London, The Brewery, 52 Chiswell St, London EC1Y 4SA, UK

The Awards also recognize the best in multi-asset investing, platform provision, adviser support and client engagement, as well as once again crowning our regional Advice Firm of the Year winners. These awards are also an opportunity for the industry to gather together and celebrate the last 12 months of successes and achievements for advisers and advice firms from all corners of the UK.

Categories

Adviser Categories:
• Administrator of the Year
• Best Advice Network
• Best Adviser Firm for ESG
• Best Adviser Firm for Vulnerable Client Care
• Best Adviser Marketing Initiative
• Best Adviser Website
• Best Client Engagement (Adviser)
• Best Consumer Duty Initiative (Adviser)
• Best D&I Initiative
• Best Retirement Initiative
• Champion of Advice Award
• Newcomer of the Year Award
• Outstanding Contribution to the Advice Industry
• Paraplanner of the Year
• Young Achiever of the Year

2023 Winners

Administrator of the Year
• Sarah Wells (Kingswood Group)

Adviser Firm of the Year
• Becketts

Adviser Firm of the Year - London
• Holden & Partners

Adviser Firm of the Year - Midlands & East Anglia
• Lucas Fettes Financial Planning

Adviser Firm of the Year - North East
• Progeny

Adviser Firm of the Year - North West
• Becketts

Adviser Firm of the Year - Scotland & Northern Ireland
• Waverton

Adviser Firm of the Year - South East
• Expert Wealth Management

Adviser Firm of the Year - South West & Wales
• The Aspire Partnership

Best Adventurous Fund
• BNY Mellon Multi-Asset Balanced Inst W Acc

Best Advice Network
• Corbel Partners

Best Adviser Firm for ESG
• Castlefield

Best Adviser Firm for Vulnerable Client Care
• RBC Brewin Dolphin

Best Adviser Marketing Initiative
• Joslin Rhodes Pension & Retirement Planning

Best Adviser Website
• Delauney Wealth

Best Balanced Fund
• Rathbone Strategic Growth Portfolio S Acc GBP

Best Cautious Fund
• Trojan O Acc

Best Client Engagement (Advisers)
• Berry & Oak

Best Client Engagement (Providers)
• PortfolioMetrix

Best Discretionary Fund Manager
• RBC Brewin Dolphin

Best D&I Initiative
• Succession Wealth

Best ESG Solution for Advisers
• Morningstar

Best Growing Income
• BNY Mellon Multi-Asset Income Inst W Acc

Best High Income
• Premier Miton Multi-Asset Monthly Income C Inc GBP

Best Model Portfolio Service
• Schroders

Best Platform for Advisers
• Fidelity Adviser Solutions

Best Ratings/Research Service for Advisers
• Square Mile Investment Consulting and Research

Best Responsible Fund
• Liontrust Sustainable Future Managed Growth 2 Acc in GB

Best Retirement Initiative
• 7IM Longhurst

Best Risk Managed Range of Funds
• L&G Multi-Index

Best Risk-Profiling Service for Advisers
• PortfolioMetrix

Best Support Service for Advisers
• True Potential

Best Technology Provider
• Dynamic Planner

Champion of Advice Award
• Sarah Elson (Berry & Oak)

Newcomer of the Year
• Tom Barnes (Barnes Wealth Management)

Outstanding Contribution to the Advice Industry
• Chris Budd (Ovation Finance)

Paraplanner of the Year
• Catherine Pappoe (GSI Wealth Management)

Young Achiever of the Year
• Jay Dhaliwal (Chase de Vere)