Venue
Live Online

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Event Date Thu Mar 11 EST (8 months ago)
Location Live Online
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.

In total, more than 200 advisers, firms and providers were under consideration for the 2020 Professional Adviser Awards, which seek to reward excellence within both the financial advice community and among the broader financial services sector. If you would like the chance to follow in their footsteps, we warmly invite you to read on...

Speakers

2021 Speakers

Adam Higgs
Head of Research, Adviser Services, Financial Technology Research Centre

Andy Kirby
Founder/Director, Money Alive (inc The Pensions Portal), Adviser Home, Mint Wealth Management. Advisory Council - BHF

Bella Caridade-Ferreira
CEO, Fundscape

Ben Hammond
Platforms Director, Altus

Brendan Llewellyn
Director, Adviser Home

Chris Bredin
Analyst, The lang cat

Chris Davies
Founder, Model Office

Clive Waller
Managing Director, CWC Research

Dennis Hall
CEO and Chartered Financial Planner, Yellowtail Financial Planning

Gillian Hepburn
Intermediary Solutions Director, Schroders

Heather Hopkins
MD and Founder, NextWealth

Jack Rose
Strategic Sales Director, Triple Point Investment Management

Kerry Nelson
Founder, Nexus IFA

Lee Robertson
Managing Director, Octo Members Group

Lisa Conway-Hughes
Chartered Financial Adviser, Westminster Wealth

Paul Ilott
Managing Director, Scopic Research

Ray Adams
Chairman, Niche IFA

Roderic Rennison
Director, Rennison Consulting

Co-Founder
NextGen Planners, Rory Percival

Tim Sargisson
CEO, Sandringham Financial Partners