Adviser Shortlist
ADVICE FIRM OF THE YEAR
Carrington Wealth Management
Continuum (Financial Services)
Equilibrium Financial Planning
Finura
Holden & Partners
LIFT-Financial
BEST ESG ADVISER
Beacon Wealth Management
Carrington Wealth Management
EQ Investors
Holden & Partners
HSBC UK
Sanlam Wealth Planning
BEST FINANCIAL EDUCATION INITIATIVE (ADVICE FIRM)
Ascot Wealth Management
Equilibrium Financial Planning
HSBC UK
Simpson Wood Financial Services
BEST INVESTMENT ADVISER
SPONSORED BY HSBC LIFE (UK) LIMITED
Aspect8
Brewin Dolphin
Longbon & Company
Lowes Financial Management
Saunderson House
True Potential Wealth Management
BEST MORTGAGE ADVISER
Key Solutions Mortgages
Mortgage Advice Bureau
One 77 Mortgages
The Orchard Practice
BEST NETWORK/SUPPORT SERVICE
Bankhall
Best Practice IFA Group
NextGen Planners
Openwork
Tenet Group
The SimplyBiz Group
threesixty services
BEST PARAPLANNER
Alexander Ottowell, Succession Wealth
George Smith, Simpson Wood (Financial Services)
Kerry Roffey, Seabrook Clark
Lindsay John, EQ Investors
Sam Tonks, Succession Wealth
BEST PROTECTION ADVISER
Gallagher
LifeSearch
Mortgage Advice Bureau
Smart Advice Financial Solutions
The Insurance Surgery
Vita
BEST RETIREMENT ADVISER
SPONSORED BY CITY ASSET MANAGEMENT
Age Partnership
Henwood Court Financial Planning
Intelligent Pensions
Lowes Financial Management
Tideway Investment Partners
Wingate Financial Planning
DIVERSITY CHAMPION OF THE YEAR (ADVICE FIRM)
Carrington Wealth Management
EQ Investors
Insight.Out Financial
NEXT GENERATION ADVICE FIRM OF THE YEAR
EVENT PARTNER: TAXBRIEFS
Carrington Wealth Management
Chadwicks
Equilibrium Financial Planning
Longhurst
Murphy Wealth
Progeny
RISING ADVISER STAR OF THE YEAR
Ben Rogers, Equilibrium
Chloé Moran, boosst (for work at Rose & North)
Daniel Martin, MDM Wealth
Drew Nutsford, Succession Wealth
George Thomas, Succession Wealth
SMALL ADVICE FIRM OF THE YEAR
SPONSORED BY TRANSACT
Balance: Wealth Planning
Bluesky Chartered Financial Planners
Depledge Strategic Wealth Management
Longhurst
Magenta Financial Planning
Murphy Wealth
Provider Shortlist
BEST ACTIVE MANAGER
Baillie Gifford
Chelverton Asset Management
Lindsell Train
Marlborough Fund Managers
Merian Investment Management
Montanaro
Sanford DeLand
T. Rowe Price
BEST DISCRETIONARY FUND MANAGER
Beaufort Investment
Brewin Dolphin
Casterbridge Wealth Investments
City Asset Management
Parmenion
Quilter Cheviot
Tavistock Wealth
BEST FINANCIAL EDUCATION INITIATIVE (PROVIDER)
EVENT PARTNER: HEADLINEMONEY.CO.UK
Answers in Retirement
Money Alive
Sanlam UK
Scottish Widows
Spire Platform Solutions
True Potential
BEST PASSIVE MANAGER
Architas
Beaufort Investment
Fidelity
iShares
Legal & General
Vanguard
BEST PLATFORM
EVENT PARTNER: PLATFORUM
AJ Bell
Aviva
Novia Financial
Parmenion
Quilter
Standard Life Wrap
Transact
BEST PROTECTION PROVIDER
Aegon
AIG Life
Aviva
Legal & General
Royal London
Zurich
BEST RETIREMENT PROVIDER
Aviva
Canada Life
Prudential
Quilter
Royal London
Scottish Widows
Standard Life
Talbot and Muir
BEST SIPP PROVIDER
AJ Bell Management
Aviva
InvestAcc Pension Administration
Novia Financial
Standard Life
Talbot and Muir
COMPANY OF THE YEAR
Parmenion
Quilter
Royal London
Tavistock Wealth
Transact
Vanguard
Individual Performance Award
OUTSTANDING CONTRIBUTION TO THE PROFESSION
The winner of this category will be announced at the Awards ceremony.
