2021 WINNERS
The competition was fierce and the judges were overwhelmed by the quality and care of all those shortlisted have made in their submissions. Congratulations to everyone who took home an award and a very well done to those who were highly commended.
ADVISER CATEGORIES
ADVICE FIRM OF THE YEAR
Sponsored by Schroders Shortlisted:
WINNER: MURPHY WEALTH
Shortlisted:
- Aspect8
- Finura
- Murphy Wealth
- Progeny
- Rosebridge
BEST ESG ADVICE FIRM
WINNER: EQ INVESTORS
Shortlisted:
- Beacon Wealth Management
- Better World Financial Planning
- Carrington Wealth Management
- EQ Investors
- Foster Denovo
- Wingate Financial Planning
BEST FINANCIAL EDUCATION INITIATIVE
WINNER: EQUILIBRIUM FINANCIAL PLANNING
Highly Commended: Chadwicks IFA
Shortlisted:
- Chadwicks IFA
- Close Brothers
- Equilibrium Financial Planning
- Informed Financial Planning
- John Joseph Financial Services
BEST INVESTMENT ADVICE FIRM
WINNER: LOWES FINANCIAL MANAGEMENT
Highly Commended: Nexus IFA
Shortlisted:
- Brewin Dolphin
- Carrington Wealth Management
- Lowes Financial Management
- Nexus IFA
- Saunderson House
BEST MORTGAGE ADVICE FIRM
WINNER: CRYSTAL CLEAR FINANCIAL SERVICES
Highly Commended: MB Associates
Shortlisted:
- Crystal Clear Financial Services
- LIFT-Mortgages
- MB Associates
- The Mortgage Hut
- The Mortgage Mum
- UK Moneyman
BEST NETWORK
WINNER: PRIMIS MORTGAGE NETWORK
Highly Commended: Best Practice
Shortlisted:
- Beaufort Financial
- Best Practice
- PRIMIS Mortgage Network
- Sense Network
- Tenet
BEST PARAPLANNER
WINNER: EMMA DAVEY, FURNLEY HOUSE
Shortlisted:
- Emma Davey, Furnley House
- Jean Paul Betancourt Paz, Furnley House
- Jordan Yardley, bdhSterling
- Plus Group
- Rachael Wilson, Para-Sols
- Sam Whitaker, Progeny
BEST PROTECTION ADVICE FIRM
Sponsored by HSBC Life
WINNER: LIFESEARCH
Shortlisted:
- Cura Financial Services
- Future Proof
- LifeSearch
- Peak Mortgages and Protection
- Risk Assured
- Vita
BEST RETIREMENT ADVICE FIRM
WINNER: HENWOOD COURT FINANCIAL PLANNING
Shortlisted:
- Bluesky Chartered Financial Planners
- Equilibrium Financial Planning
- Henwood Court Financial Planning
- Informed Financial Planning
- Rowley Turton
- Wingate Financial Planning
CHARITY CHAMPION OF THE YEAR
WINNER: EQ INVESTORS - THE EQ FOUNDATION
Highly Commended: The Covid-19 Support Fund
Shortlisted:
- Blue Wealth Capital
- EQ Investors - The EQ Foundation
- Equilibrium Financial Planning
- LifeSearch
- The Covid-19 Support Fund
DIVERSITY CHAMPION OF THE YEAR
WINNER: KATHRYN KNOWLES, CURA FINANCIAL SERVICES
Highly Commended: Steve Butler, Punter Southall Aspire
Shortlisted:
- Derek Mills Wealth Consultancy – St. James’s Place
- Gretchen Betts, Magenta Financial Planning
- Kathryn Knowles, Cura Financial Services
- Steve Butler, Punter Southall Aspire
FINANCIAL WELLBEING CHAMPION OF THE YEAR
Sponsored by Aegon
WINNER: CATHERINE MORGAN, THE MONEY PANEL
Highly Commended: Tom Morris, Ovation Finance
Shortlisted:
- Carla Brown, Oakmere Wealth Management
- Catherine Morgan, The Money Panel
- Fanny Snaith, Certified Money Coach (CMC)
- Raj Shah, Blue Wealth Capital
- Tom Morris, Ovation Finance
NEXT GENERATION ADVICE FIRM OF THE YEAR
WINNER: OPENMONEY
Highly Commended: Becketts
Shortlisted:
- Barnaby Cecil
- Becketts
- OpenMoney
- Spentwell
- Strategic Solutions Chartered Financial Planners
RISING ADVISER STAR OF THE YEAR
WINNER: JAMES BOUGHTON-THOMAS, TUNSTALL FINANCIAL MANAGEMENT
Highly Commended: Tim Latham, Equilibrium
Shortlisted:
- Ceara McGrory, Murphy Wealth
- Daniel Wiltshire, Wiltshire Wealth
- James Boughton-Thomas, Tunstall Financial Management
- Jessica McGuigan, Critchleys Financial Planning
- Tim Latham, Equilibrium
- Victoria Ross, Progeny Wealth
SMALL ADVICE FIRM OF THE YEAR (FEWER THAN 5 ARS)
Sponsored by Capital & Trust
WINNER: ENGAGE FINANCIAL SERVICES
Shortlisted:
- Aisa Financial Planning
- Carrington Wealth Management
- Depledge Strategic Wealth Management
- Engage Financial Services
- Rowley Turton
PROVIDER CATEGORIES
ADVISER TECHNOLOGY PROVIDER OF THE YEAR
WINNER: DYNAMIC PLANNER
Shortlisted:
- Dynamic Planner
- FE fundinfo
- iPipeline
- PortfolioMetrix
- Seccl
- True Potential Investments
BEST DISCRETIONARY FUND MANAGER
WINNER: PARMENION
Shortlisted:
- Brewin Dolphin
- EQ Investors
- FE Investments
- Parmenion
- PortfolioMetrix
- True Potential Investments
- YOU Asset Management
BEST PLATFORM
WINNER: AJ BELL INVESTCENTRE
Shortlisted:
- AJ Bell Investcentre
- Aviva
- Praemium
- Standard Life Wrap
- The P1 Platform
- Transact
BEST PROTECTION PROVIDER
WINNER: AVIVA
Shortlisted:
- Aviva
- Legal & General
- Royal London
- Scottish Widows
- Zurich
BEST RETIREMENT PROVIDER
WINNER: AJ BELL INVESTCENTRE
Shortlisted:
- Advance by Embark Platform
- AJ Bell Investcentre
- Canada Life
- Parmenion
- Royal London
- Standard Life Wrap
BEST SIPP PROVIDER
WINNER: TRUE POTENTIAL INVESTMENTS
Highly Commended: AJ Bell Investcentre
Shortlisted:
- AJ Bell Investcentre
- Embark Pensions
- I.P.M. SIPP Administration
- InvestAcc
- PensionBee
- True Potential Investments
PROVIDER OF THE YEAR
WINNER: AJ BELL
Shortlisted:
- Advance by Embark Platform
- AJ Bell
- Aviva
- Royal London
- Transact
- True Potential Investments