Shortlist

Professional Adviser/Baillie Gifford Financial Education Award sponsored by Baillie Gifford
Arch Financial Planning
Buckmaster and Company
Lowes Financial Management
Meaningful Money.tv from Jacksons Wealth Management
Plutus Wealth Management
RT Financial Planners
Verus Wealth

Investment

Best UK Growth Group sponsored by Capital City Media
AXA IM
JO Hambro Capital Management
M&G UK
Majedie Asset Management
Threadneedle Investments

Best Income Group sponsored by Quill PR
Fidelity (FIL Investment International)
Invesco Perpetual
JO Hambro Capital Management
Threadneedle Investments
Troy Asset Management

Best Global Equities Group sponsored by North Investment Partnership
Aberdeen Unit Trusts & OEICs
First State Investments
M&G UK
Newton, a BNY Mellon company
Threadneedle Investments

Best Outsourced Investment Solution for Advisers sponsored by Quill PR
Close Brothers Asset Management
F&C Thames River
Frontier Investment Management
OBSR Portfolios and Researched Fund Panel
Principal Investment Management
Prudential Dynamic Portfolio funds
North Investment Partners
Seven Investment Management
Skandia
Vestra Wealth

Best New Fund Launch sponsored by FE Trustnet
Aberdeen - Emerging Markets Bond
Artemis Fund Management
AXA Investment Managers
BLACKROCK
Fidelity Worldwide Investment
Ignis Asset Management- Absolute Return Government Bond
J.P. Morgan Asset Management
Jupter Asset Management
Kames Capital
MFM - Slater Income
Schroders
Vanguard Asset Management

Best Fund Manager over One Year sponsored by Capita Financial Software
Hideo Shiozumi with the Legg Mason Japan Equity Fund

Best Fund Manager over Three Years sponsored by FWD PR
Deryck Noble-Nesbitt with the Close Special Situations Fund

Best Fund Management Group sponsored by FE Trustnet
First State Investments
Invesco Perpetual
Investec Asset Management
Jupiter Asset Management
M&G UK

Best Structured Product Provider sponsored by StructuredProductReview.com
Aviva
Barclays Wealth
Gilliat
Incapital Europe
Investec Structured Products
Legal and General
Meteor Asset Management
Morgan Stanley
The Royal Bank of Scotland
Walker Crips Structured Investments

Retirement

Best SIPP Provider sponsored by Intelligent Partnership
AJ Bell
Carey Pensions UK
Curtis Banks
Hornbuckle Mitchell
Standard Life
Suffolk Life
Xafinity

Best Personal Pensions Provider sponsored by Intelliflo
Canada Life
Legal and General
Prudential
Scottish Widows
Standard Life

Best Annuity Provider sponsored by Retirement Planner
Aviva
Canada Life
Just Retirement
LV=
MetLife Europe
MGM Advantage
Partnership
Prudential

Adviser Service/Technology

Best Wrap/Platform sponsored by Capita Financial Software
Ascentric
AXA Wealth
Cofunds
FundsNetwork
Nucleus
Raymond James
Seven Investment Management
Skandia
Standard Life
Transact

Best Tech/Software Provider sponsored by LOCO Communications
Avelo
Capita Financial Software - Synaptic Comparator
FE Analytics
IntelliFlo - Intelligent Office
Morningstar - Adviser Workstation
Plum Software
Voyant UK

Best Network/Support Services sponsored by Intelliflo
PanaceaIFA
Sesame Bankhall Group
SimplyBiz
Succession Advisory Services
Tenet Group
threesixty services

Best Data and Quotation Provider for Advisory Firms sponsored by Prudential
Assureweb
Avelo
Capita Webline
FE Trustnet
Morningstar

Adviser awards

Best Large Adviser Firm sponsored by Transact
Ashcourt Rowan Financial Planning
Bestinvest(Brokers)
RSM Tenon Financial Management

Best Small Adviser Firm sponsored by Transact
Alan Seward Financial Solutions
Almary Green Investments
Braemar Wealth Management (NW)
Investment Quorum
Lowes Financial Management
Monahans Financial Services
Old Mill Financial Planning
PIA Wealth Management
Redbourne Wealth Management
The Chester Partnership
Wingate Financial Planning

Paraplanner of the Year sponsored by White Spider Media
Cathi Harrison, Para-Sols
Gill Perry, Monahans Financial Services

Investment Adviser of the Year sponsored by Succession Advisory Services
Alan Seward Financial Solutions
Bestinvest (Brokers)
Lowes Financial Management
Investment Quorum
Provisio
Wingate Financial Planning

Charity Champion sponsored by Fundamental Media
Almary Green Investments
Laura Randall - Monahans Financial Services
Provisio
Ron Owen - The Chester Partnership

Adviser Personality of the Year sponsored by Investec Structured Products
Philip Calvert, Founder, IFALife
Dick Carne, Director and Founder, Asset Management IFA
Keith Churchouse, Director, Chapters Financial
Mark Hoskin, Managing Partner, Holden & Partners
Ian Lowes, Managing Director, Lowes Financial Management

 

 

London,
UK