Money Marketing Financial Services Awards 2015 – ADVISER SHORTLIST 2015

ADVISER SHORTLIST 2015

Best Auto-Enrolment Solution
Auto Enrolment Advisory Group (AEAG)
Creative Benefits
Foster Denovo Limited
Pension PlayPen
SanlamBest Corporate Adviser
Almary Green Investments Ltd
Creative Benefits
Master Adviser IFA Ltd
Wingate Benefit SolutionsBest Investment Adviser
Alan Steel Asset Management
Almary Green Investments Ltd
Aspect8
Fiducia Wealth Management Limited
OakTree Wealth Management
Tilney Bestinvest
VWM WealthBest Mortgage Adviser
Countrywide
London & country Mortgages Ltd
Mortgage Advice Bureau
Simply Finance Group

Best Mortgage Network of the Year
First Complete
Pink
Tenet Group

Best Network
Beaufort Financial Planning Limited
Best Practice IFA Group Ltd
pi financial ltd
Sense
Tenet Group
Vision Independent Financial Planning Ltd

Best Paraplanner
Aspect8
Chadney Bulgin LLP
Old Mill Financial Planning
Towergate Financial
Wingate Financial Planning

Best Professional Development Award
Almary Green Investments Ltd
Charles Derby Group Ltd
Foster Denovo Limited
Sense Network
True Potential Wealth Management

Best Protection Adviser
LifeSearch
London & Country Mortgages Ltd
Master Adviser IFA Ltd
Vita

Best Retirement Adviser
Almary Green Investments Ltd
Fiducia Wealth Management
Informed Choice
Intelligent Pensions
LEBC The Retirement Adviser
Origen Financial Services

Best Small Protection Adviser (fewer than 5 advisers)
Cura Financial Services Ltd
Highclere Financial Services
Plan Money
Rowley Turton (IFA) Ltd
Unusual Risks

Best Support Service
Panacea Adviser
SimplyBiz Group
Succession Advisory Services
threesixty services LLP
True Potential Adviser Services

Best Tax and Long-Term Savings Adviser
Almary Green Investments Ltd
Aspect8
Blackstone Moregate
Fiducia Wealth Management
Origen Financial Services
Rowley Turton (IFA) Ltd
Westminster Wealth Management

Best Use of Technology by an Adviser
Alexander House FS
Cornerstone Asset Management
LifeQuote
Money on Toast
True Potential Wealth Management

Best Wealth Management Firm
Bordier & Cie (UK) PLC
Brooks Macdonald Asset Management
Canaccord Genuity Wealth Management
Investment Quorum Limited
OakTree Wealth Management
Rowan Dartington
Whitechurch Securities Ltd

Small Adviser of the Year (less than 5 ARs)
Fiducia Wealth Management
First Wealth
Fortitude
Investment Quorum Limited
OakTree Wealth Management
Smart Financial

Adviser Firm of the Year
2plan wealth management
Almary Green Investments Ltd
Aspect8
Saunderson House
True Potential Wealth Management

 

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