Adviser shortlists revealed for Professional Adviser Awards 2011

Author: Katrina Lloyd
Professional Adviser | 11 Jan 2011 | 13:00

Categories: Better Business

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Professional Adviser is pleased to unveil the shortlists for our adviser awards for 2011.

We were delighted by the huge number of individuals and firms who entered this year and by the high standard of submissions.

All the shortlisted firms and advisers should be very proud of their achievements.

The judges will now consider the shortlisted entries with the winners to be announced at a ceremony in London on Thursday, 10 February.

There is also still time to vote for your top product and service providers. Click HERE.

To book a table for the awards or for other sponsorship opportunities contact: Richard Ley (0207 968 4522; richard.ley@incisivemedia.com) or Louise Hanna (0207 484 9893; louise.hanna@incisivemedia.com).

 

Shortlists for Adviser awards

 

Baillie Gifford Financial Education Award

 

  • Atkinson Bolton
  • Arch Financial Planning
  • Worldwide Financial Planning
  • Verus Chartered Financial Planners
  • Killick&Co with moneyinmind
  • Jacksons Financial Services

 

Best Investment Adviser

 

  • Douglas Chrystie, RSM Tenon
  • Mark Stone, Whitechurch Securities
  • Alistair Cunningham, Wingate Financial Planning
  • Max Coleman, AWD Chase de Vere
  • Jason Stather-Lodge, OCM Wealth Management
  • Neil Ledbrook, Protection and Investment Ltd

 

Best Large Firm

 

  • AWD Chase de Vere
  • RSM Tenon
  • Cavanagh Group

 

Best Small Firm

 

  • Wingate Financial Planning
  • Direction Financial Planning
  • Albert Goodman
  • Master Adviser
  • French and Associates
  • Alan Seward Financial Services
  • Almary Green
  • Old Mill Group

 

Best IFA Website

 

  • Almary Green
  • Worldwide Financial Planning
  • Arch Financial Planning
  • Informed Choice
  • Milestone Wealth Management
  • Investment Quorum

 

Best Paraplanner

 

  • Rachel Kitching, Cooper Parry Wealth Strategies
  • Cathi Harrison, Para Sols
  • Ainsley Bowyer, Atkinson Bolton
  • Simon Poole, Direction Financial Planning

 

 

 

 

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