PA Awards 2022: All the names on the shortlist

Happening on 26 April

clock • 5 min read
PA Awards 2022: All the names on the shortlist
Image:

PA Awards 2022: All the names on the shortlist

The 2022 Professional Adviser awards are just a few weeks away with all the winners set to be announced on 26 April at a black-tie dinner in central London...

Here is the full list of all the advisory firms, providers and support service brands that made the shortlists.

To find out more about the awards, visit here

Adviser Firm of the Year - Scotland and NI

Legacy Wealth Management

Melville Independent

Modulus Financial Planning

Poise Financial Planning

Verus Financial Planning

VWM Wealth

Waverton Wealth

 

Adviser Firm of the Year - North East

Berry & Oak

Fairstone

Informed Financial Planning

Lowes Financial Management

My Pension Expert

Progeny

 

Adviser Firm of the Year - North West

Becketts Financial Services

Depledge Strategic Wealth Management

Financial Management Bureau

Foresight Wealth Strategists

Kellands (Hale)

LIFT-Financial

Oakmere Wealth Management

Pareto Financial Planning

Springfield Financial Services

True Bearing Chartered Financial Planners

 

Adviser Firm of the Year - Midlands and East Anglia

BRI Wealth Management

Fiducia Comprehensive Financial Planning

Fiducia Wealth Management

First Service Financial

Fiscal Engineers

Kingsfleet Wealth

Longbon & Company

Lucas Fettes Financial Planning

OCM Wealth Management

Rowley Turton

 

Adviser Firm of the Year - South East

Ascot Wealth Management

Aspect8

Austyn Smith Associates

Carpenter Box Financial Advisers

Expert Wealth Management

HarperLees Financial Planning

New Forest Wealth Management

Wingate Financial Planning

 

Adviser Firm of the Year - South West and Wales

Britannic Place Financial Management

Continuum (Financial Services)

Frazer James

Hartsfield Financial Services

Magenta Financial Planning

Old Mill Financial Planning

Ovation Finance

Saltus Partners

Strategic Solutions Chartered Financial Planners

 

Adviser Firm of the Year - London

Advanta Wealth

EQ Investors

Finura

Holden & Partners

Lathe & Co Wealth Advisers

NLP Financial Management

Oasis Accountants

Timothy James & Partners

Trinity Lifetime Partners

More on Your profession

The five-minute complaint and the five-day investigation

The five-minute complaint and the five-day investigation

GSI Group CEO on complaints, AI and the latest set of FOS reforms

Mark Buck
clock 12 August 2026 • 5 min read
Andrew Goodwin: The advice gap - an embarrassment of riches?

Andrew Goodwin: The advice gap - an embarrassment of riches?

Andrew Goodwin: The advice gap - an embarrassment of riches?

Andrew Goodwin
clock 12 August 2026 • 4 min read
New Talent Alliance launches financial advice careers guide

New Talent Alliance launches financial advice careers guide

Designed to attract new entrants into the profession

Sophia Panayi
clock 11 August 2026 • 2 min read

In-depth

Rise of the money coach

Rise of the money coach

Advice hurdles pose as push factors but plenty of pull factors too

Sophia Panayi
clock 30 June 2026 • 9 min read
'Bolder moves on taxation' likely if Burnham takes prime minister role

'Bolder moves on taxation' likely if Burnham takes prime minister role

Changes to CGT would have ‘clear implications for wealth planning’

Sophia Panayi
clock 22 June 2026 • 4 min read
IHT on pensions: Advisers on a new way of working

IHT on pensions: Advisers on a new way of working

‘It has shifted the timing and focus of conversations’

Jenna Brown
clock 10 June 2026 • 8 min read