The organisers of the Schroders UK Platform Awards, which takes place on 26 September, have revealed the shortlists for the two Leading Adviser Practice categories.
Aspect 8, Chadney Bulgin and True Potential Wealth Management are competing to be named Leading Adviser Practice (firms with more than 10 advisers) while the final trio fighting it out for the Leading Adviser Practice (firms with fewer than 10 advisers) accolade are Epoch Wealth Management, First Wealth and Thomas and Thomas Independent Wealth Management The shortlisted firms will now be interviewed by the panel of judges on 5 July in order to identify the winners. The judges, chaired by Personal Finance Society CEO Keith Richards, will be focusing on how the firms employ technology to s...
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