Lonsdale Services, Rowley Turton, Strategic Solutions Chartered Financial Planners and VWM Wealth have been named as the four regional winners of the Best Individual Pensions Advice Firm of the Year accolade at the 2018 Retirement Planner Awards.
Rowley Turton scooped the prize for the second year running in the Midlands region.
Sebastian Hurst of Plutus Wealth Management, Joseph Goddard-Howe of McCarthy Taylor and Jeremy Barham from Chase de Vere all triumphed in the Young Retirement Planners of the Year categories - an award introduced to recognise the efforts of advisory firms to encourage younger advisers to focus on retirement advice.
Chaired by Retirement Planner editor Jenna Towler, the judging panel was made up of Nigel Barlow from Retirement Standard, Jane Finnerty, joint chair of the Society of Later Life Advisers, Tish Hanifan, founder and joint chair of the Society of Later Life Advisers, Hayley North, Chartered financial planner at Rose & North, Personal Finance Society chief executive Keith Richards, Stuart Wilson, managing director, Later Life Academy and Equity Release Club and Financial Lifestyle Management's James Wilson.
Towler said: "All the submissions were of a very high standard showing just how impressive the people working in the retirement planning and advice space really are. A highlight was the Young Retirement Planner of the Year category - showcasing an array of talented advisers who have a very promising future ahead. It was an extremely tough category to judge.
"Retirement advice is, as ever, an extremely important part of a financial adviser's business. Our winners and highly commended entrants deserve recognition and praise for their efforts."
She added: "I would like to thank all the judges for their help in the awards process as well as all the events staff who made the presentation a special afternoon. Many congratulations to all the winners and firms."
Best Individual Pensions Advice Firm of the Year Award
South East and Anglia Region
Winner: Lonsdale Services
Highly commended: Sweeny Wealth Management Ltd
Winner: Rowley Turton (IFA) Ltd
Highly commended: Central Wealth Planning Ltd
South West and Wales Region
Winner: Strategic Solutions Chartered Financial Planners
Highly commended: MFP Wealth Management
North and Scotland Region
Winner: VWM Wealth
Highly commended: Granite Financial Planning Ltd
Young Retirement Planner of the Year Award
Winner: Sebastian Hurst, Plutus Wealth Management
Highly commended: Toby Bentley, Lathe & Co Wealth Advisers
South West, Midlands and Anglia Region
Winner: Joseph Goddard-Howe, McCarthy Taylor
Highly commended: Jonathan Hickson, Strategic Solutions Chartered Financial Planners
North and Scotland Region
Winner: Jeremy Barham, Chase de Vere
Highly commended John Duns, Fairstone Grou
Best Equity Release Adviser of the Year
Winner: Viva Retirement Solutions
Highly commended: John Lamb LLP
Best Estate Planning Adviser of the Year
Winner: Matrix Capital
Highly commended Lonsdale Services
Best Corporate Pensions Advice Firm of the Year
Winner: McCarthy Taylor
Best Income Drawdown Service Award
Winner: Zen Wealth LLP
Highly commended: Zurich
Best Pensions Freedom Service Award
Highly commended: Prosperity Wealth
Best SIPP Service Award
Highly commended: Talbot & Muir
Outstanding Customer Care Award
Winner: Kellands (Hale) Ltd
Highly commended: Rothesay Life
Combined five decades’ experience
Following Zurich acquisition
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