Over the course of this week Professional Adviser is revealing the shortlists for our 2020 PA Awards, the winners of which will be announced at a black-tie dinner in February.
We are proud to say that, once again, so many great financial advice firms put themselves forward and entered these awards, which are celebrating their 15th year. These awards seek to award excellence both within the financial adviser profession and the broader financial services sector that provides them with the products to best serve their clients.
Over the coming days we will reveal more of the people and firms who have made the cut for more than 20 awards. Here, though, we reveal the first four financial adviser firm categories.
Adviser firm of the year - North East
- True Potential Wealth Management
- Informed Financial Planning
- Berry & Oak
- Sandringham Financial Partners
Adviser firm of the year - North West
- Kellands (Hale)
- Foresight Wealth Strategists
- Financial Management Bureau
Adviser firm of the year - South East
- Ascot Wealth Management
- Harpsden Wealth Management
- Wingate Financial Planning
- Aspect 8
- Austyn Smith Associates
- Metis Wealth
Adviser firm of the year - South West and Wales
- Magenta Financial Planning
- UNIQ Family Wealth
- Continuum (Financial services)
- Attivo Financial Planning
- Hartsfield Financial Services
- Unique Financial Planning
- Ermin Fosse Financial Management
Professional Adviser will be announcing the other four regional categories for Adviser Firm of the Year on Tuesday, as well as Paraplanner of the Year and Best Adviser Website. We will then reveal more shortlists later in the week - with a handful of exceptions:
Adviser Firm Of The Year (UK)
This special award is picked from among the eight regional winners.
Best Financial Advisers To Work For
The companies to receive the accolade this year have already been decided in conjunction with Best Companies Group and will all be invited up on stage to collect a certificate on the evening.
The several multi-asset fund categories we offer awards for, including the likes of Best Multi-Asset Group, Best Multi-Asset Fund: High Income and Best Multi-Asset Fund: Long-Term Growth, will be revealed at a later date.
And other investors
Getting rid of gibberish
Emphasises the importance of advisers
Integrating European and US businesses
And other investors