The third set of shortlists for the 2020 PA Awards

We are proud to say that, once again, so many great financial advice firms and product providers put themselves forward and entered these awards, which are celebrating their 15th year. We have already revealed the shortlists for the Adviser Firm of the Year regional categories and others, including Paraplanner of the Year and Tax-efficient Adviser of the Year. The first set of shortlists can be found here, and the second set here.

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. Congratulations from all of us at Professional Adviser to those shortlisted and commiserations to those who, this year, did not make the cut.

This is the thirds set of shortlists and tomorrow, on Friday, we will reveal, for now, the final companies who have made the cut for the remaining shortlists. Here, though, we reveal the those up for Best Adviser Website, Best Support Services and more.

Best adviser website

Informed Financial Planning

TFP Financial Planning

Red Circle Financial Planning

Profile Pensions

Montage Wealth Management

Truly Independent 

Continuum

Pyrford Financial Planning

Best client engagement (advisers)

- Berry & Oak

- Kellands (Hale)

- Financial Management Bureau

- Magenta Financial Planning

- Face to Face Finance

- Niche IFA

- Carrington Investments

- Furnley House

Best client engagement (providers)

- Old Mutual Wealth

- Charles Stanley

- PortfolioMetrix

Best support services for advisers (Generalist)

- Transact

- Foster Denovo

- Truly Independent

- Vision Independent Financial Planning

- TenetSelect

- The SimplyBiz Group

- Standard Life

- Bankhall

Best support services for advisers (Specialist)

- The Yardstick Agency

- The Verve Group

- Intelligence Partnership

- NextGen Planners

- Answers in Retirement

- Bamford Media

- My Wealth Cloud

- CATS

Best technology provider (planning)

- Be-IQ

- Defaqto

- FE Analytics

- MICAP

- Air Sourcing

- CashCalc

Best technology provider (practice management)

- Iress

- PortfolioMetrix

- Intelliflo

- Cashcalc

- Air Sourcing

Professional Adviser will be announcing the awards for Best Platform of the Year - both under and above £25bn - Best DFM and more, 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.

Multi-Asset categories

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.

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