Expert Wealth Management has been crowned overall Adviser Firm of the Year at the 2022 Professional Adviser Awards.
The Witney-based Chartered financial planning business was also named Adviser Firm of the Year for the South East. Other outstanding businesses including Timothy James & Partners, Informed Financial Planning and Hartsfield Planning took home gongs. The full list of categories, winners and highly commended from the ceremony is laid out below. The Paraplanner of the Year category was particularly closely fought but the judges came to the conclusion that Sasha Wakefield was a worthy winner of the 2022 award. Other individual winners included Katherine Pautard, of Wealth Matters, w...
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