Last night (20 March) marked 19 years of the PA Awards and saw a wide range of industry professionals including advisers, providers, and fund managers gather together at The Brewery in London. The awards celebrated and reflected on the last 12 months of success and progress in the industry, with awards handed out to recognise the very best in advice propositions, ESG, Consumer Duty, multi-asset solutions and more.
The list of winners for 2024 is as follows:
Administrator of the Year
Amy Collins, Oakmere Wealth Management
Adviser Firm of the Year
Berry & Oak
Adviser Firm of the Year — London
Timothy James & Partners
Highly commended: Holden & Partners
Adviser Firm of the Year — Midlands & East Anglia
Kingsfleet
Adviser Firm of the Year — North East
Berry & Oak
Adviser Firm of the Year — North West
Becketts
Highly commended: Sylvan Financial Management
Adviser Firm of the Year — Scotland & Northern Ireland
Tweed Wealth Management
Adviser Firm of the Year — South East
Austyn Smith Associates
Adviser Firm of the Year — South West & Wales
Continuum
Best Adventurous Fund
BNY Mellon Multi-Asset Balanced Inst W Acc
Best Advice Network
Benchmark
Best Adviser Firm for ESG
Castlefield
Best Adviser Firm for Vulnerable Client Care
Asquith Financial Services
Best Adviser Marketing Initiative
First Wealth (London)
Best Adviser Website
Balance: Wealth Planning
Best Balanced Fund
VT AJ Bell Balanced I Acc
Best Cautious Fund
Schroder MM Diversity Z Acc
Best Client Engagement (Advisers)
Berry & Oak
Best Client Engagement (Providers)
PortfolioMetrix
Best Consumer Duty Initiative (Advisers)
Benchmark
Best Consumer Duty Initiative (Providers)
Quilter
Best Discretionary Fund Manager
IBOSS Asset Management
Best D&I Initiative
Raymond James
Highly commended: The Verve Foundation
Best ESG Solution for Advisers
Quilter
Best Growing Income Fund
Invesco Distribution (UK) Z Acc
Best High Income Fund
WS Canlife Diversified Monthly Income C Dis
Best Model Portfolio Service
Ebi
Best Platform for Advisers
Transact
Best Responsible Fund
Royal London Sustainable World Trust C Acc TR in GB
Best Retirement Initiative
Depledge Strategic Wealth Management
Best Risk-Managed Range of Funds
CT Universal Multi Asset Portfolios
Best Support Service for Advisers
Threesixty
Best Technology Provider
Model Office
Highly commended: Defaqto
Champion of Advice Award
Carla Brown, Oakmere Wealth Management
Newcomer of the Year
Estella Peto, The Private Office
Outstanding Contribution to the Advice Industry
Stuart Phillips, The Private Office
Paraplanner of the Year
Melanie Preston, Flying Colours Advice
Highly commended: Alison Neale, Principle Paraplanning
Young Achiever of the Year
Emmelia Powell, Premier Wealth Solutions
