Congratulations to all those who made it to the shortlist
INVESTMENT CATEGORIES
Best Multi Asset Provider
BlackRock
Cazenove Capital Management
Fidelity
Henderson New Star
Insight Investment
Jupiter
Newton (BNY Mellon)
Thames River Capital
Best UK Equity Growth Group
BlackRock
Fidelity
Investec Asset Management
M&G
Neptune Investment Management
Schroders
Best Equity Income Group
Artemis
BlackRock
Invesco Perpetual
Jupiter
Newton (BNY Mellon)
Schroders
Best Fixed Income Group
Fidelity
Henderson New Star
Invesco Perpetual
L&G IM
M&G
Old Mutual
Schroders
Best International Growth Group
Allianz Global Investors
Fidelity
First State
HEXAM Capital
Neptune Investment Management
Threadneedle
New Fund Launch of the Year
Artemis Strategic Assets
Cazenove Absolute UK Dynamic
Gartmore European Absolute Return
GLG UK Select
HEXAM Capital - Global Emerging Markets
Investec Asset Management - Multi-Asset Protector
Martin Currie Global Energy
Old Mutual Asset Managers (UK) - Old Mutual UK Dynamic Equity
HOT 100 Awards (winners come from Professional Adviser’s Hot
100)
Best Fund Manager – One Year
Best Fund Manager – Three Years
Best Large Fund Group (more than 10 retail funds)
Best Boutique Group (less than 10 retail funds)
Best Structured Products Provider
Barclays Wealth
Blue Sky
Gilliat Financial Solutions
Investec Structured Products
Meteor Asset Management
Morgan Stanley
The Royal Bank of Scotland
Best VCT Provider
Albion Ventures
Downing
Edge Performance
Octopus Investments
ProVen
Best EIS Provider
Calculus Capital
Downing
MMC
Octopus Investments
Oxford Capital Partners
RETIREMENT
Best Pensions Provider
Aegon
MetLife Europe
Scottish Life
Scottish Widows
Standard Life
Best SIPP Provider
A J Bell
Hornbuckle Mitchell
Standard Life
Suffolk Life
The IPS Partnership
Xafinity
Best Protection Provider
Aegon
Bright Grey
Bupa
Friends Provident
PruProtect
Scottish Provident
(The shortlist is derived from the companies shortlisted in the individual critical illness category in the Cover magazine protection awards)
Best Equity Release Provider
Aviva
Bridgewater
Hodge Lifetime
Just Retirement
Stonehaven
(The shortlist derived from the companies in the provider category in the Mortgage Solutions equity release awards)
Best 3rd Way Product Provider
Aegon
Living Time
Metlife
SunLife
Best Annuity Provider
Aegon
Canada Life
MGM Advantage
Partnership Assurance
Prudential
ADVISER AWARDS
Best IFA Website
2plan Wealth Management
Investment Quorum
Lowes Financial Management
Magus Financial Management
Positive Solutions
Wealthflow
* Professional Adviser judging panel decision
Innovative IFA of the Year
Affluent Financial Planning
Capital Asset Management
Chartwell-Financial
Magus Financial Management
McLaren Capital
Paradigm Norton
Positive Solutions
* Professional Adviser judging panel decision.
Best RDR initiative for IFAs
No shortlist – winner to be announced at the awards dinner
Paraplanner of the Year
David James, Professional Independent Advisers
Rebecca Kowalski, Affluent Financial Planning
Sarah Hammond, Chartwell-Financial
Simon Poole Direction Financial Planning
Svenja Keller, John Lamb Partnership
The Timebank
William McBride, Applewood Wealth Management
* Professional Adviser judging panel decision.
IFA SERVICING
Best website for IFAs
1st – The Exchange’s Exweb
IFA Life
Lowes Financial Management
Russell Investments
Standard Life
SWIP
Best Wrap/Platform for advisers
AXA Elevate
Cofunds
FundsNetwork
Nucleus Financial
Skandia Investment Solutions (SIS)
Transact
Best Data & Quotation Provider for advisers
1st – The Exchange’s Exweb
Assureweb
Lipper
Morningstar
Trustnet
Best IFA Network
Equity Release Club
Lighthouse Group
Positive Solutions
Sesame
Tenet Group
Best IFA Software Provider
1st – The Exchange’s Adviser Office
CCL
Intelliflo
Plum Software
Prestwood-Truth
Best Online IFA Tool
1st – The Exchange’s Exweb
Aegon
Intelliflo
Morningstar
Scottish Widows Investment Partnership
Skandia Investment Solutions (SIS)
TCF Centre
Trustnet
Best Outsource Investment Solution for Advisers
F&C Investments
Skandia
Whitechurch Securities
Best IFA Service Support Provider
AXA Wealth
Canada Life
SimplyBiz
Tenet Group
threesixty services
The Timebank
Special Awards
Professional Adviser/Baillie Gifford Financial Education
Award
Shortlist judged by specialist panel
HSBC Investment Adviser of the Year
Winner of the HSBC Investment League in Professional Adviser
IFA Personality of the Year
Shortlist below – live vote on the evening with audience deciding our winner:
Andrew Fisher, Towry Law
Brian Dennehy, Dennehy Weller & Co
Darius McDermott, Chelsea Financial
Ivan Martin, Sesame
Mark Dampier, Hargreaves Lansdown
Tom Baigrie, Lifesearch

