It’s all over for the first ever High Net Worth New Breed Adviser Awards for 2008.
The winners received their certificates from HNW’s editor, Pádraig Floyd, at an event at the Financial Times in London on November 27, 2008.
The New Breed Adviser Awards aims to recognise best practice, innovation and delivery of service among the financial advisory community.
Although only in their first year, the awards attracted considerable attention and a high number of entries from financial advisers, planners, wealth managers and discretionary fund managers.
Entrants praised the objectives of the awards to recognise not merely the success of a business, but the achievements of the new breed of adviser who is operating in an ever-changing regulatory environment, yet is seeking to drive up standards and shape the future of the industry.
The judging panel consisted of Robert Reid, past president of the Personal Finance Society and managing director of Syndaxi Financial Planning, Nick Cann, chief executive of the Institute of Financial Planning, Bruce Wilson, managing director at Helm Godfrey, Stuart Bayliss, director of Annuity Direct and Peter Horrell, managing director of Barclays Wealth.
The judges were impressed by the strength and depth of so many of the entries to the NBA awards. They were also encouraged by the number of advisers who wanted to take part in a new awards programme that recognise those who are doing their level best to change the advisory industry by tenaciously pursuing best practice.
The winners are listed below, but the full report on how and why these entrants were chosen by the judging panel will be available on the new High Net Worth website – www.highnetworth-online.com.
If you didn’t enter this time, put a note in your diary for next year and make sure you take part.
If you did enter, but didn’t win on this occasion, don’t lose heart. High Net Worth will profile all the winners in 2009 about their businesses, their industry and how they have dealt with the changes they have experienced. This will offer everyone an insight into what kinds of efforts are important to achieving success in this industry, yes, but also the awards.
Winners of the High Net Worth New Breed Adviser Awards 2008
Best financial planner
Winner: Christopher Jordan, Heron House Financial Management
Best retirement planner
Winner: Marlene Shalton, Chambers Morgan James Financial Management/Thinc Group
Best post-retirement planner
Winner: Wayne Evans, Heron House Financial Management
Best investment adviser
Winner: Edward Allen, Thurleigh Investment Managers
Best newcomer
Winner: Sital Mehta, Perfect Day
Best ethical adviser
Winner: Lee Coates, Ethical investors
Best use of platform technology
Winner: Hargreaves Lansdown
Best paraplanner team
Winner: Applewood
Adviser firm of the year – training & development
Winner: Mazars
Adviser firm of the year – treating customers fairly (TCF)
Winner: Origen
Lifetime achievement award
Winner: Peter Hargreaves, Hargreaves Lansdown
