Congratulations to the following winners and commendations:
Best use of platform technology
Winner: Positive Solutions
Best paraplanner
Winner: Paula Deary of Equilibrium Asset Management
Commended: Claire Menni of Independent Financial Strategists
Best paraplanner team
Winner: Bluefin Wealth Management
Best financial planner
Winner: Marlene Shalton of Bluefin Wealth Management
Commended: Sarah Lord of The Wealth Consultancy
Commended: William Pratt of Paradigm Norton Financial Planning
Best pensions, retirement and post-retirement planner
Winner: Mike Deverell of Equilibrium Asset Management
Best investment adviser
Winner: David Livingston of Thurleigh Investment Managers
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Mike Deverell, of Equilibrium, receives the award for best retirement planner |
Commended: Stuart Fowler of No Monkey Business
Best newcomer
Winner: Andrew Neligan of Informed Choice
Commended: Kobir Rahman of Plutus Wealth Management
Adviser firm of the year – training and development programme
Winner: Paradigm Norton Financial Planning
Adviser firm of the year – treating customers fairly
Winner: Paradigm Norton Financial Planning
Commended: AES Financial Services
Best overall firm of the year
Winner: Paradigm Norton Financial Planning
Lifetime achievement award
Winner: Paul Etheridge of The Prestwood Group
A full write up of the event will appear in December’s issue of Pensions Management.
Click here for the Technology, Administration and Service awards.
