2015 Shortlist

Adviser Awards

First Wealth
Investment Quorum
NLP Financial Management
Principal Financial Solutions
Solomons Financial Planning
Timothy James & Partners
Yellowtail Financial Planning

Almary Green
Central Financial Planning
Cooper Parry Wealth
Ernest Grant
Fortitude Financial Planning
Redbourne Wealth Management
Rowley Turton

South East
Chapters Financial
Dentons Wealth
Fiducia Wealth Management
Fund Management Ltd
Wingate Financial Planning

South West
Attivo Financial Planning
Kohn Cougar
Milsted Langdon (Private Client Services)
Succession Advisory Services
Strategic Solutions Chartered Financial Planners

Scotland & Northern Ireland
AAB Wealth
Acumen Financial Planning
Carbon Financial Partners
Cornerstone Asset Management
Gibson Financial Planning
GS Group
Mearns & Co
Navigator Financial Planning

North East
Informed Financial Planning
Lowes Financial Management
Yvonne Goodwin Wealth Management

Hedley Asset Management
UNIQ Family Wealth

Best Network
Best Practice
Sense Network
Tenet Connect

Best Support Service
FE Research
Panacea Adviser
threesixty Services

Provider Awards

Best Retirement Provider
AJ Bell
Deutsche Asset & Wealth Management
LV= Retirement Solutions
Old Mutual Wealth

Best Protection Provider
Canada Life

Best Structured Product Provider
Investec Structured Products
Morgan Stanley
Société Générale


Platform Awards

Best Adviser Platform
Old Mutual Wealth
Standard Life

Best Platform for Restricted Advisers
Axa Elevate (with Architas)
Old Mutual Wealth
Standard Life (MyFolio)
True Potential

Best Platform for Discretionary Management
Fusion Wealth
Raymond James

Best D2C Platform
Hargreaves Lansdown
Strawberry Invest
True Potential

Investment Awards

Best DFM
Brooks MacDonald
Investec Wealth & Investment
London & Capital
Morningstar OBSR
Premier Asset Management
Rowan Dartington
Smith & Williamson Investment Management
Thesis Asset Management
Thomas Miller Investment

Best Multi-Asset Group
Invesco Perpetual Fund Managers
Jupiter Unit Trust Managers
Scottish Wid Unit Trust Managers
Henderson Global Investors
Threadneedle Investment Services

Best New Multi-Asset Fund
Franklin Diversified Income
FP Tellsons Endeavour
Franklin Diversified Growth
Orbis Global Balanced
JPM Global Allocation

Best Managed Fund
IMA Flexible
Coutiers - Total Return Growth in GB
Premier - Multi-Asset Global Growth
Invesco Perpetual - Managed Growth
Newton Multi-Asset Growth Fund
7IM - Adventurous
Henderson Cirilium Dynamic Fund
Neptune - Global Alpha
Newton - SRI for Charities
Capital Group - Capital Group Global Absolute Income Grower (LUX)
Waverton Portfolio Fund

IMA Mixed Investment 0%-35% Shrs
Scottish Mutual - Cautious
7IM - Moderately Cautious
7IM - AAP Moderately Cautious
7IM - AAP Income
Vanguard - LifeStrategy 20% Equity

IMA Mixed Investment 20%-60% Shrs
Premier - Multi Asset Distribution
Standard Life Investments - Dynamic Distribution
Premier - Multi Asset Monthly Income
Kames - Ethical Cautious Managed
HL - Multi Manager Equity & Bond
City Financial - Multi Asset Balanced
Invesco Perpetual - European High Income
Henderson - Cautious Managed
F&C - MM Navigator Moderate
Old Mutual - Cirilium Balanced
T. Bailey Fund Managers (ACD) - Discovery Balanced
AXA - Ethical Distribution

IMA Mixed Investment 40%-85% Shrs
CIS - Sustainable World
JPM - Balanced Managed
Invesco Perpetual - Managed Income
Henderson Inst - Global Care Managed
Courtiers - Total Return Balanced Risk
Invesco Perpetual - Global Balanced Index
Scot Wid - Progressive Portfolio
Quilter Cheviot - Climate Assets
Vanguard - LifeStrategy 80% Equity
7IM - Moderately Adventurous
UBS - Global Allocation UK
Marks & Spencer - Worldwide Managed
7IM - AAP Moderately Adventurous

Special Awards

Paraplanner of the Year
Warren Bentham, 75point3
Sue Hoang, Edward Bond Wealth Management
Rebecca Kowalski, Cornerstone Asset Management
Tim Matthias, Succession Advisory Services
Neil Wortham, Foster Denovo

Baillie Gifford Best Client Engagement
AES International
Attivo Financial Planning
Cornerstone Asset Management
Ernest Grant
One Life Wealth Planning
Principal Financial Solutions
Yellowtail Financial Planning
Yvonne Goodwin Wealth Management

Personality of the Year
Announced on the night