PA Awards 2022: All the names on the shortlist

Happening on 26 April

clock • 5 min read

The 2022 Professional Adviser awards are just a few weeks away with all the winners set to be announced on 26 April at a black-tie dinner in central London...

 

Paraplanner of the Year

Ela Harbison, Legacy Wealth Management

Jenny Woods, Wills & Trusts Wealth Management

Rachel Whittaker Oakmere Wealth Management

Rebecca Birse, Ridland Wealth Management

Rio Stedford, Heritage Financial Advisers

Sasha Wakefield, Paraplanning Hub

Simon Moriarty, Hartsfield Financial Services

Walter Dio, Trinity Lifetime

Zoe Brett, EQ Investors

Zoe Harbert, Lewis Brownlee Financial Services

 

Best Adviser Firm for ESG

Better World Financial Planning

BlueSphere

EQ Investors

Equilibrium Financial Planning

Foster Denovo

Holden & Partners

Murdoch Asset Management

Partners Wealth Management

Piercefield Oliver

Wingate Financial Planning

 

Best Adviser FOTY for Vulnerable Client Care

Brewin Dolphin

Carpenter Box Financial Advisers

Clear Cut Financial Planning

Continuum

New Forest Wealth Management

Oakmere Wealth Management

Ovation Finance

The Orchard Practice

True Financial Design

Wingate Financial Planning

 

Best Ratings/Research Service for Advisers

Defaqto

EV

FE Investments

FundCalibre

Fundhouse

MICAP

MJ Hudson

Morningstar

Square Mile Investment Consulting and Research

The lang cat

 

Best Risk-Profiling Service for Advisers

EnlightenESG

EVPro

Morningstar

Oxford Risk

PortfolioMetrix

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