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Who’s in the running to be crowned MM’s adviser of the year?

Awards pic 2015

Shortlists for the Money Marketing Awards 2016 have now been revealed, with advisers and providers one step closer to picking up a coveted gold bar.

There are nine finalists in the hotly contested adviser firm of the category, including Almary Green Investments, Chadney Bulgin, Cullen Wealth, Epoch Wealth Management, and Equilibrium Asset Management. The other worthy shortlisted firms are Paradigm Norton Financial Planning, Saunderson House, True Potential and Westminster Wealth Management.

The small adviser of the year, for firms with less than five advisers, is being fought out between Capital Asset Management, Fiducia Wealth Management, last year’s winner First Wealth, Investment Quorum, John Lamb, Navigator Financial Planning, Redbourne Wealth Management, and Yellowtail Financial Planning.

The provider shortlists have also been announced, with AJ Bell, Alliance Trust Savings, Aviva, Old Mutual Wealth, Royal London, Standard Life and Transact competing to be named company of the year.

The advertising categories have been revamped, with a focus on adviser-related campaigns and proven metrics on user engagement and overall impact.

The Money Marketing Awards take place on Thursday 9 June at Old Billingsgate, London. To check out all the finalists and to book your place, click here


First Wealth on the road to becoming MM’s Small Adviser of the Year

The managing partner of Money Marketing’s Small Adviser of the Year Award very nearly didn’t become an adviser at all. In fact, First Wealth’s Anthony Villis says he only applied for a job at Chase de Vere, among roughly 20 other local firms, to stay close to his then girlfriend, who was studying at Bath […]


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