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Money Marketing Awards adviser shortlist revealed

The Money Marketing Financial Services Awards are now in their 24th year. The awards ceremony represents a great opportunity to celebrate the industry’s finest, and to walk away with one of the most highly coveted and respected accolades within the industry.

To join us to congratulate the winners on 27th March 2014 at The Grosvenor House Hotel, London, W1, contact

Here we set out the adviser firms that made it onto the awards shortlist:

Best Corporate Adviser:
Almary Green Investments
Atkinson Bolton Consulting
Master Adviser
Origen Financial Services
Thomsons Online Benefits
Wingate Benefit Solutions

Best Investment Adviser:
Fiducia Wealth Management
Lowes Financial Management
Oaktree Wealth Management
VWM Wealth

Best Mortgage Adviser:
Linear Financial Solutions
London & Country Mortgages (L&C)
Mortgage Advice Bureau
Simply Finance Group
Which? Mortgage Advisers

Best Network:

Best Practice IFA Group
First Complete
Intrinsic Financial Services
Sense Network
Tenet Group

Best Paraplanner:
Katharine Davis, Aspect8        
Natasha Dykes, Sanlam 
Debbie Farnworth, Sanlam 
Sarah Hammond, LIFT-Financial    
Craig Porter, clarity        
Neil Wortham, Foster Denovo    

Best Professional Development Award:
Almary Green Investments
Charles Derby
Foster Denovo
New Model Business Academy
Tenet Group     
Best Protection Adviser:
Healthcare Partners
Linear Financial Solutions
London & Country Mortgages (L&C)
Master Adviser

Best Retirement Adviser:
Almary Green Investments
Atkinson Bolton Consulting
Intelligent Pensions
LEBC – The Retirement Adviser
Origen Financial Services
Wingate Financial Planning

Best Support Service:
AES International
Panacea Adviser
SimplyBiz Group
Succession Advisory Services
threesixty services
True Potential Adviser Services

Best Tax and Long-Term Savings Adviser:
Almary Green Investments
Atkinson Bolton Consulting
Rowley Turton (IFA)
Web Financial Services

Best Use of Technology by an Adviser:
Kennedy Black Wealth Management
Lloyds Bank Private Banking
Thomsons Online Benefits
True Potential Wealth Management

Best Wealth Management:
Berry Asset Management
First Wealth
Investment Quorum
OakTree Wealth Management
Whitechurch Securities

Small Adviser of the Year (less then 5 ARs):
Capital Asset Management
Create and Prosper Financial Services
Fiducia Wealth Management
First Wealth
Navigator Financial Planning
Smart Financial

Adviser Firm of the Year:
Almary Green Investments
Foster Denovo
Investment Quorum
Saunderson House
True Potential Wealth Management



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