Retirement Planner is proud to publish the shortlists for its 2018 Awards, the winners of which will be announced on Friday 15 June at a ceremony at The Waldorf Hilton Hotel, London WC2.
This is also the venue for the Retirement Planner Forum, which takes place that morning and for which there is still time to register here
Keynote speaker for the day will be MoretoSIPPs managing director John Moret on the future of self-invested personal pensions while other important issues to be addressed in the day’s programme include defined benefit pension transfers, equity release and income drawdown strategies.
If you would like to join the Retirement Planner Awards ceremony or book a table, meanwhile please click here
Depending on the awards categories in which they were competing, firms and advisers were invited to provide either a submission or case study, with all entries then being assessed by an independent panel of expert judges.
Chaired by Retirement Planner editor and Professional Adviser deputy editor Jenna Towler, the judging panel comprises Nigel Barlow, retirement specialist with Retirement Standard, Jane Finnerty, joint chair of the Society of Later Life Advisers, Tish Hanifan, founder and joint chair of the Society of Later Life Advisers, Hayley North, Chartered Financial Planner and co-founder of Rose & North, Keith Richards, chief executive of the Personal Finance Society, James Wilson, an adviser with Financial Lifestyle Management and Stuart Wilson, managing director of the Later Life Academy and Equity Release Club.
The Retirement Planner Awards 2018 shortlists in full are:
Best Individual Pension Advice Firm of the Year Awards
| South East & East Anglia Region |
| Almary Green |
| Cadde Wealth |
| Chase de Vere |
| Finura Partners |
| Holden & Partners |
| Lonsdale Services |
| Master Adviser |
| Sweeny Wealth Management |
| Midlands Region |
| Central Wealth Planning |
| Money Minder Financial Services |
| Northfield Wealth |
| Prosperity Wealth |
| Rowley Turton Private Wealth Management |
| South West & Wales Region |
| Aisa Professional |
| HRW Financial Consultants |
| McCarthy Taylor |
| MFP Wealth Management |
| Strategic Solutions Chartered Financial Planners |
| North & Scotland Region |
| Berry & Oak |
| Fairstone Group |
| Granite Financial Planning |
| Kellands (Hale) |
| VWM Wealth |
Young Retirement Planner of the Year Awards
| London |
| Jonathan Attenborough – Waymark Financial |
| Toby Bentley – Lathe & Co |
| Thomas Eyles – Lathe & Co |
| Alistair Fullerton – Lathe & Co |
| Sebastian Hurst – Plutus Wealth Management – |
| Alex Shields – John Lamb |
| Ben Thomas – Chase de Vere |
| Laura Whetstone – Lathe & Co |
| South West, Midlands & East Anglia Region |
| Matthew Beck – Almary Green |
| Lewis Easter – Almary Green |
| Joseph Goddard-Howe – McCarthy Taylor |
| Jonathan Hickson – Strategic Solutions Chartered Financial Planners |
| Rhian Sangha – Chase de Vere |
| North & Scotland Region |
| Jeremy Barham – Chase de Vere |
| Daniel Barratt – LIFT-Financial |
| Laurence Jackson – Fairstone Group |
Further categories
| Best Equity Release Adviser of the Year |
| John Lamb |
| Key Retirement Group |
| Viva Retirement Solutions |
| Best Estate Planning Adviser of the Year |
| Chamberlyns |
| Fairstone Group |
| Lonsdale Services |
| Matrix Capital |
| Plutus Wealth Management |
| Rowley Turton (IFA) |
| Best Corporate Pensions Advice Firm of the Year |
| Kellands (Hale) |
| McCarthy Taylor |
| Best Income Drawdown Service |
| AJ Bell |
| Zen Wealth LLP |
| Zurich |
| Best Pensions Freedom Service |
| AJ Bell |
| Lonsdale Services |
| Prosperity Wealth Ltd |
| Zurich |
| Best SIPP Service |
| AJ Bell |
| Talbot and Muir |
| Xafinity |
| Zurich |
| Outstanding Customer Care Award |
| Kellands (Hale) |
| Prosperity Wealth |
| Rothesay Life |
| Zurich |
The post Revealed: The Retirement Planner Awards 2018 shortlists appeared first on Retirement Planner.