Retirement Planner is proud to publish the shortlists for its 2017 Awards, the winners of which will be announced on Friday 16 June at a ceremony at the Jumeirah Carlton Tower, London SW1.
This is also the venue for the Retirement Planner Forum, which takes place that morning and for which there is still time to register.
Speakers include Andrew Warwick-Thompson, executive director for regulatory policy at The Pensions Regulator, Claire Trott, head of pension strategy at Technical Connection and Nick French, managing director of Russell Investments. For more information, 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 Deborah Benn, the judging panel comprises Jane Finnerty, joint chair of the Society of Later Life Advisers, Lawrence Gosling, group editorial director of Incisive Media, Chris Hannant, director general of the Association of Professional Financial Advisers, Tish Hanifan, founder and joint chair of the Society of Later Life Advisers, Hayley North, 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.
Retirement Planner Awards 2017 shortlists in full
Best Individual Pension Firms
South East and Anglia Region
Almary Green
Cervello Financial Planning
Finura Partners
Fish Financial
Mattioli Woods
Mazars
Midlands Region
McCarthy Taylor
Northfield Wealth Management
Origen Financial Services
Prosperity Wealth
Rowley Turton
South West and Wales Region
Aisa Professional
Chase de Vere
Jones Hill
Magenta Financial Planning
Moorland Mayfair Wealth Management
Niche Chartered Financial Planners
North and Scotland Region
Central Wealth Planning
Fairstone
Intelligent Pensions
Kellands (Hale)
VWM Wealth
Wellington Wealth
Young Retirement Planner of the Year
South West and Wales
Edward Boswell, Hargreaves Lansdown
Thomas Cowell, Hargreaves Lansdown
Adam Deacon, Hodge Bakshi Financial Services
Jamie Hughes, Old Mutual Wealth Private Clients
Gwilym Lloyd Jones, Sanlam Wealth Planning
Simon Walshe, Chase de Vere
South East and Midlands
Chris Ball, Boolers
Vito Faircloth, Investment Quorum
Edward Gascoigne, Financial Lifestyle Management
Sebastian Hurst, Plutus Wealth Management
Anthony West, Matthew Douglas
Best Corporate Pensions Advice Firm
Cervello Financial Planning
Finura Partners
Mattioli Woods
McCarthy Taylor
Best Income Drawdown Service Award
Copia Capital Management
Intelligent Pensions
Zurich
Best Pensions Freedom Service
Hargreaves Lansdown
Moorland Mayfair Wealth Management
NBS Financial Planning
Origen Financial Services
Prosperity Wealth
Best SIPP Service Award
InvestAcc Pension Administration
Suffolk Life
Xafinity
Zurich
Outstanding Customer Care Award
Cervello Financial Planning
Lonsdale Services
Magenta Financial Planning
Prosperity Wealth
The post Revealed: The Retirement Planner Awards 2017 shortlists appeared first on Retirement Planner.