Finalist Professional Adviser Awards 2018

Published / Last Updated on 14/11/2017

Professional Adviser Awards 2018Finalist Professional Adviser Awards 2018.

The Professional Adviser Awards finalists for 2018 have been announced.  Professional Adviser (PA) is a financial services industry online and offline news and media publication, part of the Incisive Media Group.

The Professional Adviser Awards 2018 look to recognise advisory businesses the length and breadth of the country to analyse their knowledge, skills and commitment to client care.  In their own brief PA suggests they are looking for businesses that boast “an outstanding, client-focused and repeatable advice process”.   Awards categories range from Adviser Firm of the Year by region, with one winner ultimately being crowned overall ‘Adviser Firm of the Year'.  In addition, they are looking to crown the best in multi-asset investing, platform provision, adviser support and client engagement.

We are delighted to advise that we have been made finalists for

  • Finalist - Adviser Firm of the Year (South West) and by default, if we win regionally, then overall Adviser Firm of the Year (UK)
  • Finalist - Best Client Engagement (UK)

As ever, competition is fierce, with our small two person IFA practice competing with firms that are much bigger, some with hundreds of advisers nationally.  Win or not, we are already winners to have beaten much of the competition to make the final which will be held in London on 8th February.