Professional Paraplanner is delighted to announce the winners of our Paraplanner and Provider Awards 2022.
The Professional Paraplanner Awards consist of two distinct sets of awards. The Paraplanner Awards recognising the work of Paraplanners and the Provider Awards, the winners of which are voted for by paraplanners around the country.
The Award Winners were presented with their awards at our annual ceremony in London, on Thursday 9 June 2022, immediately following our London Technical Insight Seminar, where 70 paraplanners heard from a range of providers on topics such as pension Lifetime Allowance, intergenerational planning, ESG and CIP suitable outcomes, business and pension planning, inheritance tax, onshore bonds and exam tools, tips and insights.
We would like to thank our judging panel for undertaking the work this year – 18 interviews were conducted to reach their decisions.
Our judges were:
Patrick Ingram, head of Strategic Partnerships, Parmenion
Michelle Hoskin, MD of Standards International
Caroline Stuart, founder of Sparrow Paraplanning and Member Director of the PFS Board
Martin Green, Paraplanning Manager, Fairstone, and member of the PFS Paraplanner Practitioner Panel
Rebecca Lucas, founder Lime Outsourced Paraplanning
Sian Davies-Cole, director of outsourced paraplanning firm Plan Works and founder of the Paraplanner Club
Rob Kingsbury, Editor, Professional Paraplanner
We are grateful to Parmenion for sponsoring the Paraplanner Awards for the fourth year.
The Paraplanner Award winners are listed below and you will find more comprehensive coverage in our standalone supplement to be published in July.
You can find the winners of the Provider Awards HERE.
THE WINNERS OF THE PARAPLANNING AWARDS WERE:
Paraplanner of the Year 2022 (in-house)
WINNER: Reece Edwards, Hampshire Hill Group Limited
Also shortlisted were:
Andrew Masson, Acumen Financial Planning Ltd
Oliver Dennis, Partners Wealth Management
Paraplanner Team of the Year 2022 award
WINNER: Clarion Wealth Planning Ltd
Also shortlisted were:
eParaplan
Origen Financial Services Ltd
Paraplanner of the Year – Outsourced
WINNER: Kim Bendall, Go Paraplanning
Also shortlisted were:
Sasha Wakefield, Weparaplan
Sian Davies Cole, Plan Works
Paraplanner Team Leader of the Year (NEW AWARD)
WINNER: Laura Cowling, Progeny
Also shortlisted were:
Aram Kupelian, Holden & Partners
David Lloyd, Eastwood Financial
New Paraplanner of the Year
WINNER: Mark O’Hara, LJ Financial Planning
Also shortlisted were:
Kimberley Cassidy, Murphy Wealth Ltd
Montana Jones, Origen Financial Services Limited
Administrator of the Year
WINNER: Claire Ashdjian, Granite Coast
Highly Commended: Hannah Douthwaite, Para-Sols
Also shortlisted was:
Martin Hunter, Murphy Wealth
Main picture: Kim Bendall accepts the Paraplanner of the Year – Outsourced award from Mollie Thornton, Investment Manager, Parmenion
