When you put together your financial plans for your clients, which investment companies are you most recommending?
As we celebrate the 10th anniversary of the Professional Paraplanner Awards we would like you to tell us who you rate for their investment products and/or services?
The voice of paraplanners is very much respected among providers. What they tell us is that they highly value these Awards because they are nominated by users not a panel of judges.
Previous winners have included: Baillie Gifford, BlackRock, Fidelity International, Liontrust Vanguard, EdenTree, Octopus, Tatton, W1M and Schroders. There are of course many others you could nominate, but who do you rate in these categories?
You can tell us who you use via our Awards nominations form HERE.
This section of the awards covers:
- Best active investment solution provider
- Best passive investment solution provider
- Best sustainable investment solution provider
- Best tax-efficient service provider
- Best outsourced investment firm
We hope you will give us the 5-10 minutes it will take to have your say. Thank you in advance for your time and participation.
Deadline for the Provider nominations is Friday 1 May.
If there is another paraplanner or administrator in your firm who you think will want to nominate in one or more of these categories please forward this email to them.
ALSO, have you entered the Awards for Paraplanners and Administrators as yet? There are 7 categories to enter. You can request an entry form HERE. Closing date for entries is midnight Monday 27 April 2026.
The 7 categories are:
Paraplanner of the Year (In-house)
Outsourced Paraplanner of the Year
Paraplanning Team of the Year
Paraplanner Team Leader of the Year
Investment Paraplanner of the Year
New Paraplanner of the Year
Administrator of the Year
