Winners of Professional Paraplanner Awards announced
8 June 2017
Winners of the Professional Paraplanner Awards 2017 were announced to an audience of paraplanners and industry figures following a jam-packed day of presentations and workshops at our Technical Insight Seminar in London.
Alongside 18 provider awards categories, reflecting the key areas for paraplanners when undertaking their daily paraplanning role, the winners of which were nominated solely by paraplanners, there were three specific Paraplanner awards – Paraplanner of the Year and Paraplanner Team of the Year, both of which required paraplanners to enter the award, and Personality of the Year, the winner of which was nominated by paraplanners.
These three awards were kindly sponsored by Seven Investment Management, the winners of which were presented with the award by 7IM co-founder Justin Urquhart-Stewart.
The winners of these awards were:
Paraplanner of the Year
Winner: Kat Mock, The Aspire Partnership
Highly commended for this award were:
Heather Yates, Cooper Parry Wealth
Caroline Richmond, HFM Columbus Wealth Management
Danielle Feltham, James Hambro & Partners LLP
Paraplanner Team of the Year
Winner: Cooper Parry Wealth
Shortlisted for this award were
Anderson Anderson Brown
Eldon Financial Planning
Personality of the Year
Winner: Dan Atkinson, head of Technical at EQ Investors
Winners of the provider awards were:
Best Overall Service – New Business
Best Overall Service – Existing Business
Best Technical Support
Best Training Resource
Best Research Software
Best Non-Research Software
Best Back-Office System
Intelligent Office from Intelliflo
Old Mutual Wealth
Best Third Party Support Service
Best Provider Website
Best Small Provider
Best Active Investment Provider
Best Passive Investment Provider
Best Alternative Investment Provider
Best Outsourced Investment Provider
Best Offshore Product Provider
Canada Life International
Best Retirement Solution Provider
Best Full SIPP Provider
Professional Paraplanner editor Rob Kingsbury said:
“Congratulations to all the winners of these our first awards. We’d like to thank all the paraplanners who nominated, for the companies they consider provide best service to them in the provider categories as well as for the Personality of the Year award.
“Thank you also to everyone who entered the specific Paraplanner awards. We received a large number of entries across the two awards and the standard of entry was exceptionally high, making our task as judges a difficult one. Congratulations are due to all the individuals and teams that were shortlisted as well as our winners.”
There will be further coverage of the awards in the next issue of Professional Paraplanner.
Origo is to launch Unipass Letter of Authority (ULoA) at the end of November, a service aimed at simplifying...
Professional Paraplanner’s publisher, Research in Finance (RiF), is a leading research company in the financial services sector. On occasion our readers...
While the aggregated costs and legacy trail commission regime remains far from perfect, some clarity can be gleaned, says...