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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

Standard Life

Best Technical Support


Best Training Resource


Best Research Software

FE Analytics

Best Non-Research Software


Best Back-Office System

Intelligent Office from Intelliflo

Best Platform

Old Mutual Wealth

Best Third Party Support Service


Best Provider Website

Standard Life

Best Small Provider


Best Active Investment Provider


Best Passive Investment Provider


Best Alternative Investment Provider

Octopus Investments

Best Outsourced Investment Provider

Brooks Macdonald

Best Offshore Product Provider

Canada Life International

Best Retirement Solution Provider

Royal London

Best Full SIPP Provider

AJ Bell

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.

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