Professional Paraplanner is delighted to announce the winners of the Paraplanner Awards 2020.
This year our Paraplanner Awards not only received the highest number of entries ever but also were the most highly competitive to date – reflecting the incredible talent in this profession.
The quality of submissions was matched by the very high calibre of the short-listed candidates. We congratulate our winners and everyone who was short-listed.
Entries, nominations and interviews of shortlisted candidates for the six awards all took place under lockdown, so sadly there are no pictures. But you can read a full write-up of the awards in the next issue of Professional Paraplanner.
We would like to thank our judging panel for undertaking the work this year – 14 interviews were conducted over two days to reach their decisions.
Our judges were:
Jacqueline Lockie, Head of Financial Planning, CISI
Rebecca Lucas, founder Lime Outsourced Paraplanning
Caroline Stuart, founder Sparrow Paraplanning and PFS Board member
Martin Green, Paraplanner Manager, Chadney Bulgin
Patrick Ingram, Head of Strategic Partnerships, Parmenion
Rob Kingsbury, Editor, Professional Paraplanner
We are grateful to Parmenion for sponsoring the awards for the second year in a row.
WINNERS OF THE PARAPLANNER AWARDS 2020
Paraplanner of the Year (In-house)
Winner: Alistair James Cartwright – Clarion Wealth Planning Ltd
Jacqui Beesley – Cooper Parry Wealth
Daniel Willers – Robertson Baxter
Paraplanner of the Year (Outsourced)
Winner: Nathan Fryer – Plan Works
Scott Daniels – Plus Group
Holly Johnson – Para-Sols
Paraplanner Team of the Year
Highly Commended: Cooper Parry Wealth Ltd
Highly Commended: Paradigm Norton
New Paraplanner of the Year
Winner: Sean Hurst – Richard Jacobs Pension & Trustee Services
Highly Commended: Zoe Aldridge – Mazars Financial Planning Ltd
Also shortlisted: Joshua Shaxson – Holden & Partners
Administrator of the Year
Winner: Micheala Hawkins – Navigatus
Highly Commended: Rebecca Batterham – Cooper Parry Wealth Ltd
Personality of the Year
(Nominated by Professional Paraplanner readers)
Winner: Caroline Stuart – Sparrow Paraplanning