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Winners of the Professional Paraplanner Awards 2018

6 June 2018

Professional Paraplanner is pleased to announce the winners of the Professional Paraplanner Awards 2018. 

The awards were announced last night, 6 June 2018, after the Technical Insight Seminar, held at the Grange St. Paul’s Hotel in London.

Congratulations to all the winners.

Thank you to National Savings and Investments for sponsoring the Awards.

The Paraplanner Awards – Sponsored by NS&I

Entry to these awards were by self-nomination. each paraplanner or team had to submit an essay on a set subject and the shortlisted individuals or team representatives were then interviewed by the panel of judges. This year the judging panel consisted of:

Rory Percival, ex-regulator, Rory Percival Consulting

Jacqueline Lockie, head of financial planning, CISI,

John Redmond, financial planner and paraplanner, BpH Wealth Management

Rob Kingsbury, editor Professional Paraplanner.

The winners are:

Paraplanner of the Year

Rebecca Lucas, Lime Outsourced Paraplanning

Paraplanner Team of the Year

Winner: Cooper Parry Wealth

Highly Commended: Holden & Partners and Acumen Financial Planning

Personality of the Year

Richard Allum

The Provider Awards

These were nominated by paraplanners as providing the best service, product or support in the particular category.

Best Overall Service – New Business

Standard Life

Best Overall Service – Existing Business


Best Technical Support


Best Training Resource


Best Research Software

FE Analytics

Best Non-Research Software


Best Back-Office System

Intelligent Office

Best platform


Best Third-Party Support Service

Threesixty Services

Best Provider Website


Best Small Provider

Talbot and Muir

Best Active Investment Provider

Investec Asset Management

Best Passive Investment Provider

Vanguard Investments UK

Best Alternative Investment Provider

Octopus Investments

Best Outsourced Investment Provider


Best Offshore Product Provider

Utmost Wealth Solutions

Best Retirement Solution Provider

Royal London

Best Full SIPP Provider

AJ Bell


Professional Paraplanner