Winners of the Professional Paraplanner Awards 2018
6 June 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
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
Best Overall Service – Existing Business
Best Technical Support
Best Training Resource
Best Research Software
Best Non-Research Software
Best Back-Office System
Best Third-Party Support Service
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
Best Outsourced Investment Provider
Best Offshore Product Provider
Utmost Wealth Solutions
Best Retirement Solution Provider
Best Full SIPP Provider
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