2024 WINNERS
CONGRATULATIONS TO...
Company of the Year - Octopus Investments
Outstanding Achievement - True Potential
Readers' Choice Award - Pepper Money
Readers' Choice Award - Dentons
Editor's Choice Award - TIME Investments
Best Newcomer - Technology and Software Provider - Origo
Most Improved - Back Office Support - intelliflo
Most Improved - Discretionary Fund Manager - YOU Asset Management
Most Improved - Mortgage Provider - Coventry for Intermediaries
Most Improved - Pensions and Protection Provider - Quilter
Most Improved - Platform Provider - Quilter
Most Improved - Investment Provider - Investec Wealth & Investment
Most Improved - Cash Investment Provider - Virgin Money
Most Improved - Technology and Software Provider - Dynamic Planner
SELF-SUBMISSION CATEGORY WINNERS
NEW FOR 2024 - Companies were invited to submit written entries for the awards. These were reviewed by our judges and we are pleased to announce and congratulate our winners.
Best business marketing and promotion service to advisers
WINNER: The Yardstick Agency
Best regulation and compliance service for advisers
WINNER: Compliance and Training Solutions Ltd
HIGHLY COMMENDED: SimplyBiz
SHORTLISTED: B-Compliant, Thistle Initiatives
Best delivery PII service to advisers
WINNER: Howden Insurance Brokers
HIGHLY COMMENDED: BareRock Limited
Best legal support to advisers
WINNER: Herrington Carmichael Solicitors
Best business growth and succession planning for advisers
WINNER: ValidPath
HIGHLY COMMENDED: Retiring IFA
STAR RATED PROVIDERS
BACK OFFICE SUPPORT providers
True Potential
FE CashCalc
SimplyBiz
Benchmark Capital
Selectapension
Twenty7tec
Enable
FE Analytics
intelliflo
Cash Investment Provider
Leeds Building Society
Virgin Money
Flagstone
NS&I
Discretionary Fund Manager
YOU Asset Management
IBOSS
True Potential
Tatton Investment Management
Fundhouse
M&G Wealth Investments
Timeline
Canaccord Wealth
Rathbones
Quilter Cheviot
Waverton Investment Management
Investec Wealth & Investment (UK)
Charles Stanley
RBC Brewin Dolphin
Brooks Macdonald
Evelyn Partners
LGT Wealth Management
Investment Provider
True Potential
Quilter Cheviot
Quilter
TIME Investments
Investec Wealth & Investment
Octopus Investments
Royal London Asset Management
MetLife UK
Triple Point
Rathbones
7IM
Scottish Widows
Vanguard
BNY Mellon
HSBC AM
M&G Wealth Investments
Prudential
Aviva Investors
BlackRock
Fidelity
LGIM
Schroders
LV=
Jupiter
Columbia Threadneedle Investments
Invesco
Liontrust
Aegon Asset Management
Standard Life
abrdn
Mortgage Provider
Halifax Intermediaries
TSB
Nationwide
Just
BM Solutions
Accord Mortgages
Yorkshire Building Society
The Mortgage Works
Skipton Intermediaries
Natwest Intermediary Solutions
Coventry For Intermediaries
Principality Building Society
Leeds Building Society
Pepper Money
Pure Retirement
Santander for Intermediaries
The West Brom
HSBC UK
Aviva
Hodge Lifetime
LV=
Family Building Society
Newcastle Intermediaries
RBS Intermediary
Virgin Money
Standard Life Home Finance
Legal & General Home Finance
Paragon
Scottish Widows Bank
Kent Reliance for Intermediaries
more2life
Foundation Home Loans
Kensington Mortgages
Precise
Metro Bank
Fleet Mortgages
Nottingham Building Society
United Trust Bank
Bank of Ireland
Saffron for Intermediaries
Barclays
Aldermore
Lloyds
Vida Homeloans
Together
Clydesdale
Pensions and Protection Provider
True Potential
Quilter
Dentons
InvestAcc
Just
Guardian
Royal London Pensions
MetLife Europe
Vitality Life
Royal London Protection
Fidelity Adviser Solutions
Scottish Widows
The Exeter
Paymentshield
British Friendly
Aviva
Zurich Life
Prudential
AJ Bell Investcentre
Legal & General
LV=
AIG
Cirencester Friendly
Holloway Friendly
Standard Life
Aegon
Curtis Banks
James Hay
Phoenix
Platform Provider
True Potential
Fundment
Quilter
Paymentshield Adviser Hub
Parmenion
Scottish Widows
Wealthtime
Fidelity Adviser Solutions
Aviva
7IM
AJ Bell
Transact
Morningstar Wealth Platform
Nucleus
M&G Wealth Platform
abrdn Elevate
Novia
Aegon Retirement Choices
abrdn Wrap
James Hay
Technology and Software Provider
Origo
Voyant
Dynamic Planner
Underwrite Me
Iress
FE CashCalc
Defaqto
Selectapension
Synaptic
FinCalc
FE Analytics
Protection GuruPro
intelliflo
Oxford Risk
Finametrica
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