Revealed: All the winners of the Retirement Planner Awards 2018

All the winners of the Retirement Planner Awards 2018

Lonsdale Services, Rowley Turton, Strategic Solutions Chartered Financial Planners and VWM Wealth have been named as the four regional winners of the Best Individual Pensions Advice Firm of the Year accolade at the 2018 Retirement Planner Awards.

Rowley Turton scooped the prize for the second year running in the Midlands region.

Sebastian Hurst of Plutus Wealth Management, Joseph Goddard-Howe of McCarthy Taylor and Jeremy Barham from Chase de Vere all triumphed in the Young Retirement Planners of the Year categories – an award introduced to recognise the efforts of advisory firms to encourage younger advisers to focus on retirement advice.

Chaired by Retirement Planner editor Jenna Towler, the judging panel was made up of Nigel Barlow from Retirement Standard, Jane Finnerty, joint chair of the Society of Later Life Advisers, Tish Hanifan, founder and joint chair of the Society of Later Life Advisers, Hayley North, Chartered financial planner at Rose & North, Personal Finance Society chief executive Keith Richards, Stuart Wilson, managing director, Later Life Academy and Equity Release Club and Financial Lifestyle Management’s James Wilson.

Towler said: “All the submissions were of a very high standard showing just how impressive the people working in the retirement planning and advice space really are. A highlight was the Young Retirement Planner of the Year category – showcasing an array of talented advisers who have a very promising future ahead. It was an extremely tough category to judge.

“Retirement advice is, as ever, an extremely important part of a financial adviser’s business. Our winners and highly commended entrants deserve recognition and praise for their efforts.”

She added: “I would like to thank all the judges for their help in the awards process as well as all the events staff who made the presentation a special afternoon. Many congratulations to all the winners and firms.”

Best Individual Pensions Advice Firm of the Year Award

South East and Anglia Region

Winner: Lonsdale Services

Highly commended: Sweeny Wealth Management Ltd

Midlands Region

Winner: Rowley Turton (IFA) Ltd

Highly commended: Central Wealth Planning Ltd

South West and Wales Region

Winner: Strategic Solutions Chartered Financial Planners

Highly commended: MFP Wealth Management

North and Scotland Region

Winner: VWM Wealth

Highly commended: Granite Financial Planning Ltd

 

Young Retirement Planner of the Year Award

London

Winner: Sebastian Hurst, Plutus Wealth Management

Highly commended: Toby Bentley, Lathe & Co Wealth Advisers

South West, Midlands and Anglia Region

Winner: Joseph Goddard-Howe, McCarthy Taylor

Highly commended: Jonathan Hickson, Strategic Solutions Chartered Financial Planners

North and Scotland Region

Winner: Jeremy Barham, Chase de Vere

Highly commended John Duns, Fairstone Grou

 

Best Equity Release Adviser of the Year

Winner: Viva Retirement Solutions

Highly commended: John Lamb LLP

 

Best Estate Planning Adviser of the Year

Winner: Matrix Capital

Highly commended Lonsdale Services

 

Best Corporate Pensions Advice Firm of the Year

Winner: McCarthy Taylor

 

Best Income Drawdown Service Award

Winner: Zen Wealth LLP

Highly commended: Zurich

 

Best Pensions Freedom Service Award

Winner: Zurich

Highly commended: Prosperity Wealth

 

Best SIPP Service Award

Winner: Zurich

Highly commended: Talbot & Muir

 

Outstanding Customer Care Award

Winner: Kellands (Hale) Ltd

Highly commended: Rothesay Life