Wingate Financial Planning, Berry & Oak, Strategic Solutions Chartered Financial Planners and Rowley Turton IFA were named as the four regional winners of the Best Individual Pensions Advice Firm of the Year accolade at the 2019 Retirement Planner Awards.
For Rowley Turton, this was the third year in a row the firm scooped the prize in the Midlands region and the second for Strategic Solutions Chartered Financial Planners, which won the Welsh accolade.
Ben Thomas of Chase de Vere and Jon Hickson of Strategic Solutions Chartered Financial Planners triumphed in the Young Retirement Planner of the Year categories – an award introduced last year to recognise the efforts of advisory firms to encourage younger advisers to focus on retirement advice.
The judging panel included Retirement Planner deputy editor Hannah Godfrey, alongside Keith Richards, CEO of the Personal Finance Society, Dentons Pensions technical sales director Stephen McPhillips, Hurley Partners pension director Martin Tilley, Camarco partner Louise Dolan, technical specialist at Intelligent Pensions Fiona Tait, Society of Later Life Advisers joint chair Jane Finnerty, financial adviser at Financial Lifestyle Management James Wilson and Associated of Member Directed Pension Schemes chairman Claire Trott.
Godfrey said: “At a time when retirement advice is under the microscope, this year’s awards submissions showed how impressive many of the people working in the retirement advice space really are. The submissions showcased an array of talent, and persistently demonstrated a client-centric approach to financial planning.
“Though this industry has faced heavy scrutiny from both the regulator and MPs, as well as its fair share of bad press, these awards are well placed to remind us of the lengths the majority of those working in the sector go to, to ensure their clients have enough money and confidence for a happy retirement.”
The full list of winners:
Best Individual Pensions Advice Firm of the Year Award – London, the South East and East Anglia
Wingate Financial Planning
Best Individual Pensions Advice Firm of the Year Award – Midlands
Rowley Turton (IFA) Ltd
Best Individual Pensions Advice Firm of the Year Award – Scotland and the North
Berry & Oak
Best Individual Pensions Advice Firm of the Year Award – South West and Wales
Strategic Solutions Chartered Financial Planners
Young Retirement Planner of the Year Award – London
Ben Thomas, Chase de Vere
Young Retirement Planner of the Year Award – UK (excluding London)
Jon Hickson, Strategic Solutions Chartered Financial Planners
Best Equity Release Adviser of the Year
Anstee & Co Ltd
Best Estate Planning Adviser of the Year
Plutus Wealth Management
Best Pensions Freedom Service Award
Best SIPP Service Award
Talbot and Muir Ltd
Outstanding Customer Care Award
Prosperity Wealth Ltd