The results are in...

This inaugural year of the Awards generated lots of interest and, across the four categories, we received over 100 entries from firms of all sizes. Thank you everyone that submitted an entry.

The quality of the entries was also very high, and the judges were impressed with the variety of vulnerability support they described, and their positive impact on customers experiencing vulnerability.

Selecting the successful entries was not an easy task and, in the Up Close and Personal category, the judges allocated an additional Highly Commended award as the entries were of an equally high standard.

We’re pleased to reveal who the judges decided should receive the honours in these inaugural awards:

Up Close and Personal
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Winner: RICHSTONE PARK FINANCIAL PLANNING

What the judges said: “The care, compassion and effort the adviser demonstrated towards this customer is way beyond anything I’ve heard before.” Jenny Cadman

Highly Commended:
ASQUITH FINANCIAL SERVICES
CLEAR CUT FINANCIAL PLANNING
JANE BOWNAS WEALTH MANAGEMENT

Data and Technology
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Winner: AIR GROUP

What the judges said: “What impressed me about this entry was that they anticipated the market with excellent use of technology which is being applied now, and they're also collaborating with effectively a fintech start-up” John Sommerville

Highly Commended:
MAZARS FINANCIAL PLANNING
NEW FOREST WEALTH MANAGEMENT

Company of the Year
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Winner: MAZARS FINANCIAL PLANNING

What the judges said: “This entry included some very good examples and the initiatives being worked on or proposed are impressive. The use of external specialists and further education is great to see.” Johnny Timpson


Highly Commended:
KEY GROUP
MATRIX CAPITAL

Vulnerable Customer Champion
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Winner:
KATHRYN KNOWLES of Cura Financial Services


What the judges said: “What stood out with her entry is the quality of the examples given, the positive impact that they’re having and they include areas of vulnerability that are incredibly important but not always immediately obvious .” Tish Hannifan


Highly Commended:
EMMA MOORE of Key Group
ROBIN MELLEY of Matrix Capital

 

Many congratulations to all the Winners and Highly Commended recipients who will each receive a prestigious trophy and award logo.

Watch this space for more insight into what set these entries apart.