Winner

Best Small Protection Adviser (fewer than 5 advisers)

Plan Money

Plan Money was the standout firm in the Best Small Protection Adviser category, a new award for 2015 to reflect the spectrum of advisers in the protection space. The judges were impressed by Plan Money’s business model, which focuses on protection as part of a wider advice service. The company has also recognised that separating out the advice from the application process allows it to focus on giving good advice. The winner was commended for its business quality and professionalism, and that in addition to a “common sense” approach to protection, the firm was also making strides to grow the protection market.

Shortlisted
  • Cura Financial Services
  • Highclere Financial Services
  • Rowley Turton (IFA)