Winner

Scottish Widows Adviser Firm of the Year

Aspect8

Aspect8 was crowned Adviser Firm of the Year for the quality of its advice and the strength of its technology. The company toppled last year's winner Saunderson House from the top spot. The judges praised the way Aspect8 had invested in its technology to design a way of advising low value clients, with one judge commenting that the firm was "anticipating how clients will want to interact" with their adviser in the future. The strength of its financial performance was also praised, but the judges noted this was driven by clear, client-focused ethical principles. The passion for the business came through loud and clear, and the judges agreed this was a business that was "pushing frontiers". Another judge said: "Aspect8 has all the prerequisite components of a quality advice firm. You cannot fault it."

Shortlisted
  • 2plan wealth management
  • Almary Green Investments
  • Saunderson House
  • True Potential Wealth Management