Winner

Small Adviser of the Year (less than 5 ARs)

First Wealth

London-based First Wealth scooped the highly sought after Small Adviser of the Year award. The business showcased a firm grasp on client, regulatory and profitability issues. Its aspirations for growth, backed up by a solid business plan, led judges to the conclusion it is a company that “really knows where it is going”. One judge said: “There is lots to like about this business. It is a sensible size and has some good numbers. It is clear that this is a good financial planning business and a very worthy winner.”

Highly commended
  • Investment Quorum
Shortlisted
  • Fiducia Wealth Management
  • Fortitude Financial Planning
  • Harpsden Wealth Management
  • Smart Financial