Events  

Tailor-made winners gather in Savile Row

Hosted by Philippa Gee of Philippa Gee Wealth Management, the event was held at the exclusive Sartoria restaurant in London’s Savile Row.

Winners across the provider categories were chosen by the readers of Financial Adviser, while IFA award winners were nominated by their peers before being shortlisted.

These were then judged by Bob Bullivant, chief executive of Annuity Direct, and Billy Burrows, director of the Better Retirement Group.

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Paul Richardson of Concept Financial Planning won both the overall life and pensions and the individual Sipp-pension adviser awards. Carl Lamb of Almary Green walked away with the group pension adviser award, with judges praising his service delivery to clients and his excellent business proposition.

Sarah Fullaway of Oviso picked up the winner of the protection adviser award for the second year running.

Worcester-based McCarthy Taylor picked up the award for small life and pensions firm award, with the judges impressed by the company’s professional approach, community support, strong governance and long-term business strategy.

The newly-qualified adviser of the year award went to Jonathan Halsall of Lift Financial. The judges said that if he were representative of newly-qualified advisers, the future was in safe hands.

For the full list, turn to Page 25 of this week’s issue