Apart from the eventual victors, there were also significant numbers of Accredited Firms among those shortlisted at January’s New Model Adviser Awards dinner in London.
The accredited firms who won were:
- East of England – KMD Private Wealth Management
- Midlands – Cooper Parry Wealth
- Scotland and Northern Ireland – AAB Wealth Chartered Financial Planners
- South West – Epoch Wealth Management
- Wales – Penguin Wealth
The other winners were:
- Greater London – First Wealth
- South East – Skerritt Consultants
- The North - Equilibrium Asset Management
Anthony Villis of First Wealth, which was the winner of the IFP’s 2015 David Norton award, said: “We have worked incredibly hard over the last two years to improve our business and put in place the systems and processes required to aid our growth by giving clients a brilliant customer experience.
“Following our success in winning the David Norton building excellence award, we are really excited about the future, and this award success was a great start to 2016 for us. We are confident that the business will look even better in 12 months’ time than it does today.”
Craig Palfrey CFPTM Chartered MCSI said his fellow Penguin Wealth colleagues felt that winning the award was a great achievement. He said: “We have been shortlisted many times so to finally end up as winners was extremely rewarding. It was great to see so many other Accredited Financial Planning Firms among the winners and shortlisted firms. It provides yet more evidence that these firms really do represent the pinnacle of our profession and we are extremely proud to be among them.”
The assessment process involved firms submitting answers to detailed questions about their businesses.