• Finalists named in the Financial Adviser of the Year and Wealth Manager of the Year categories
  • These awards celebrate the exceptional individuals and companies that do the most to promote growth investments for their clients
  • Now in its seventh year, the winners of this year’s Growth Investor Awards will be revealed at an awards ceremony in November

The final batch of finalists has been announced in the 2021 Growth Investor Awards. Today’s finalists are in the running for two awards: Financial Adviser of the Year and Wealth Manager of the Year. These categories celebrate the individuals and companies that do the most to actively promote alternative investments for their clients.

The Financial Adviser of the Year award recognises individual financial advisers who promote alternative investments. It is judged both on how they educate themselves and how they apply expertise to add value for their clients. The finalists in this category are:

  • Taylor Beavis (Universe Financial Advice)
  • Nick Combes (Holder and Combes)
  • Lottie Kent (True Financial Design)
  • Josh Lamb (Swallow Financial Planning)
  • Lena Patel (ISJ Independent Financial Planning)

The Wealth Manager of the Year award celebrates companies that promote alternative investments. Judges will look at how these companies optimise research and education, how they apply expertise to add value to their clients, and how they promote such investments as part of their portfolio. The finalists in this category are:

  • Ascot Wealth Management
  • Greystone Wealth Management
  • St. James’s Place Wealth Management
  • Tavistock Wealth

Commenting on the 2021 Growth Investor Awards, Guy Tolhurst, Managing Director of Intelligent Partnership, said: “We’re thrilled to be able to once again welcome our finalists in person to thank them for their drive and commitment in the last year.

Guy adds: “This industry is right at the heart of the UK’s investment-led recovery and helping the country to develop world-beating businesses, with explosive short-term growth and exciting long-term prospects in the post-Brexit context. Working with the right clients to engage with this crucial work takes real expertise and deserves high praise.”

The winners of all Growth Investor Awards categories will be announced live and in-person on the evening of Thursday November 4, 2021 at their prestigious new venue, the London Hilton on Park Lane.

More information about the selection process and previous winners is available on the Growth Investor Awards’ website: growthinvestorawards.com

About the Growth Investor Awards
Now in their seventh year, the Growth Investor Awards, organised by Intelligent Partnership, are a landmark event in the investment calendar. With the support of investors, businesses, government and industry bodies, they celebrate the companies and individuals who go above and beyond to support the UK’s growing businesses, and in doing so create jobs, boost economic growth and support innovation. Sponsors include Kin Fund Services, Mainspring, Exact Libris, RW Blears Solicitors, Shawbrook Bank and MICAP.

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