FINANCIAL ADVISER OF THE YEAR

Sponsored by

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Financial advisers educating themselves on alternative investments and actively recommending them can demonstrate additional value to clients…

The Financial Adviser of the Year award recognises an individual who can demonstrate they are best able to advise on alternative investments as part of their investment proposition. Reviewed in context of size of client base and the proportion of alternative investment in client portfolios, a panel of judges will score each entry based on questions related to Knowledge and insight, Application of expertise, Promotion of alternative investment, Compliance and Regulation, and Management of risk. The entry with the highest overall score will win.

2017 Finalists:

  • Alistair Candlish, Carrington Investments
  • Dennis Hall, Yellowtail Financial Planning
  • Stephen Jones, Clear Solutions
  • Jonothan McColgan, Combined Financial Strategies
  • Nick Reeves, Tilney
  • Vanessa Townshend, Springfield Financial

This award has kindly been sponsored by LGBR Capital

SPONSOR

Jack Rose, Business Development Director for Tax Products at LGBR Capital

The quality of advisers active in the alternative investment sector has been demonstrated by the ‘Financial Adviser of the Year’ shortlist for the past two years, so LGBR Capital is therefore delighted to support the Growth Investor Awards campaign for a third consecutive year. We will cover the advisers’ cost of entry for the Financial Adviser of the Year award, to encourage as many entries as possible from the best advisers in the sector.

Past Winners

3/19

Combined Financial Strategies

Winner

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At Combined Financial Strategies (CFS) we believe there’s more to securing your future than just investing in the right products. We approach planning with ‘synergised thinking’ – carefully integrating your policies, accounts and investments so they’re working harder together to achieve your personal and professional goals.

http://www.cfsorg.com/

12/19

Almary Green

Winner

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Almary Green is a small lawn in the Cathedral Close in Norwich, it was in an office overlooking this lawn that the future directors of this newly conceived company sat discussing potential names. The company spent its first 4 years in premises alongside Almary Green, before moving to the new open plan building on Meridian Business Park in 2005.

Our advisers are not paid according to sales targets, this means that our advice is truly impartial – and you will never receive a bill that you are not expecting.

All our advisers are fully qualified and are supported by a strong back-office team of para-planners and administrators.

Knowledge and skills are constantly refreshed through regular product and regulatory updates and staff at all levels are given both the time and encouragement to study for further professional qualifications.

The advisers have their own area of expertise and, working as a team, we tap into each other’s knowledge where needed, to ensure that the advice you receive is fully tailored to your specific circumstances.

http://www.almarygreen.com/