Financial Adviser and Wealth Manager finalists get ready for Growth Investor Awards 2018 finish line

  • Six outstanding individuals will compete shoulder-to-shoulder for this year’s coveted Financial Adviser of the Year prize. And six market-leading firms are eyeing the winning line for the hotly contested Wealth Manager of the Year accolade.
  • Winners will be announced at a black-tie dinner for 450 guests, now in its fourth year, on Wednesday November 7 at Royal Lancaster Hotel, London.
  • Visit growthinvestorawards.com/finalists for a full list of all finalists and information on how to attend the event.

Competition for every award category has reached an all-time high in the Growth Investor Awards 2018, with the best financial advisers and wealth managers getting ready to face what’s going to be a very intense second round of voting.

Intelligent Partnership’s research team and our expert advisory board have had their work cut to make their final choices. Every single finalist stands out for their professional successes, providing exemplary intermediary services, and ultimately playing vital roles in supporting the SME investment community and fueling UK economic growth.

After considerable deliberation, the judging panel is thrilled to announce this year’s contenders for the Financial Adviser of the Year award, sponsored for the fourth year running by LightTower Partners:

  • Ed Holder, Holder & Combes
  • Ian Smyth, Johnston Campbell
  • Jonothan McColgan, Combined Financial Strategies
  • Mike Hodges, Carrington Investments
  • Stephen Jones, Clear Solutions Financial Planning
  • Vanessa Townshend, Springfield Financial Services

Arriving at the final group of six standout finalists in the Wealth Manager of the Year award, sponsored for the first time by Kin Capital, was equally difficult. It is a great pleasure that we announce:

  • Amicus Wealth
  • Barclays Wealth Management
  • Carrington Investments
  • Johnston Campbell
  • Tavistock Wealth
  • UBS

Intelligent Partnership will reveal even more finalists for other awards over the coming weeks. Look out for further exciting announcements.

Guy Tolhurst, Managing Director of Intelligent Partnership, said:

The Growth Investor Awards have rightly become a major focal point in the the UK’s SME investment community calendar. During one evening of the year, we come together to celebrate a whole year of vibrant energy, dedication and groundbreaking stories. We’ll celebrate the inspiring individuals and truly leading organisations as winners for their ability, bravery and commitment in helping UK entrepreneurs power Britain’s economic growth.

 

Every year we’re proud to see established industry figures and companies go from strength to strength in the Growth Investor Awards. It’s equally exciting to see emerging contenders bring their own blend of impressive qualities, flair and drive. Together, they are pushing boundaries and creating very positive investment outcomes, making meaningful impact beyond the money they put into UK businesses, and inspiring even more success stories. We’re thrilled to be showcasing the truly impressive SME investment community.

Over the summer, the shortlisted finalists will go to a second round of judging by a minimum of three experts drawn from an independent panel of more than 35 judges.

All of the judges’ scores will be collated to determine the winner in each category. A personalised feedback and benchmarking report will be given to all finalists, providing them with valuable insight on areas of improvement.

The winners across all 17 award categories will be announced at an exclusive black-tie awards dinner held on Wednesday November 7 at the Royal Lancaster Hotel, Lancaster Gate, London.

The awards programme is guided by an Advisory Board including Irene Graham, CEO of the ScaleUp Institute; Luke Johnson, Chairman of Risk Capital Partners; Claire Cockerton, Founder and Ambassador of Innovate Finance; Tim Hames, Director General of the British Private Equity and Venture Capital Association (BVCA); Emma Jones MBE, CEO of Enterprise Nation; Simon Devonshire OBE, former Entrepreneur in Residence at BEIS; and Michael Hayman MBE, Co-founder of Seven Hills.

Launched in 2015, the Growth Investor Awards celebrate companies and individuals involved in putting investment to work in high-potential businesses. The awards honour those providing or helping to source investment and leading players that are helping to optimise growth capital for scaling UK companies.

Information about previous award winners, judges and selection criteria for each award can be found at growthinvestorawards.com.

2018 Growth Investor Awards: Finalists so far

Financial Adviser of the Year

  • Ed Holder, Holder & Combes
  • Ian Smyth, Johnston Campbell
  • Jonothan McColgan, Combined Financial Strategies
  • Mike Hodges, Carrington Investments
  • Stephen Jones, Clear Solutions Financial Planning
  • Vanessa Townshend, Springfield Financial Services

Wealth Manager of the Year

  • Amicus Wealth
  • Barclays Wealth Management
  • Carrington Investments
  • Johnston Campbell
  • Tavistock Wealth
  • UBS

Best BR Investment Manager AIM

  • Blackfinch
  • Downing
  • Octopus Investments
  • Puma Investments
  • Stellar Asset Management
  • Thorntons Investments
  • TIME Investments

Best BR Investment Manager Non-AIM, sponsored by Reyker

  • Blackfinch
  • Downing
  • Ingenious
  • Octopus Investments
  • Oxford Capital
  • Puma Investments
  • TIME Investments
  • Triple Point

Best VCT Investment Manager, sponsored by Crowe UK LLP

  • Albion Capital
  • Beringea
  • Calculus Capital
  • Octopus Investments
  • YFM Equity Partners

Best EIS Investment Manager, sponsored by Mainspring Fund Services

  • Calculus Capital
  • Deepbridge Capital
  • Mercia Technologies
  • MMC Ventures
  • Par Equity
  • Sapphire Capital Partners
  • Seneca
  • Symvan Capital

Best SEIS Investment Manager, sponsored by RW Blears LLP

  • Daedalus Partners
  • Deepbridge Capital
  • Earthworm Capital
  • Sapphire Capital Partners
  • Symvan Capital

Exit of the Year

  • Albion Capital
  • Beringea
  • Foresight
  • Par Equity
  • YFM Equity Partners
  • Seneca

Growth Investor of the Year, sponsored by Beauhurst

  • Albion Ventures
  • Calculus Capital
  • Deepbridge Capital
  • Mercia Fund Managers
  • MMC Ventures
  • Octopus Investments
  • Oxford Capital
  • Seneca

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