Our awards and achievements to date are a testament of our focus towards promoting excellence within our industry
As the FT’s specialist publication for financial professionals, FTAdviser’s 2019 Top 100 Financial Advisers list uses data collated by Strategic Insight to provide a snapshot of some of the very best intermediaries working in the UK today. They considered the growth rate of the advisory businesses, the number of years of experience each business has managing assets in different economic and interest-rate environments and how highly qualified its advisers are.
PFS Pension Transfer Gold Standard
We are proud to have adopted the “Pension Transfer Gold Standard”. The Gold Standard is a voluntary code of good practice for safeguarded and defined benefit pension transfer advice, based around a set of nine principles which we are proud to adhere to. Our compliance with the standard is monitored by the Chartered Insurance Institute’s Personal Finance Society. The Personal Finance Society (PFS) is the professional body for the financial advisory profession in the UK, whose role is to promote ethical behaviour, the highest standards of professionalism for technical knowledge and client service for the ultimate benefit of the profession and consumer alike.
Investment Life and Pensions Moneyfacts Award 2019 - Commended
The Investment Life & Pensions Moneyfacts Awards showcase all the hard work conducted by the financial services community and recognise the product providers and financial advisers that have excelled over the last 12 months. We are delighted to have been announced as Finalist in the Investment Adviser of the Year category with the winner being announced on 19th September 2019 at the London Hilton on Park Lane.
Retirement Planner Awards 2019
Retirement Planner Awards will celebrate how providers and intermediaries are rising to the challenge of pension provision, particularly in light of the 2015 pension freedoms and the increasing number of pension scams. We are delighted to have been named as a finalist in the Best Individual Pensions Advice Firm of the Year category.
Money Age Awards 2019
Advanta Wealth were shortlisted as Financial Adviser Award: Small to Medium Firm of the Year at the MoneyAge Awards, celebrating the excellence, innovation, and professionalism in the ever expanding and innovative personal finance space. They honour personal finance specialists that have proved themselves ahead of the game in the field of consumer finance with their product provision, innovation, focus on value and customer service. The winner will be announced at the Waldorf Hilton London on 10th October 2019
Growth Investor Awards 2019
We have been announced as finalists in the Financial Adviser of the Year and Wealth Manager of the Year categories. The judges will assess performance based on overall impact, including education and advisory services, applying expertise that adds value, promoting compliance and tax-efficiency, overcoming challenges, customer feedback, and business impact.
Finance Monthly Game Changers Awards 2019
These awards aim to highlight the best and brightest in the business, be it due to their exceptional business practices, solid leadership or dedication to get results. To be a true Game Changer, you need to have helped to shape and transform the corporate landscape across the business world. Game Changers are consistently forward- thinking and are frequently found driving fresh ideas and taking steps to achieve the unprecedented.