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Revealed: the New Model Adviser® 2018 award winners

Click through to see all the award winners from our annual conference and awards, which took place last week at the Park Plaza in Westminster.

East of England - Chamberlyns

Chamberlyns took home the award for the East of England region after a bumper year for the firm. Last year, chief executive Michael Smith was a panellist for the Social Impact Academy.

Geoff Husaunndee (pictured centre), chief operating officer at the Bedfordshire and Hertfordshire-based firm, collected the award. He said the firm’s approach to social impact investing made it forward-looking and in touch with future clients’ values.

‘It’s really looking ahead at the direction of travel,’ he said.

‘What we’re increasingly finding is clients, and particularly the future generations, going to find or wanting an avenue to deploy their capital in a meaningful way and in accordance with their values.’

East of England - Chamberlyns

Chamberlyns took home the award for the East of England region after a bumper year for the firm. Last year, chief executive Michael Smith was a panellist for the Social Impact Academy.

Geoff Husaunndee (pictured centre), chief operating officer at the Bedfordshire and Hertfordshire-based firm, collected the award. He said the firm’s approach to social impact investing made it forward-looking and in touch with future clients’ values.

‘It’s really looking ahead at the direction of travel,’ he said.

‘What we’re increasingly finding is clients, and particularly the future generations, going to find or wanting an avenue to deploy their capital in a meaningful way and in accordance with their values.’

Greater London - Mazars

New Model Adviser® awards veteran Mazars Financial Planning returned to pick up the Greater London award again in 2018, having taken home the award in 2017.

The business recently acquired Salisbury-based financial planning firm RCL Consultancy from The Embark Group, which added £300 million in assets under advice to the business’s roster. Following a record growth year, Mazars now has more than £1 billion of assets under advice.

Speaking after the win, partner Nigel Hutchinson (pictured centre) said the business had been lifted by the merger.

‘We’re excited about the RCL team joining us,’ he said. ‘They’re a great bunch of financial planners. We’re looking forward to integrating them and growing the business further in 2017.’

Scotland & Northern Ireland - Acumen Financial Planning

Like Mazars, Aberdeen-based Acumen Financial Planning was also back for more this year, picking up the award for Scotland and Northern Ireland for the second year in a row.

Director duo Keith Mackie (pictured centre left) and David Gow (centre right) said they were ‘honoured’ as they posed for our cameras.

‘We’re actually very honoured to be receiving this award for the second year in a row. It’s not just a testament to the leadership team at Acumen, it’s perhaps even more of a testament to all the team at Acumen Financial Planning.’

Mackie added the firm’s previous award had boosted the company’s profile: ‘To tell clients we’re award winners is great,’ he said.

The Midlands - Fortitude Financial Planning

The 2018 awards were a terrific return to form for this Northampton-based financial planning firm, as Fortitude took back the Midlands title from Cooper Parry Wealth.

Fortitude has had a fantastic year. Recent stories from the firm include director Neil Bailey joining a 12-strong panel of financial planners appointed by the Personal Finance Society to help promote and develop the financial advice profession.

Fortitude director Mark White (pictured centre) said: ‘I would hope it’s [to do with] our consistent philosophy.’

He added: ‘Proper financial planning is at the heart of what we do. We’ve never deviated from that over the years. We believe all clients need proper financial planning.’

The North - RPG Wealth

North Wales and Manchester-based RPG Wealth was also among the firms returning for more glory at this year’s conference, picking up the award for best Northern firm for the second year in a row.

Director Phillip Owen (pictured centre) said he thought continuing the firm’s efforts to build on its progress was crucial in its repeated success.

‘I think we’ve carried on with what we did [in 2016]’ he said. ‘We have three graduates in the team, and they’ve gone from strength to strength. They’re one or two exams away from diploma.

‘Afterwards, they’ll be looking to maybe help out on the advice side. We’ve got a compliance director who does nothing but compliance, and he really guides us well.’

The South East - Skerritt Consultants

It has been a whopper of a year for Brighton-based Skerritt Consultants, which in 2017 broke through the £1 billion in assets under management mark. Managing director Richard Skerritt even produced some billionaire shortbread to celebrate!

Investment manager Charlie Lloyd (pictured left centre) and business development manager Andrew Cooper (right centre) said there was little on the horizon that would change their enthusiasm for making the business bigger and better than ever.

Collecting the award, they said: ‘We are consistent in what we’re doing, and we’re just going to build on that really.

‘We’re just going to carry on. The passion is still there, across the whole firm, so we will continue growing.’

The South West - Paradigm Norton Financial Planning

The ink had barely dried on the news that Bristol-based Paradigm Norton would merge with London-based Red House Consulting when Barry Horner, chief executive of Paradigm Norton, arrived to collect this award for the eighth time. It was the talk of the conference.

Horner (pictured centre) said there were no specific acquisition plans in the pipeline just yet, although he did suggest the firm would keep growing.

‘The next few years are really going to be about integrating that business and making sure we get a great outcome for the Paradigm Norton clients in Bristol [and] London,’ he said.

‘Will we do another one? Yes we will, but we have no conversations going on at the moment.’

Wales - Thomas and Thomas

Thomas and Thomas managing director Darren Lloyd Thomas travelled six hours to reach our conference and awards from beautiful Haverfordwest. He described himself as ‘absolutely made up’ when he collected his award.

The business, which last year took on trainee financial planner Emma Jones, has been on quite a journey of its own since kickboxing enthusiast Thomas started it in 2006.

Speaking to us afterwards, Thomas (pictured centre) said this third award was the sweetest of all.

‘I don’t know why but this one just feels like the important one. I think sometimes you just need to be able to verify that you’re still as hungry as you were, still as keen as you were,’ he said.

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