2023 Adviser firm awards
AWARD CATEGORIES, SHORTLISTS & WINNERS
BEST MARKETING OF PROTECTION FROM AN ADVICE FIRM
in association with
SHORTLIST
Protex Financial
The Protection Coach
Umbrella Protect
The Protection Parent
WINNER
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PROTEX FINANCIAL Protex Financial were awarded “Best Marketing of Protection” by an advice firm or network, thanks to their outstanding partnership and the implementation of several initiatives. |
Collected by Caroline Hume – Cirencester Friendly
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BEST NETWORK
in association with
SHORTLIST
HL Partnership
The Openwork Partnership
OWL Financial
Mortgage Intelligence
New Leaf Distribution
Sesame
WINNER
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THE OPENWORK PARTNERSHIP Openwork have restructured its relationship management team, and we believe they are making remarkable progress for their advisers and, ultimately, consumers. |
Collected by Caroline Hume – Cirencester Friendly
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PROTECTION SUPPORT GROUP/COMPLIANCE SERVICE
SHORTLIST
London & Country
SimplyBiz Services Ltd
Paradigm Protect
Auxilium Partnership Ltd
Sesame Bankhall Group
WINNER
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SIMPLYBIZ SERVICES LTD SimplyBiz has shown great commitment to supporting their advisers which is evident through their endorsement of consumer duty and the technology that they are implementing and the support provided in the directly authorised space. |
Collected by Caroline Hume – Cirencester Friendly
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BEST PROTECTION ADVICE FROM A MORTGAGE BROKERAGE
in association with
SHORTLIST
Cotswold Mortgage Solutions
Pam Brown Mortgages
London & Country
Windsor Hill Mortgages Ltd
Mortgage Advice Bureau
WINNER
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COTSWOLD MORTGAGE SOLUTIONS Cotswold Mortgage Solutions has shown commitment to delivering comprehensive protection advice for their mortgage clients, placing the client at the heart of their approach. |
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BEST INNOVATION FROM AN ADVICE FIRM
in association with
SHORTLIST
Assured Futures
LifeSearch
Pure Protect
WINNER
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LIFESEARCH For our industry to truly grow, the industry needs to become more visible at the times when potential clients should be considering Protection. LifeSearch has worked hard to partner with well known brands to ensure that protection is not overlooked. |
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BEST TRAINING INITIATIVE
SHORTLIST
London & Country
Mortgage Advice Bureau
The Openwork Partnership
WINNER
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LONDON & COUNTRY London & Country has demonstrated a structured approach towards training and stood out from the rest with their revisiting of training and bi-monthly testing. |
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PROTECTION ADVICE FIRM OF THE YEAR
in association with
SHORTLIST
London & Country
Pam Brown Mortgages
Vita
Assured Futures
HIGHLY COMMENDED
Pam Brown Mortgages
WINNER
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ASSURED FUTURES Assured Futures highlighted their dedication to their clients and their ongoing commitment to adviser training to ensure the best possible advice is given to every client. |
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