Alex Whitson, managing director of VouchedFor
Lancashire-based Financial Planner Brett Garlick of Bury Financial Advisers won the Financial Adviser of the Year category at the recent VouchedFor Client Experience Awards.
Mr Garlick is a retirement planning specialist who has been working in the profession since 1994.
Highly commended were: Christian Derrick (Stephenson Johnson Financial Planning), Mary MacFarlane (Mary MacFarlane Financial Planning), Ranjit Virk (Wealthwide), Steven Mcknight (McKnights Associates Wealth Management), and Tasha Pullen (SJP - Hamilton Pullen Financial Planning).
The awards were based on the strength of 90,000 client feedback reviews collected on VouchedFor and Elevation during 2024.
Alex Whitson, managing director of VouchedFor, said: “The Client Experience Awards are a deliberately different take on awards. The shortlist and winners are decided entirely by client feedback - with no judges.
“The inaugural ceremony brought together leaders from across the advice profession to celebrate the brilliant work that advisers do for their clients, and inspire ongoing excellence.”
Winners of firm-level categories
Category
|
Winner
|
Client trust
|
GPFM
|
Client communication
|
Argentis Wealth Management
|
Client champion
|
Westminster Wealth Management
|
Client care (financial advice)
|
The Private Office
|
Client care (protection advice)
|
WealthWide
|
Client impact
|
Newcastle Financial Advisers
|
Client experience
|
Smith and Wardle
|
Small Finance Advice Firm of the Year
|
David James Wealth
|
Protection Advice Firm of the Year
|
LifeSearch
|
Large Finance Advice Firm of the Year
|
Westminster Wealth
|
Source: VouchedFor