2025 Wealth Management Awards Results

Category	Company	Winner / Finalist	Website
Innovation in Wealth Management	The Easy Exit Group Partnership	WINNER	https://www.theeasyexitgroup.com/
Investment Advisor of the Year	Raymond James, Golders Green	WINNER	https://goldersgreen.raymondjames.uk.com/uk/
Best Wealth Management Firm	MASECO Private Wealth	WINNER	https://masecoprivatewealth.com/
Private Wealth Advisor of the Year	Coppice	WINNER	https://coppicewealth.com/
Wealth Manager of the Year	Wilcocks & Wilcocks	WINNER	https://martinwilcocks.co.uk/
Innovation in Wealth Management	Invictus Wealth Consultants	FINALIST	https://www.invictuswealth.co.uk/
Private Wealth Advisor of the Year	Circle Wealth Partners	FINALIST	https://www.circlewealth.co.uk/
Wealth Manager of the Year	Raymond James, Golders Green	FINALIST	https://goldersgreen.raymondjames.uk.com/uk/
Best Wealth Management Firm	Landmark IFA	FINALIST	https://www.landmarkifa.co.uk/
Investment Advisor of the Year	Wilcocks & Wilcocks	FINALIST	https://martinwilcocks.co.uk/

Category

Company

Individual

Winner / Finalist

Website

Innovation in Wealth Management

The Easy Exit Group Partnership

WINNER

https://www.theeasyexitgroup.com/

Investment Advisor of the Year

Raymond James, Golders Green

WINNER

https://goldersgreen.raymondjames.uk.com/uk/

Best Wealth Management Firm

MASECO Private Wealth

WINNER

https://masecoprivatewealth.com/

Private Wealth Advisor of the Year

Coppice

WINNER

https://coppicewealth.com/

Wealth Manager of the Year

Wilcocks & Wilcocks

WINNER

https://martinwilcocks.co.uk/

Innovation in Wealth Management

Invictus Wealth Consultants

FINALIST

https://www.invictuswealth.co.uk/

Private Wealth Advisor of the Year

Circle Wealth Partners

FINALIST

https://www.circlewealth.co.uk/

Wealth Manager of the Year

Raymond James, Golders Green

FINALIST

https://goldersgreen.raymondjames.uk.com/uk/

Best Wealth Management Firm

Landmark IFA

FINALIST

https://www.landmarkifa.co.uk/

Investment Advisor of the Year

Wilcocks & Wilcocks

FINALIST

https://martinwilcocks.co.uk/

Is there anything to pay if I don't get an award?

There’s absolutely nothing to pay! Only entries that subsequently win the top award within their category will be charged. Finalist (runners up) awards will be offered for each category free of charge.

Does my company have to be UK based?

We encourage companies from all over the world to enter our awards, but you must do a significant amount of business with UK based companies to qualify. If we need to ask you any questions during judging, we’ll contact you via email to confirm the above.

How many awards and award categories can I apply for?

There is no official limit on the amount of awards or award categories you can enter. Increase your chances of winning by applying for multiple awards and award categories.

How do you ensure that all entries are judged fairly?

In order to reduce bias on our part, we don’t run awards in areas / sectors in which we may have a commercial interest.

Our private and public judging panel is composed of internal staff, guest/external industry experts. All judges need to declare any possible conflict of interest.

We follow a stringent scoring process which has been carefully designed to ensure entries are judged fairly and consistently within each category.

We are constantly reviewing our practices and procedures to further strengthen the process.

In April 2023, our judges panel was launched.
There is no fee associated fees with joining the panel. The panel is composed of experts across all sectors and our guest judges are frequently rotated to avoid burnout, to fit in with their existing commitments and to remove conflict of interest in some cases.
We do not publish specific awards’ judges list before or after the awards have been judged – this is to protect our judges confidentiality / right to anonymity and to further reduce conflicts of interest leading up to the final judging session.

What are the entries judged on?

We score entries on a number of areas but the key criteria is how different you are from others in your sector. We also check if an example/review/testimonial/case study is provided, quality of example provided and validity.

The best way to stand out is to be as succinct as possible while providing enough detail, with a specific example related to category.

What happens if I win an award?

If you win an award we’ll send you a private email (ahead of the official announcement) congratulating you on your achievement.

You will receive a link to an Award Acceptance Form where you can accept or decline your awards and select trophies.

We can only announce you as a winner if you accept the award and agree to be invoiced for your Award Acceptance Fee.

How do I pay?

We will send you a NET 30 invoice for any fees. The invoice includes our bank details and options to pay by all major credit / debit cards using PayPal or Stripe.

Do you offer discounts?

No, we do not offer discounts on Award Acceptance Fees. To make our programme fair to all, we have a strict policy regarding discounts. Any sector specific, sponsor related or seasonal offers will be communicated to your privately.

What's the schedule?

The applications deadline will be announced and when this is reached, no additional applications will be accepted.

In most cases, the awards will be announced 30 days after the final deadline date.

We frequently launch new awards across additional sectors. The deadlines and scheduling may be different depending on the award so please visit the relevant award page or Shortlist page for more information, or shoot us an email/Live Chat message!

Trophies: We ship all trophies FREE to UK Mainland within 2 – 4 weeks of received payment. We are unable to ship any trophies until full payment of the invoice has been received. This is to prevent fraudulent use of the trophy and award. Any errors will be responded to within 24hrs of receipt of complaint, and trophies will be remade/resent (at our cost) should a trophy be received in error. Please note: remanufacture and redelivery can take up to 7 days.

Am I guaranteed to get an award?

You’ll only get an award if you deserve it (after all entries have been assessed and compared against our scoring matrix).

Even if you’re the only entry in a particular award category, we won’t automatically give you the award – we’d invite additional entries instead.

We’ll never accept any money or offer of payment upfront (before you are offered the award).

Do you charge VAT

Yes. The prices displayed on the website are ex VAT. VAT will be charged at the point of payment.

Are UK business awards tax deductible?

We consulted some of the UK’s leading accountants, and the general consensus is YES – you can claim business awards as a deductible marketing expense! You can read more here: Entering or Winning Business Awards – The Tax Advantages

2025 Wealth Management Awards Results

Congratulations to all Winners and Finalists!

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Top 5 Reasons To Enter UK Business Awards

1. Your company’s profile and reputation may be enhanced by being a finalist or winning UK business awards.

2. UK business awards can increase sales, create new partnerships, and attract new customers.

3. Winning UK business awards can lead to higher employee retention rates and a better work-life balance for you and your team.

4. By entering and winning UK business awards as a director, owner or CEO, you’ll be recognised as a top player in your field.

5. You’ll learn how to improve your marketing strategy, customer service, branding, or finance skills.

Frequently Asked Questions

Congratulations to all our Award Winners!

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