We’re proud to honour the exemplary talent and commitment of the winners and finalists of the 2023 Wealth Management Awards. This prestigious event recognises those who have demonstrated exceptional skill, dedication, and innovation in wealth management, financial planning, and estate services, ensuring their clients’ financial prosperity and security.
2023 Wealth Management Awards Winners
A significant achievement for Charles Wade Finance, crowned as the Best Wealth Management Firm. Their team of highly qualified and experienced advisers is dedicated to developing and executing sound long-term financial plans, providing personalised and independent advice since 2010.
Kirby & Knott Financial Planning is honoured as the Financial Planner of the Year. With over 25 years of friendship and partnership, their family-run practice is committed to creating personalised financial plans that evolve with their clients’ lives, ensuring long-term relationships and tailored solutions.
The Retirement Planning Expert of the Year Award goes to Capital for Life. Their comprehensive support and education empower financial advisors to build more successful practices, maximising the value of life insurance in client portfolios and enhancing the overall client experience.
Complete Estate Protection clinches the Estate Planning Specialist of the Year Award. With over 20 years of experience and a commitment to straightforward advice and fixed pricing, they ensure their clients’ hard-earned assets ultimately benefit their loved ones, providing peace of mind and security.
Leon Alden of Corcillium Wealth Management is celebrated as Wealth Manager of the Year. Their bespoke financial planning solutions and commitment to clear communication, responsiveness, and tailored advice set them apart, ensuring their clients’ financial future is secure and prosperous.
Honouring the Finalists
The 2023 Wealth Management Awards also recognised a distinguished group of finalists, each showcasing remarkable expertise and dedication to their clients:
- TrustDocs – Finalist for Estate Planning Specialist of the Year
- Corcillium Wealth Management – Finalist for Best Wealth Management Firm
- Leon Alden, Corcillium Wealth Management – Finalist for Retirement Planning Expert of the Year
- James Wade, Charles Wade Finance – Finalist for Financial Planner of the Year, Wealth Manager of the Year
In conclusion, the Business Awards UK 2023 Wealth Management Awards not only celebrate the outstanding achievements of these professionals and firms but also highlight the essential role they play in ensuring the financial well-being of their clients. Their expertise, innovative strategies, and client-focused services contribute significantly to the prosperity and economic stability of individuals and families. We applaud their success and look forward to their continued contributions to the field of wealth management.