Adviser Firm of the Year: Expert Wealth win big at prestigious awards

On 26 April, Professional Adviser hosted their 17th annual awards. Celebrating success across our profession, the ceremony acknowledges adviser firms and individuals at the top of their game.

With regional prizes and multiple awards up for grabs, it’s fiercely competitive. A win in any category is a mark of commitment and professionalism, and great news for the winner’s clients too.

Expert Wealth’s Sue and Harry headed to London for the black-tie event, and an unexpected award.

Adviser Firm of the Year

The Professional Adviser awards gave us a chance to showcase our knowledge, skill, and commitment. The three things that we believe made you, and the rest of our clients, want to work with us in the first place.

The judging panel looked for evidence of an outstanding, client-focused, and repeatable advice process – exactly what we deliver. Responding to a case study provided by the Personal Finance Society gave us a great opportunity to highlight our expert knowledge and diligent approach.

It was the same approach, in fact, that we take when advising you:

  • We begin by exploring your aims and dreams
  • We discover more about your aspirations and the financial objectives that can get you there; planning how to make your dreams a reality
  • Then we implement our plan and provide exemplary ongoing service to provide reassurance and a sense of control.

This approach won us our first award of the night, the regional prize for Adviser Firm of the Year for the South East.

But the awards didn’t end there.

The marquee prize, and the most highly coveted honour of the annual event, is the national award.

All of us at Expert Wealth Management are delighted and hugely proud, to announce that we have been named UK Adviser Firm of the Year for 2022!

Award success, and our VouchedFor top-rated status, give you confidence and peace of mind

Expert Wealth’s award win is great news for us as individuals and as a business, validating the approach we take and the hard work the whole team puts in.

Not only that, but we were also recently included in VouchedFor’s 2022 list of the UK’s top-rated adviser firms.

The guide, distributed by The Times, uses client reviews to compile a list of the best firms in the UK. Only 53 firms qualified throughout the UK, and Expert Wealth made the cut. Jonathan and Dominic are included as Top Rated Advisers. Read our recent VouchedFor top-rated status blog to find out more.

Our success is great news for you too.

Seeking our help to build a long-term financial plan means that you’re receiving advice from the best. You can be confident in the process, the controls we have in place, and the level of service we provide, all aligned to your goals and individual to you.

This leaves you free to relax, safe in the knowledge that your finances are in safe hands, giving you a sense of control over your financial future and peace of mind that we’ll be here for you whatever changes occur in the wider world.

A huge “thank you”

Having never entered the awards before, we didn’t know what to expect but Sue and Harry – our representatives for the evening – had a great night.

Winning the regional and national awards was the icing on the cake.

“It was brilliant,” says Sue. “And so unexpected, especially the first time around. I think I did a little dance on the way up to collect the trophy!”

Jonathan and Dom weren’t able to make the event and are both still in shock.

“We’re delighted,” says Dom. “Our VouchedFor success, based on feedback from our clients, was very special. Now, to have that validation from the adviser profession too is remarkable.”

It’s a real testament to the team, and the ethos that we have here at Expert Wealth” adds Jonathan. “I’m over the moon for everyone. I’m not sure I’m come down off the ceiling yet!”

On behalf of the whole Expert Wealth team, we’d like to thank the event organisers, the Yardstick Agency for their continued help and support, and you, our clients. We couldn’t do it without you and that’s why our dedicated team will continue to work tirelessly, helping to make your financial dreams a reality.

Get in touch

With decades of experience, VouchedFor top-rated status, and now an Adviser of the Year award to our name, Expert Wealth’s Chartered Financial Planners have the expertise and skill to help you reach your goals. If you have any questions about your financial future, please get in touch and speak to us today.

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West Wing, The Old Dairy,
High Cogges Farm,
Witney, Oxfordshire,
OX29 6UN