The awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2015’.
Commenting on the firm’s shortlisting, Beverly Landais , Marketing & Business Development Director said: “Recognition has its own reward. We are delighted that our single-minded focus on servicing clients’ best interest has led to Saunderson House being shortlisted for Pensions advisor of the year”.
ClearView Financial Media’s Chief Executive, and Publisher of WealthBriefing, Stephen Harris, was first to extend his congratulations to the shortlisted firms.
He said: “The firms who have been shortlisted in these awards are all worthy competitors, and I would like to extend my heartiest congratulations. These awards are judged on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics.
“That is a unique, and I believe, compelling feature. These awards will recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.
“Our aim is to make these annual awards one of the brightest, and keenly contested highlights in the wealth management calendar.”
Winners will be announced at a gala awards dinner which will be held in London on 19 May at The Guildhall.