HALIFAX, UK. January 29th, 2024 – Business Awards UK is honoured to announce the distinguished winners of the 2023 Wealth Management Awards, recognising outstanding achievements in wealth management, financial planning, and estate services. These awards celebrate the firms and individuals who have demonstrated exceptional skill, expertise, and dedication to their clients’ financial well-being.
2023 Wealth Management Awards Winners
● Charles Wade Finance – Best Wealth Management Firm
● Kirby & Knott Financial Planning – Financial Planner of the Year
● Capital for Life – Retirement Planning Expert of the Year
● Complete Estate Protection – Estate Planning Specialist of the Year
● Leon Alden, Corcillium Wealth Management – Wealth Manager of the Year
2023 Wealth Management Awards Finalists
● James Wade, Charles Wade Finance – Financial Planner of the Year, Wealth Manager of the Year
● Capital for Life – Estate Planning Specialist of the Year
● TrustDocs – Estate Planning Specialist of the Year
● Corcillium Wealth Management – Best Wealth Management Firm
● Leon Alden, Corcillium Wealth Management – Retirement Planning Expert of the Year
The winners of the 2023 Wealth Management Awards have set a precedent for excellence, showcasing their proficiency in navigating complex financial landscapes to secure their clients’ futures. Charles Wade Finance has been recognised for its superior wealth management services. Kirby & Knott Financial Planning received accolades for their unrivalled financial planning advice.
Capital for Life’s expertise in retirement planning has been acknowledged, ensuring clients are well-prepared for their future. Complete Estate Protection has been honoured for its dedicated focus on safeguarding clients’ legacies through meticulous estate planning.
Additionally, the finalists have all exhibited a high calibre of financial acumen and client dedication. James Wade’s expertise at Charles Wade Finance and Leon Alden’s strategic vision at Corcillium Wealth Management have both been commended, marking them as leaders in their respective categories.
The 2023 Wealth Management Awards are a testament to the exceptional service and innovative strategies these professionals provide, helping clients to achieve their financial goals with confidence and clarity. Their contributions to wealth management and financial planning play a vital role in the economic health and prosperity of individuals and families alike.
For more information about the 2023 Wealth Management Awards or to request interviews with the winners or finalists, please contact Business Awards UK.