Congratulations
to the 2021 winners!

Please join us in celebrating the remarkable achievements of our six
worthy winners. All have demonstrated a level of service and excellence
this year that goes above and beyond expectations. Competition in every
category was tough and all our finalists deserve recognition. However,
there can only be one winner in each category and we’re delighted to
announce them.

Thanks to everyone who nominated or entered this year’s Trusted
Professional Awards, in partnership with Boom Radio.

Financial Adviser of the Year

Antony Cotchobos of Aurum Capital London

For the second year running, Antony received multiple nominations from customers, describing him as friendly, honest, professional and someone who consistently exceeds expectations.

Mortgage Adviser of the Year

Sheena Lalsingh of The Mortgage Clinic

In her many nominations, Sheena has been described as dedicated and knowledgeable, helping customers with niche mortgage solutions and offering customer service which is second to none.

Accountant of the Year

John Galvin of HFM Tax & Accounts

John was nominated for stepping in to solve what a previous accountant couldn’t, securing back overpayments in tax for their client.

Excellence Award

Graeme Crozier of Wren Sterling

With many nominations from his clients, it was clear that Graeme’s attention to detail, patience and empathy for his clients’ circumstances made him a deserving winner of this prestigious award.

Innovation Award

David Langley of Bluecoat Wealth Management

Not only has David introduced a number of new and innovative tools to deliver a truly bespoke client service, but he's also launched internships and apprenticeships to attract the younger generation to join the financial advisory world.

Covid-19 Response Award

Dean McSloy of The Private Office

Dean revolutionised TPO’s communications system by introducing a secure and paperless client portal, not only adapting to Covid-19 restrictions but also delivering on the company’s vision to improve ESG sustainability.

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