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Citywire Regional Star Awards 2014: South West shortlist

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by Wealth Manager Team on Feb 21, 2014 at 10:11

As next month's Citywire Regional Wealth Star awards get closer, we move to one of the most competitive areas in the UK to reveal the five names in the frame for the South West gong.

The methodology

The Citywire Wealth Manager Regional Stars Awards were voted for by hundreds of financial advisers across the UK in six key regions. These advisers ranked individual wealth management offices on four criteria: Investment outcomes, client reporting, relationship management and efficiency of service.

After revealing the nominations for Scotland and Northern Ireland, Northern England and Wales & the Midland, we reveal the five-strong shortlist for the South West.

Charles Stanley - Cirencester

Led by investment manager Richard Fowler

Brewin Dolphin - Exeter

Led by divisional director Tim Walker

Brewin Dolphin - Plymouth

Led by divisional director Brian James

Quilter Cheviot Investment Management - Salisbury

Led by executive director Paul Sexton

Whitechurch Securities - Bristol

Led by managaing director Gavin Haynes

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