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Citywire Regional Star Awards 2014: South West shortlist

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.

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Charles Stanley - Cirencester

Led by investment manager Richard Fowler

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Brewin Dolphin - Exeter

Led by divisional director Tim Walker

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Brewin Dolphin - Plymouth

Led by divisional director Brian James

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Quilter Cheviot Investment Management - Salisbury

Led by executive director Paul Sexton

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Whitechurch Securities - Bristol

Led by managaing director Gavin Haynes

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Profile: The opportunity set that attracted Brett Williams to wealth management

Profile: The opportunity set that attracted Brett Williams to wealth management

Brett Williams is best known for helping to build some of the biggest platforms in the IFA market.He made the move over to wealth management to head SEI’s UK business earlier this year in the belief that this is where the best opportunities now lie.

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