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Shortlists Announced


We’re pleased to announce that three of BRI’s employees have recently been shortlisted for professional awards.

Jordan Laight and Barney Sears have been nominated by Professional Advisor for Paraplanner of the Year and Newcomer of the Year respectively.

The Professional Advisor Awards is in its 19th year. “The awards celebrate success for advisers and providers in all corners of the UK as well as recognising the best in multi-asset investing, paraplanning, client engagement, Consumer Duty, and more.”

In addition to the above, Harriet Troth has been shortlisted for The Business Desk’s Sales & Marketing Leader 2024.

“TheBusinessDesk.com created the West Midlands Leadership Awards to celebrate the people that are role models within their organisations and raise the bar for their competitors. The winners will show the qualities of extraordinary leadership and be able to demonstrate the positive impact this has had.”

In addition to the above BRI has also been shortlisted for Professional Adviser’s Adviser Firm of the Year 2024 – Midlands and East Anglia.

Winners will be announced by the organisers in March, and we wish our colleagues the best of luck.

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