2021 FINALISTS

Financial Adviser of the Year - London

Carla Morris, Brewin Dolphin

Flora Stamato, Flora Stamato

Georgina Fry, Saunderson House

Henrietta Oxlade, Radcliffe & Newlands

Jill Ellicott, Bowmore Financial Planning

Kirsty Stone, The Private Office

Liz Kunzler, Raymond James

Sandy Pabial, Continuum (Financial Services)

Susie Footitt, Helm Godfrey

Veronique Morel-Kane, Raymond James

Vivienne Abbott, Brewin Dolphin

 

Financial Adviser of the Year - Midlands & East Anglia

Catherine Morgan, The Money Panel

Hannah Edwards, Eva Capital Management

Helen Vaughan, Woburn Street Financial Planning

Jillian Thomas, Future Life Wealth Management

Laura Thursfield, Mazars Financial Planning

Rebecca Davison, XL Finance

Rebecca Dorrian, Chase de Vere IFA

Susie Laws, Fiducia Wealth Management

Toni Chalmers-Smith, Tees Financial

Veronica Trotter, Quilter Financial Advisers

Zoe Till, Nelsons Solicitors

 

Financial Adviser of the Year - North East

Alice Baker, Active Investment Management/ Morgan Williams

Jenny Whitehouse, Tilney

Julie Dorling, Aviva Financial Advice

Lauren Trevarrow, Ashley Phillips

Lottie Kent, True Financial Design

Sarah Elson, Berry & Oak

Sophie Thornhill, CHN Financial Consultancy

Zoe Taylor, Lawrence Neil Wealth Management

 

Financial Adviser of the Year - North West

Allie Baglow, Allisons Financial Planning

Anne-Marie Atkins, Tilney

Carla Brown, Oakmere Wealth Management

Kaye Price, KP Financial Wellbeing

Loretta Mooney, Kellands (Hale)

Ruth Dolphin, Dolphin Financial

Sally Beresford, Tilney

 

Financial Adviser of the Year - Scotland & NI

Casey Graham, Bespoke Wealth

Catriona Smith, Chase de Vere IFA

Debbie Connolly, 1825 Financial Planning and Advice

Jennifer Greer, Athena Mortgages

Lisa Burke, Devine Wealth Management

Mary Hemingway, Truly Independent

Nicola Crosbie, Morgan Wealth Management

Tania Moran, Tilney

 

Financial Adviser of the Year - South East

Charlotte Rush, Burfields House Wealth Management

Eloise Hammond, SeventySeven Wealth Management

Jessica McGuigan, Critchleys Financial Planning

Kerry Nelson, Nexus IFA

Lorraine Sellwood, Eight Wealth Management

Louise Fitzgerald, Horlock Holdcroft Financial Consultants

Lynne Gadsden, Grovewood Wealth Management

Makala Green, Green Wealth Management

Maria Psarra, Morrinson Wealth

Robin Quirt, Burfields House Wealth Management

 

Financial Adviser of the Year - South West

Emma McNally, Chase de Vere IFA

Gemma Young, Queens Square Wealth Management

Kathryn Gannon, Themis Wealth Management

Louise Parsons, Continuum (Financial Services)

Lucy Allington, Hanselsbanken Wealth & Asset Management

Michelle Lambell, The Minster Partnership

Natasha O'Neill, Strategic Solutions Financial Services

Nishma Waite, 1825 Financial Planning

Rachel Sartin, Chase de Vere IFA

Sarah Pike, Peter Harding Wealth Management

 

Financial Adviser of the Year - Wales

Ceri Griffiths, Willow Brook Lifestyle Financial Planning

Emily Davies, Truly Independent

Gretchen Betts, Magenta Financial Planning

Jane Williams, Truly Independent

Kelly East, LUNA Financial Planning

Sofie Symonds, Innovia Wealth Management


Contribution to gender diversity

Aviva Financial Advice

Beckett Investment Management Group

Legal & General Financial Advice

Magenta Financial Planning

P&P Invest

Raymond James

RBC Global Asset Management

Rosewood Financial Planning

The Openwork Partnership

William Russell

Marketing Influencer of the Year

Amy Tyley, Progeny

Catherine Morgan, The Money Panel

Claire Barker, Brooks Macdonald

Jessica McGuigan, Critchleys Financial Planning

Karla Edwards, The Protection Parent

Laura Janes, Uniquity

Laura Martin, Sesame Bankhall Group

Lottie Kent, True Financial Design

Louise Fitzgerald, Horlock Holdcroft Financial Consultants

Michelle Hoskin, Standards International

Riona Mulherin, Paradigm Mortgage Services

Robyn Allen, Robyn Allen Solutions

Tamsin Caine, Smart Financial/Smart Divorce

 

Most inspiring returner

Alibar Crosthwaite, Trinity Lifetime Partners

Camilla Brewis, Beewise

Charlotte Harrison, iPipeline

Charlotte Woodward, Edentree Investment Management

Emily Davies, Truly Independent

Karen Hubbard, Beckett Financial Services

Lorraine Sellwood, Eight Wealth Management

Sally Stephenson, Mazars Financial Planning

Scarlett Musson, APS Legal & Associates

Tina Wilson, Woburn Street Financial Planning

 

Rising star

Ceri Griffiths, Willow Brook Lifestyle Financial Planning

Charlotte Corr, Old Mill Financial Planning

Charlotte Lidstone, The Money Mummy

Hannah Wemyss, NextWealth

Jessica Best, McLaren Capital

Jessica McGuigan, Critchleys Financial Planning

Katie Hately, Quay Financial Planning

Katja Stout, Quilter Financial Planning

Kaz Stubbington, Unique Financial Planning

Kelly East, LUNA Financial Planning

Kerry Boyle, NMBA

Lauren Trevarrow, Ashley Phillips

Shannon White, Peter Harding Wealth Management

Victoria Ross, Progeny

 

Role Model of the Year (Large Firms)

Alison Mollard, AJ Bell

Ann-Marie Atkins, Tilney

Anna Blake, St James's Place Wealth Management

Charlotte Lambeth, Charles Stanley

Gillian Hepburn, Schroders

Jane Bransgrove, Charles Stanley

Nicola Kavanagh, St James's Place Wealth Management

Rebecca Stein, Charles Stanley

Samantha Mirehouse, Aviva

Sara McLeish, Legal & General Financial Advice

Vicky Churcher, AIG Life

 

Role Model of the Year (small/medium firms)

Andrea Solana, MASECO Private Wealth

Annabel Gray, B-Compliant

Carla Brown, Oakmere Wealth Management

Charlotte Woodward, Edentree Investment Management

Helen Morgan, Robertson Baxter

Justine Randall, Tatton Investment Management

Kathryn Gannon, Themis Wealth Management

Kelly East, LUNA Financial Planning

Kirsty Stone, The Private Office

Nneka Orji, Morrinson Wealth Management

Sarah Hogan, KBA Financial Services

 

Team Leader of the Year

Aimee McTaggart, Chase de Vere IFA

Ann-Marie Atkins, Tilney

Emma Wilkinson, Holden & Partners

Helen Morgan, Robertson Baxter

Jo Campbell, Para-Sols

Laura Slater, Charles Stanley

Louise Thompkins, Legal & General Financial Advice

Nneka Orji, Morrinson Wealth Management

Sharon Hamilton, Chase de Vere IFA

Sue McFarlane, Plus Partner Services

Victoria Arrand, Vitality Life

 

Woman of the Year - Adviser Support Services

Anna Stoughton, Boring Money

Cathi Harrison, The Art of Finance

Claire Whitworth, SimplyBiz

Donna Hopton, Cherry

Elly Dowding, ESG Accord

Jacqueline Berry, My Care Consultant

Jennifer Peaty, Fintel

Lucy Mills, Praemium

Melony Holman, Compliance and Training Solutions

Michelle Hoskin, Standards International

Michelle Wilson-Stimson, Eparaplan

Nicki Hinton-Jones, Betafolio

Shaunagh Wilson, Eparaplan

Vicky Pearce, B-Compliant

Woman of the Year - ESG

Emma Foden-Pattinson, Charles Stanley

Hannah Street, St James's Place

Miranda Richards, Aberdeen Standard Capital

My-Linh Ngo, BlueBay Asset Management

Noelle Cazalis, Rathbones

Rebecca Kowalski, Cornerstone Asset Management

Sophie Kennedy, EQ Investors

Veronique Morel-Kane, Raymond James Investment Services

Vicki Bakhshi, BMO Global Asset Management

 

Woman of the Year - ESG Advice

Clemence Chatelin, Paradigm Norton

Cleona Lira, Celtic Financial Planning

Danielle Arnold, Tempus Financial Planning

Jeannie Boyle, EQ Investors

Rachel Sartin, Chase de Vere IFA

 

Woman of the Year - Fintech

Abbie Knight, Abbie Knight International

Agne Selemonaite, ConnectPay

Avin Talabani, William Russell

Emma Napier, Bravura Solutions

Felicia Meyerowitz Singh, Akoni Hub

Komal Patel, Embark Group

Michelle Darracott, Smart Pension

Nicki Hinton-Jones, Betafolio

Stephanie Hydon, iPipeline UK

Victoria Mills, Time4advice

Zeynep Hizir, SS&C

 

Woman of the Year - In-house Adviser Support

Andrea Webster, Quilter

Charlotte Willis, Progeny

Emma-Louise Roberts, Queens Square Wealth Management

Hannah Sharp, Cipher Risk

Hayley Beddow, Pensionlite

Helen Morgan, Robertson Baxter

Jill Jones, LIFT Financial Group

Kate Quarmby, Tenet

Katie Brinsden, Truly Independent

Laura Garry, Chase de Vere IFA

Lindsey Beal, James Hambro and Partners

Susan Porter, Key

Toni Turton, West Riding Personal Financial Solutions

Victoria Taylor, Lester Brunt Wealth Management

 

Woman of the Year - Investment

Charlotte Lambeth, Charles Stanley

Gillian Hepburn, Schroders

Katja Stout, Quilter Financial Planning

Kirsty Wright, LV=

Miranda Richards, abrdn

Nicola Morgan-Brownsell, Legal & General Investment Management

Sophie Kennedy, EQ Investors

Tsitsi Mutiti, Charles Stanley

Vicky Ryan, Embark Investments

 

Woman of the Year - Investment Advice

Cara Lambert, Tees Financial

Kerry Nelson, Nexus IFA

Liz Kunzler, Raymond James

Makala Green, Green Wealth Planning

Nishma Waite, 1825 Financial Planning

Rebecca Aldridge, Balance: Wealth Planning

Rhiannon Vallis, Unique Wealth

Robin Quirt, Burfields House Wealth Management

Sofie Symonds, Innovia Wealth Management

Sophie Thornhill, CHN Financial Consultancy

Veronique Morel-Kane, Raymond James

Vivienne Abbott, Brewin Dolphin

 

Woman of the Year - Paraplanning

Danielle Arnold, Tempus Financial Planning

Emma Walker, Barnaby Cecil Financial Planning

Katie Jackson, The Private Office

Laura Slater, Charles Stanley

Lyndsey Fraser, Rathbones Financial Planning

Michelle Wilson-Stimson, Eparaplan

Natasha Blackmore, Essential Wealth Management

Natasha O'Neill, Strategic Solutions Financial Services

Rachel Whittaker, Oakmere Wealth Management

Sharon Hamilton, Chase de Vere IFA

Shelby Bonham-Lloyd, Charles Stanley

Zoe Aldridge, Mazars Financial Planning

 

Woman of the Year - Platforms

Alison Mollard, AJ Bell

Amira Norris, Nucleus Financial

Charlotte Woodward, Edentree Investment Management

Cynthia Poole, Raymond James

Emma Napier, Bravura Solutions

Emma Steele, The Private Office

Felicia Meyerowitz Singh, Akoni Hub

Irena Lykiardopoulos, Embark Group

Jackie Boylan, Fidelity International

Leanne Penny, Nucleus Financial

Nadine Irons, Praemium International

Roopam Janda, Praemium International

 

Woman of the Year - Protection Advice

Karen Searle, Future Proof

Kathryn Knowles, Cura Financial Services

Laura Jordan, Roger Pearce & Associates

Liann Hill, Lifetime Assure

Lindsey Smith, VitalityLife

Donna Roberts, Beckett Financial Services

Naomi Greatorex, Health Protection Services

Rhiannon Manning, VitalityLife

Robyn Allen, Robyn Allen Solutions

Ruth Slavin, Tilney Financial Planning

Samantha Haffenden-Angear, Drewberry

Vicky Churcher, AIG Life

 

Woman of the Year - Retirement

Alison Mollard, AJ Bell

Kate Birch Barry, Timeline & Betafolio

Komal Patel, Embark Group

Loretta Mooney, Kellands (Hale)

 

Woman of the Year - Retirement Planning

Cara Lambert, Tees

Carla Morris, Brewin Dolphin

Carolyne Russell, Advanta Wealth

Catherine Simmons, St James's Place Wealth Management

Donna Buffham, The Private Office

Eloise Hammond, SeventySeven Wealth Management

Flora Stamato, Flora Stamato

Joanna O'Brien, Aviva Financial Advice

Karen Hagen, Four Oaks Financial Services

Lorraine Denton, Punter Southall Wealth

Nicola Pipping, Collective Financial Planning

Rebecca Aldridge, Balance: Wealth Planning

Rhiannon Vallis, Unique Wealth

Samantha Fletcher, Legal & General Financial Advice

Veronica Trotter, Quilter Financial Advisers

 

Woman of the Year - Vulnerable client care

Carolyn Matravers, Old Mill Financial Services

Carolyne Russell, Advanta Wealth

Jane Bligh, Clear Cut Financial Planning

Lynne Gadsden, Grovewood Wealth Management

Michelle Boakes, Verve Financial

Robin Quirt, Burfields House Wealth Management

Toni Chalmers-Smith, Tees Financial

Zoe Taylor, Lawrence Neil Wealth Management