2021 Winners

Financial Adviser of the Year – London

WINNER: Georgina Fry, Saunderson House

Financial Adviser of the Year – Midlands & East Anglia

WINNER: Susie Laws, Fiducia Wealth Management

Financial Adviser of the Year - North East

WINNER: Lottie Kent, True Financial Design

HIGHLY COMMENDED: Sarah Elson, Berry & Oak

Financial Adviser of the Year – North West

WINNER: Loretta Mooney, Kellands (Hale)

HIGHLY COMMENDED: Carla Brown, Oakmere Wealth Management

Financial Adviser of the Year – Scotland & NI

WINNER: Mary Hemingway, Truly Independent

HIGHLY COMMENDED: Catriona Smith, Chase de Vere IFA

Financial Adviser of the Year – South East

WINNER: Makala Green, Green Wealth Planning

HIGHLY COMMENDED: Jessica McGuigan, Critchleys

Financial Planning Financial Adviser of the Year – South West

WINNER: Emma McNally, Chase de Vere IFA

HIGHLY COMMENDED: Natasha O'Neill, Strategic Solutions

Financial Services Financial Adviser of the Year – Wales

WINNER: Ceri Griffiths, Willow Brook Lifestyle Financial Planning

HIGHLY COMMENDED: Gretchen Betts, Magenta Financial Planning

Contribution to gender diversity

WINNER: Raymond James

Marketing Influencer of the Year

WINNER: Catherine Morgan, The Money Panel

Most inspiring returner

WINNER: Camilla Brewis, Beewise

HIGHLY COMMENDED: Charlotte Woodward, Edentree

Investment Management Rising Star

WINNER: Charlotte Lidstone, The Money Mummy

Role Model of the Year (Large Firms)

WINNER: Sara McLeish, Legal & General Financial Advice

HIGHLY COMMENDED: Gillian Hepburn, Schroders

Role Model of the Year (small/medium firms)

WINNER: Kathryn Gannon, Themis Wealth Management

HIGHLY COMMENDED: Nneka Orji, Morrinson Wealth Management

HIGHLY COMMENDED: Kelly East, LUNA

Financial Planning Team Leader of the Year

WINNER: Ann-Marie Atkins, Tilney

Woman of the Year – Adviser Support Services

WINNER: Cathi Harrison, Para-Sols

HIGHLY COMMENDED: Jacqueline Berry, My Care Consultant

Woman of the Year – ESG

WINNER: Miranda Richards, abrdn

HIGHLY COMMENDED: Vicki Bakhshi, BMO Global Asset Management

Woman of the Year – ESG Advice

WINNER: Clemence Chatelin, Paradigm Norton

HIGHLY COMMENDED: Cleona Lira, Celtic Financial Planning

Woman of the Year – Fintech

WINNER: Michelle Darracott, Smart Pension

Woman of the Year – In-house Adviser Support

WINNER: Charlotte Willis, Progeny

Woman of the Year – Investment

WINNER: Gillian Hepburn, Schroders

HIGHLY COMMENDED: Miranda Richards, abrdn

Woman of the Year – Investment Advice

WINNER: Kerry Nelson, Nexus IFA

Woman of the Year – Paraplanning

WINNER: Sharon Hamilton, Chase de Vere IFA

Woman of the Year – Platforms

WINNER: Jackie Boylan, Fidelity International

Woman of the Year – Protection Advice

WINNER: Naomi Greatorex, Health Protection Solutions

HIGHLY COMMENDED: Kathryn Knowles, Cura Financial Services

Woman of the Year – Retirement

WINNER: Alison Mollard, AJ Bell

Woman of the Year – Retirement Planning

WINNER: Catherine Simmons, St James's Place Wealth Management

HIGHLY COMMENDED: Rebecca Aldridge, Balance: Wealth Planning

Woman of the Year – Vulnerable Client Care

WINNER: Jane Bligh, Clear Cut Financial Planning