2020 Finalists

We're delighted to announce this year's finalists of the New Talent Awards!


Administrator of the year

  • Andrew Turner - The Orchard Practice
  • Cheryl Lunn - Para-Sols
  • Georgie Walters - Buckingham Gate Chartered Financial Planners
  • Hannah Love - Jane Smith Financial Planning Ltd
  • Hayley Finch - Key
  • Henrietta Dymott - Lathe & Co
  • Isobel Vowles - MJ Hudson
  • Ryan Connolly - The Orchard Practice
  • Seanne Beech - Lovewell Blake Financial Planning

Adviser of the year

  • Chris Power - Davy Private Clients UK
  • Lewis Birch - Grosvenor Birch Limited
  • Alex Johnston - Domus Financial Services
  • Jon Hickson - Strategic Solutions Chartered Financial Planners
  • Drew Nutsford - Succession Wealth
  • Liam Fowler - Heron House Financial Management Ltd
  • Eamonn Prendergast - Palantir Financial Planning Ltd
  • Sophie Drazen - Brown Shipley

Best adviser firm development programme

  • Niche - Next Generation Training Scheme
  • OpenMoney - OpenMoney Trainee Adviser Programme
  • Boost – ‘bright to boost’

Best team moment of the year – NEW

  • Cura Financial Services Ltd
  • Miller Mercer Colson Financial Planning

Innovator of the year

  • Jessica Mcguigan - Critchleys Financial Planning
  • Holly Johnson - The Art of Finance
  • Sophie Bowe - Bancroft Wealth
  • Ray Adams - CashCalc

Marketer of the Year

  • Louise Fitzgerald - Horlock Holdcroft Financial Consultants Ltd.
  • Mark Ormston - Retirement Line Ltd
  • Jessica Mcguigan - Critchleys Financial Planning
  • Lindsay Mason - Cura Financial Services Ltd
  • Marco Barcellona - Continuum (Financial Services) LLP
  • Sophie Bowe - Bancroft Wealth
  • Ellie Freeman - Brown Shipley
  • Camilla Hoskisson - AIG Life
  • Jasmine Nattrass - The Verve Group

Paraplanner of the year

  • Zoe Aldridge - Mazars Financial Planning Ltd
  • Hannah Turley - Essential Wealth Management & Advice Ltd
  • Chloe Graves - Hartey Wealth Management
  • Alec Baker - Miller Mercer Colson Financial Planning
  • Jade Topliss - Liddle Perrett Limited
  • Abby Rose - Heron House Financial Management
  • Mishka Dzikowska - Westminster Wealth Management LLP
  • Jordan Yardley - bdhSterling Ltd
  • Kasia Saunders - EQ Investors
  • Chloe Moran - boost

Project leader of the year

  • Tristan Karl Robert Hartey - Hartey Wealth Management
  • Ashley Connor - Tudor House Financial Services
  • Hannah Love - Jane Smith Financial Planning
  • Henrietta Dymott - Lathe & Co
  • Sophie Bowe - Bancroft Wealth

Rising star of the year – overall

  • Alex Johnston - Domus Financial Services
  • Elliot Guthrie - Create and Prosper Financial Services
  • Daniel Martin - MDM Wealth Ltd
  • Catriona McCarron - Ascot Wealth Management
  • Drew Nutsford - Succession Wealth
  • Will Lenehan - OpenMoney
  • Sophie Bowe - Bancroft Wealth
  • Sophie Drazen - Brown Shipley
  • Thomas Hopson - HFMC Wealth Ltd
  • Henrietta Dymott - Lathe & Co
  • Chloe Moran - boost

Team player of the year

  • Mark Ormston - Retirement Line Ltd
  • Charlotte Woodward - James Hay
  • Hannah Turley - Essential Wealth Management & Advice Ltd
  • Paris Jordan - Murano
  • Jordan Yardley - bdhSterling Ltd
  • Natasha Blackmore - Essential Wealth Management

Trainee/graduate of the year

  • Oliver Field - Lathe & Co
  • Hannah Owen - Quilter PCA 
  • Jordan Colclough - Beattie Lockton Family Wealth
  • Claudia Pearson - Key Group
  • Joann Mackreth - Quilter Private Client Advisers
  • Chloe Graves - Hartey Wealth Management
  • Andrew Armstrong - OpenMoney
  • Philip Haden - Prosperity Wealth Ltd
  • Molly Burd - Lathe & Co

Unsung hero

  • Charlotte Woodward - James Hay
  • Seanne Beech - Lovewell Blake Financial Planning
  • Jemma Gow - Clear Cut Financial Planning
  • Kris Amliwala - Designer Wealth Management
  • Francesca Gale - Blueprint Financial Solutions Ltd
  • Paris Jordan - Murano
  • Joe Kelly - Fraser wealth management
  • Jade Topliss - Liddle Perrett Limited
  • Andrew Willemite - Heron House Financial Management
  • Rhianydd Summerhayes - Penguin

Young team of the year

  • Niche
  • Clear Cut Financial Planning
  • Heron House Financial Management Ltd
  • Buckingham Gate Financial Services Ltd
  • CashCalc
  • The Art of Finance