Congratulations to each and every individual and firm who has made the very competitive shortlist across all our 2025 categories.

Administrator of the Year

Jade Child, Quilter Cheviot Financial Planning 

Kyla Conway, First Sentinel Wealth

Will Crawford, MKC Wealth

Audrey Dorrell, Bespoke-Advice

Charlotte Glancy, Chase de Vere

Eleanor Hayes, Chase de Vere

Jez Horgan, Chris Bibb IFA trading style of Strategic Solutions Financial Services

Sadie Mead, Markland Hill Wealth

Sasha Shaw, Aviva Financial Advice

Amanda Sibun, Clarence Place Wealth Management

Emma Thomson, Moran Wealth Management

Katie Westmore, Amber River Shipman Wealth

Best Advice Network

Benchmark

Corbel Partners

Lyncombe Consultants

Quilter Financial Planning

ValidPath

Best Adviser Firm for ESG

Attivo

Castlefield

EQ Investors

Good Green Money

Kingsfleet

Parker Financial Advice

Best Adviser Firm for Vulnerable Client Care

Asquith Financial Services

Chase de Vere

Financia

Harold Stephens

Hugh James

Robertson Baxter

Ruth Whitehead Associates

St. James's Place

The Private Office

True Potential Wealth Management

Best Adviser Website

Ardent Financial Planning

Barwells Wealth

BlueSky Independent Wealth Managers

Cairn Independent

Crowe Financial Planning UK

Finli

Magenta Financial Planning

Markland Hill Wealth

Six Degrees

Truly Independent

Best Client Engagement (Adviser)

Balance: Wealth Planning

Berry & Oak

Cadro

Compound Wealth Planning

Fisher Investments UK

Hoxton Wealth

Kingswood

MKC Wealth

Robertson Baxter

Strategic Wealth Partners

The Private Office

True Potential Wealth Management

Velocity Financial Planning

Champion of Advice Award

Anna Bowes, Savings Champion/The Private Office

Andrew Day, Depledge Strategic Wealth Management

Amyr Rocha Lima, Strategic Wealth Partners

Catriona Smith, Chase de Vere IFA

Frankie Smith, FSWM

Joanna Streames, Velvet Mortgage & Insure Services

Zoe Taylor, Lawrence Neil Wealth Management

Wesley Wilkes, IronMarket Wealth

Neil Winstanley, Quilter Cheviot Financial Planning

Newcomer of the Year

Kelly Ansell, Quilter Cheviot Financial Planning

Ronni Cook, Chartwell Financial Planning

Kris Hudson, Swann Financial

Ben Hughes, Doxford Financial 

Matthew Machan, Machan Wealth Management 

Keali O'Neil, KNM Wealth Management Consultancy

Outstanding Contribution to the Advice Industry

Amanda Cassidy, Quilter

Arthur Childs, Flying Colours Advice

Dennis Hall, Yellowtail Financial Planning

Suzi Lane, Bespoke Advice

Katharine Lindley, EQ Investors

Marlene Outrim, UNIQ Family Wealth

Ralph Pettengell, Pettengell Wealth Management 

Michelle Ritson, Quilter Cheviot Financial Planning

Jennifer Stone, Chase de Vere

Neil Winstanley, Quilter Cheviot Financial Planning

Paraplanner of the Year

Kevin Anderson, Expert Wealth Management

Carmen Bacaoanu, Wealth Matters

Emma Clarke, Quilter Cheviot Financial Planning

James Cree, Compass Independent Financial Services

Emona Demireva, Phoenix Wealth Management

Milo Hallyburton, Nicholls Stevens Financial Planning

Lucy Huckle, Timothy James & Partners

David Hutchinson, Partners Wealth Management

Lynn Larkin, Quilter Cheviot Financial Planning

Christina MacSween, Chase de Vere

Claire McGuinness, GE Wealth Management

Rob Polden, Chase de Vere

Young Achiever of the Year

Toby Band, First Sentinel Wealth

Jordan Cruse, Strategic Solutions Chartered Financial Planners

Matt Finch, Bentley Reid 

Andrew Haste, Keyte Chartered Financial Planners

Alex Lane, David Kneale Financial Management

Sarah Nesbitt, The Private Office

Lydia Richmond, Finura

Barney Sears, BRI Wealth Management

Jonny Stewart, Wealth Wizards

Thomas Ward, Quilter Cheviot Financial Planning 

Romany Youell, NeedingAdvice.co.uk

Adviser Firm of the Year - London

Compound Wealth Planning

Finura

Foster Denovo

FSWM

Humboldt Financial

LCH Wealth

MASECO Private Wealth

MKC Wealth

Six Degrees

The Penny Group

Timothy James & Partners

Adviser Firm of the Year – Midlands & East Anglia

Balance: Wealth Planning

Britannic Place Financial Management

Kingsfleet

Matthew Douglas

MPA Financial Management

Rowley Turton (IFA)

TFP Financial Planning

Velocity Financial Planning

Adviser Firm of the Year – North East

Ardent Financial Planning

Berry & Oak

Informed Financial Planning

Lowes Financial Management

Progeny

Robertson Baxter

The Private Office

True Potential Wealth Management

Adviser Firm of the Year – North West

Becketts

Depledge Strategic Wealth Management

Financial Management Bureau

Hartey Wealth Management

HCI Financial Services

KBA The Financial Planning Company

Lightside Financial Planning

Lloyd&Co. Financial Planning

Raymond James Spinningfields

Truly Independent

Adviser Firm of the Year – Scotland & NI

Cairn Independent

Milecross Financial Solutions

Navigate IFA

Raven

VWM Wealth

Adviser Firm of the Year – South East

bdhSterling

Broom Consultants

Citrus Financial Management

Dennehy Wealth

East Anglian Financial Planning

Expert Wealth Management

Hoxton Wealth

Jane Smith Financial Planning

Saltus

Wingate Financial Planning

Adviser Firm of the Year – South West & Wales

Continuum (Financial Services)

Dave Southby Financial Planning

Fidelius

Frazer James

Harold Stephens

Hartsfield Financial Services

Integrity365

Magenta Financial Planning

Montgomery Charles Wealth Management

Ovation Finance

Strategic Solutions Financial Services

Best Client Engagement (Provider)

Aegon

Aviva

Etcho

HSBC Life UK

PortfolioMetrix

Quilter

Timeline

True Potential Investments

Best Consumer Duty Initiative

Benchmark

Model Office-MO®

The Ingenious Group

threesixty services

True Potential Wealth Management

Best D&I Initiative

7IM for Diversity Inclusion and Belonging (DIB)

AJ Bell Investcentre for AJ Bell Luminary and AJ Bell Connect

Humboldt Financial for Empowerment Through Inclusion

Quilter for I&D Action Plan

Scottish Widows for The Language Hub

Succession Wealth (Owned by Aviva) for the D,E&I Programme 2024

The Verve Foundation for Adviser Incubator

The Verve Foundation for We Are Change

Best Discretionary Fund Manager

8AM Global

AJ Bell

atomos Wealth

Bordier UK

Brooks Macdonald

ebi

IBOSS Asset Management

PortfolioMetrix

RBC Brewin Dolphin

TAM Asset Management

Timeline

YOU Asset Management

Best ESG Solution for Advisers

Aviva

ebi

EQ Investors

Etcho

P1 Investment Management

Schroder Investment Solutions

Square Mile Investment Consulting and Research

TAM Asset Management

Best Model Portfolio Service

8AM Global

ebi

Hymans Robertson Investment Services

P1 Investment Management

PortfolioMetrix

Timeline Portfolios

Best MPS Provider

Abrdn

AJ Bell

Bordier UK

Legal & General Investment Management

Quilter

Quilter Cheviot

Rockhold Asset Management

Schroder Investment Solutions

Square Mile Investment Services

Best Platform for Advisers

Aegon Retirement Choices

AJ Bell Investcentre

Aviva Platform

Fidelity Adviser Solutions

P1 Platform

Quilter Investment Platform

Transact

True Potential Platform

Best Retirement Initiative

Aegon

Brooks Macdonald

Clarence Place Wealth Management

Depledge Strategic Wealth Management

EV

Fidelity International

Hymans Robertson Investment Services

Quilter

Royal London

Sparrows Capital

Wealthtime & Copia Capital

Best Specialist Technology Service

Aveni

BlackRock Portfolio 360

DD|hub

Etcho

EV

FINIO data hub

ifaDASH

Mabel Insights

Model Office MO®nitor AI

Multiply

Third Financial

Best Support Service for Advisers

Compliance and Training Solutions

Jencap Partners

KareHero

My Care Consultant

B Compliant

Philanthropy Impact

Plus Group

Quilter – CashHub

Simplybiz

The Financial Planning Club

TIME Investments

True Potential

Best Technology Provider

ATEB Suitability

Defaqto

Dextera™

Iress

Model Office-MO®

Multiply

Radiant powered by Nucleus

Seccl Technology

Timeline

True Potential