Women in Financial Advice Awards 2020

Professional Adviser and Retirement Planner are proud to host the 2020 Women In Financial Advice Awards, which will celebrate the achievements of women working within the financial advice community and also the broader financial services sector. 

Do you work with a woman who is a trailblazer in financial advice or an associated area, such as adviser support, platform provision or investment, retirement, protection or mortgage solutions? Or do you know a woman whose contribution to a particular project or task has been inspirational? Perhaps there is a rising female star in your midst or someone who has been a role model or mentor to women working in financial services? If so, we stand ready to celebrate their achievements at the 2020 Women In Financial Advice Awards, the winners of which will be revealed at a special ceremony on Wednesday 1st July.

These awards are not about men versus women or whether a particular gender is more suited to a career or role in financial services - they are simply about celebrating and recognising the achievements of women in a sector where they continue to be under-represented. Whether it be the Treasury's Women in Finance inquiry or the gender pay gap, the lack of senior women in the sector or the willingness of women even to seek financial advice, the sheer volume of news stories appearing in Professional Adviser and Retirement Planner in recent months stands as stark testament to this latter point.

More positively, such coverage may be seen as a growing acknowledgement this issue can no longer be ignored and - in combination with the extraordinary response to the Women in Investment Awards and Women in Pensions Awards, respectively run by our sister titles Investment Week and Professional Pensions - suggests the financial services sector may be on the verge of taking a very significant step forward. In highlighting the achievements of women already in financial advice or the wider financial services world, as well as recognising individuals of either gender who help to maximise the potential of women or are striving to bring about a more appropriate gender balance, the Women In Financial Advice Awards is now looking to play its part by helping to inspire more women to work in an already dynamic sector that, nevertheless, stands a long way short of fulfilling its true potential.

About the Awards

The Women in Financial Advice Awards are open to those working within both the financial advice community and among the broader financial services sector in the UK.

We hope you will take this opportunity to either nominate yourself or a valued colleague for these awards and we look forward to revealing our finalists and winners later in the year.

Nominees can be involved in roles relating to UK-based financial advice, adviser support services, platform provision, investment, retirement, protection and mortgage solutions - including but not limited to management, strategy, product development, marketing, communications, sales, compliance, human resources or front, middle or back-office operations.

Please note a person can only be nominated in a maximum of three categories. Women currently on maternity leave may certainly be nominated.

The deadline for nominations is: Friday 17th January 2020

This event is working towards the International Standard ISO 20121 and follows guidance set out by the Sustainable Event Alliance (SEA)

Questionnaire Deadline


Financial Adviser of the Year - London

Financial Adviser of the Year - Midlands & East Anglia

Financial Adviser of the Year - North East

Financial Adviser of the Year - North West

Financial Adviser of the Year - Scotland & NI

Financial Adviser of the Year - South East

Financial Adviser of the Year - South West

Financial Adviser of the Year - Wales

Woman of the Year – Investment Advice

Woman of the Year – Mortgage Advice (Inc Equity Release)

Woman of the Year – Protection Advice

Woman of the Year – Retirement Planning

Woman of the Year – Paraplanning

Woman of the Year – In-house Adviser Support

Woman of the Year – Investment

Woman of the Year – Retirement

Woman of the Year – Mortgages (Inc Equity Release)

Woman of the Year – Platforms

Woman of the Year – Fintech

Woman of the Year – Adviser Support Services

Rising Star

Role Model of the Year

Team Leader of the Year

Most Inspiring Returner

Marketing Influencer of the Year

Contribution to Gender Diversity


Chief Corporate Officer
Bower Retirement
Founder & Director
Founder & Director
Head of Pension Strategy
Technical Connection
Head of Media Relations
Intermediary Solutions Director
Managing Director
Pension Specialist
Royal London
Head of Financial Planning
Chartered Institute of Securities and Investment
Pension Technical Manager
Curtis Banks
Financial Resilience and Protection Specialist
Scottish Widows
Executive Director
Goldman Sachs Asset Management
Founder and Managing Director
Nexus IFA Ltd
Managing Director
Carr Consulting & Communications
Managing Director
Technology & Technical Ltd
Head of Communicatons
Chase de Vere
Seneca Investment Management
Practice Director
Four Communications


For registration queries:
Zara Mughal
Senior Marketing Executive
+44 (0)20 7484 9941
For logistics queries contact:
Ella Comben
Senior Event Coordinator
+44 (0)20 7484 9724
For entry queries contact:
Tom Ellis
Editor, Professional Adviser
+44 (0)20 7484 9890
For table booking queries:
Orhan Toprakci
Head of Delegate Sales
+44 (0)20 7484 9973