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