Congratulations to our 2022 finalists!
The winners will be announced during an evening black-tie awards ceremony, taking place on Wednesday, 6th July at the Marriot Grosvenor Square in London.
To book your table, please contact Orhan Toprakci:
T: +44 (0) 207 484 9973
E: orhan.toprakci@incisivemedia.com
Contribution to Gender Diversity
7IM
Balance: Wealth Planning
Clear Cut Financial Planning
DWJ Wealth Management
Tilney, Smith & Williamson (soon to be Evelyn Partners)
Kingswood Group
Magenta Financial Planning
Morrinson Wealth
Positive Wealth Creation
Rathbones Group
Financial Adviser of the Year - London
Faye Hart, Faye Hart Financial Planning
Flora Stamato, Flora Stamato
Helen Howcroft, Equanimity Independent Financial Advisers
Jessica Amodio, GDA Financial Partners
Jessica Ayres Timothy James & Partners
Jessica Lyons, Black Swan Financial Planning
Laura Dempsey, Rathbones
Liz Kunzler, Raymond James (Belgravia)
Rabeya Islam, St James's Place
Sandy Pabial, Continuum
Financial Adviser of the Year - Midlands & East Anglia
Claire Dentith, CD Financial
Dilara Uyduran, Thomson Gray Wealth Management
Hannah Edwards, Eva Capital Management
Helen Vaughan, Woburn Street Financial Planning
Jane Lander-Taylor, Continuum
Jo Calver, Calver Wealth Management
Laura Thursfield, Mazars Financial Planning
Lena Patel, ISJ Financial Planning
Nicola Watts, Jane Smith Financial Planning
Rachel Efetha, Anstee & Co
Susie Laws, Fiducia Wealth Management
Financial Adviser of the Year - North East
Alice Baker, Morgan Williams
Anna McCready, Brewin Dolphin
Dawn Patrick, Burlington Financial
Denise Graham, Rutherford Hughes
Jan Anderson, Chase de Vere
Jane Wilkinson, G&E Wealth Management
Natalie Wright, Mazars
Rachael Hall, Seven Stages
Sarah Elson, Berry & Oak
Tess Williams, Redmayne Bentley
Financial Adviser of the Year - North West
Carla Brown, Oakmere Wealth Management
Clare Redfern, BFS Handforth
Ella Davies, Clarion Wealth Planning
Jennifer Skehan, Kellands (Hale)
Kaye Price, KP Financial Wellbeing
Sophie Thornhill, CHN Financial Consultancy
Tamsin Caine, Smart Financial/Smart Divorce
Tracey Board, Raymond James Investment Services- Ribble Valley
Financial Adviser of the Year - Scotland and Northern Ireland
Carolyne Russell, Advanta Wealth
Catriona Smith, Chase de Vere
Debbie Connolly, abrdn
Jennifer Greer, Athena Mortgages
Nicola Coates, 56 Wealth
Nicola Crosbie, Moran Wealth Management
Nicola Ellis, Wellington Wealth (Glasgow)
Shona Barr, Progeny
Victoria Macrae, abrdn Financial Planning
Zoe McKay, Hills Financial Planning
Financial Adviser of the Year - South East
Bina Dayaram, Bina Dayaram Wealth Management
Dominique Vinecombe, Kingswood Group
Esther Walker, Wealth Matters
Katie White, Attivo Group
Kerry Nelson, Nexus IFA
Lesley Britton, Handelsbanken Wealth & Asset Management
Nila Mistry, Prosperity Life Planning
Rebecca Goater, Network Insurance and Financial Planning
Sacha Williams, Kingswood Group
Tracey Evans, Progeny
Financial Adviser of the Year- South West
Alena Zavarin, Anderson Financial Management
Jessica Chantler, Quilter Financial Advisers
Mel Mullender, The Minster Partnership
Michelle Boakes, Verve Financial
Natasha O'Neill, Strategic Financial Solutions
Nishma Waite, abrdn Financial Planning and Advice
Rachel Sartin, Chase de Vere
Samantha Gratton, Old Mill Financial Planning
Sarah Roughsedge, Clarus Wealth
Stephanie Dyke, Blue Fox Wealth Management
Financial Adviser of the Year - Wales
Danni Watts-Jones, DWJ Wealth Management
Gretchen Betts, Magenta Financial Planning
Helen Roberts, Luna Financial
Kelly East, Luna Financial
Lindsey Adams, Quadrant Financial Associates
Marketing Influencer of the Year
Amy Tyley, Progeny
Catherine Morgan, The Money Panel
Claire Trott, St James's Place
Emma Sherlock, Stan Sherlock Associates
Heather Hopkins, NextWealth
Julie Hunt, Face to Face Finance
Laura Suter, AJ Bell
Makala Green, The Wealth Check
Michelle Hoskin, Standards International
Nicola Harley, Morningstar
Nicola Jones, Lewis Brownlee Financial Services
Rose Hargreaves, 7IM
Most Inspiring Returner
Beth Wadsworth, Beewise Financial Services
Caroline Basden, Aviva
Charlotte Woodward, EdenTree Investment Management
Claire Tipping, Abram Partnership
Denise Graham, Rutherford Hughes
Ester Field, Mortgage Marketplace
Fiona Neill, Skybound Wealth Management
Katie Nutting, Schroders Personal Wealth
Katie Tasker, Charles Stanley
Rising Star
Christie Tillet, The Private Office
Connie Hammond, Rathbones
Elle Darling, Canada Life
Ellie Pilkington, Kingswood Group
Emily Brear, The Private Office
Emma Murray, Fairstone Financial Management
Kate Birch Barry, Beatfolio
Lily Bell, formerly at Progeny
Prerna Bhalla, Mazars Financial Planning
Sophie Lawrence, Rathbone Greenbank Investments
Role Model of the Year (large firms)
Amira Norris, Nucleus
Enna Cooper, Morningstar UK
Gillian Hepburn, Schroders
Helen Ball, Tenet
Julia Smith, The Openwork Partnership
Laura Langton, JM Finn
Leisa Sullivan, Investec Wealth & Investment
Leslie Alba, Morningstar Investment Management Europe
Marjolaine Quirke, Tenet
Natalie Wright, Mazars
Rose St. Louis, Lloyds Banking Group
Role Model of the Year (small/medium firms)
Camilla Brewis, Beewise Financial Services
Carla Brown, Oakmere Wealth Management (SJP)
Gabrielle Beaumont, One Four Nine Group
Hayley Millhouse, Openmoney
Helen Morgan, Robertson Baxter
Helena Wardle, Smith and Wardle Financial Planning
Katie Jackson, The Private Office
Lisa Tipton, New World Financial Group
Jane Gow, Clear Cut Financial Planning
Sarah Tucker, The Mortgage Mum
Team Leader of the Year
Alice Lording, Saltus Wealth Management
Allyson Hopkins, Magenta Financial Planning
Charlie Lodge, OCM Wealth Management
Claire Van den Houten, PortfolioMetrix
Cheryl Frazer, Ovation Finance
Joanne Vaughan, Robertson Baxter
Kate Pomfret, Paradigm Consulting
Leisa Sullivan, Investec Wealth & Investment
Rachel Regan, Fairstone Group
Sharon Hamilton, Chase de Vere
Woman of the Year - Adviser Support Services
Cathi Harrison, The Verve Group
Claire Trott, Technical Connection
Helen Hutchinson, Tenet
Jacqueline Lockie, Lockie Consultants
Julie Darlington, Tenet
Kate Kwiatowska, SimplyBiz
Laura Janes, Uniquity
Michele Golunska, Sesame Bankhall Group
Michelle Wilson-Stimson, Eparaplan
Vicky Pearce, B-Compliant director
Woman of the Year - ESG
Camilla Ritchie, 7IM
Charlotte Cook, Kingswood
Eilidh Anderson, Kingswood
Elly Dowding, ESG Accord
Hortense Bioy, Morningstar
Joanne Rigby, Tenet
Kate Dockreay, Schroders
My-Linh Ngo, BlueBay Asset Management
Petra Lee, St James's Place
Prerna Bhalla, Mazars
Woman of the Year - ESG Advice
Abigail Banks, The Private Office
Alena Zavarin, Anderson Financial Management (SJP)
Casey Goodwin, The Path Financial
Jeannie Boyle, EQ Investors
Rachel Sartin, Chase de Vere
Rowan Harding, The Path Financial
Veronique Morel-Kane, Raymond James
Vicky Eastwood, Brewin Dolphin
Woman of the Year- Financial Coaching
Ali Poulton, Octopus MoneyCoach
Cailin Lehmann, Chase de Vere
Catherine Thomas-Humphreys, The Finfluencer
Charlotte Lidstone, The Family Money Coach
Elaine Baxter, Octopus MoneyCoach
Helen Rutherford, HR Estate Planning
Nila Mistry, Prosperity Life Planning
Tanisha Cro, Octopus MoneyCoach
Tina Weeks, Serenity Financial Planning
Woman of the Year - Fintech
Freya Wiggin, St James's Place
Hayley Millhouse, OpenMoney
Jude McKelvey, Zenith One
Kate Birch Barry, Betafolio
Kay Park, The Private Office
Leah Cox, IANUA Market
Nicki Hinton-Jones, Betafolio
Sue Whittington, Smart Pension
Woman of the Year - In-house Adviser Support
Amy Spencer, Financial Advice Centre
Andrea Webster, Quilter Financial Advisers
Clare May, Charles Stanley
Ellie Pilkington, Kingswood
Emma Davis, Queens Square Wealth Management
Hannah Coffey, St James's Place
Jordan Clark, Cooper Associates
Kelly Devlin, St James's Place
Kelly Dinelli, Citrus Financial Management
Sarika Dhanjal, Progeny
Woman of the Year - Investment
Amandine Thierree, FE Invest
Claire Bennison, Tatton Investment Management
Georgina Stone, OCM Wealth Management
Gillian Hepburn, Schroders
Justine Randall, Tatton Investment Management
Kate Nathoo, Charles Stanley
Kerry Nelson, Nexus
Laurence Bensafi, RBC Global Asset Management
Nicki Hinton-Jones, Betafolio
Verona Kenny, 7IM
Woman of the Year - Investment Advice
Cara Lambert, Tees Financial
Catherine Simmonds, St James's Place Wealth Management
Esther Walker, Wealth Matters
Farida Hassanali, Paradigm Norton Financial Planning
Rebecca Aldridge, Balance: Wealth Planning
Rebecca Robertson, Evolution Financial Planning
Sophie Haslehurst, Schroders Personal Wealth
Sophie Thornhill, CHN Financial Consultancy
Veronique Morel-Kane, Raymond James
Woman of the Year - Paraplanning
Charlotte Hughes, Morrinson Wealth
Emma Swallow, The Private Office
Hester Harris, Saltus Financial Planning
Kathryn Smithies, AFS Wealth Management
Latrena Petkova, Raymond James
Lauren Wardle, Cave & Sons
Rachel Walker, The Private Office
Rebecca Gow, Clear Cut Financial Planning
Rebecca Tuck, Paradigm Norton Financial Planning
Sarah Geraghty, Temple Wealth Management
Woman of the Year - Platforms
Amira Norris, Nucleus
Bella Caridade-Ferreira, Fundscape
Emma Napier, Bravura Solutions
Jackie Boylan, Fidelity
Lisa Webster, AJ Bell
Roopam Janda, Praemium
Verona Kenny, Seven Investment Management
Woman of the Year - Protection Advice
Adrienn Kingsley, Future Proof
Amy Whittingham, St James's Place Protection Planning
Denise Graham, Rutherford Hughes
Fiona Todd, Hollybeck
Joanna Streames, Velvet Mortgage & Insure
Karla Edwards, The Protection Parent
Karly Briggs, Coutts
Mariola Sikorska-Musztafa, Owl Financial
Patrica Fivey Insure2bsure
Paula Steel, John Lamb Hill Oldridge
Samantha Boswell, Coutts & Co
Woman of the Year - Retirement
Allison Mollard, AJ Bell
Jacqui Woodward, Punter Southall
Rachel Vahey, AJ Bell
Woman of the Year - Retirement Planning
Carolyne Russell, Advanta Wealth
Catherine Glennon, Tees Financial
Clare Farrell, Northfield Wealth
Donna Buffham, The Private Office
Elizabeth Webb, Fairstone
Jane Wilkinson, G&E Wealth Management
Jessica Ayres, Timothy James & Partners
Kaye Price, KP Financial Wellbeing
Lynne Gadsden, Grovewood Wealth Management
Rachael Hall, Seven Stages / Seven Medical
Rachel Efetha, Anstee & Co
Woman of the Year- Vulnerable Client Care
Carolyne Russell, Advanta Wealth
Ceri Griffiths, Willow Brook Lifestyle Financial Planning
Elizabeth Webb, Fairstone
Gillian Piggot, Advanta Wealth
Helen Howcroft, Equanimity Independent Financial Advisers
Kelly Mills, Queens Square Wealth Management
Lottie Kent, True Financial Design
Lynn Gadsden, Grovewood Wealth Management
Michelle Boakes, Verve Financial
Rebeya Islam, St James's Place
Tamsin Caine, Smart Financial
Toni Chalmers-Smith, Tees Financial