2023 Women in Financial Advice Awards Categories

Financial Adviser of the Year - Midlands & East Anglia

Open to women whose achievements and work within financial advice in the UK have helped enhance the sector or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model. The nominee must be able to demonstrate their influence in attracting and/or retaining women into financial advice.

Financial Adviser of the Year - North East

Open to women whose achievements and work within financial advice in the UK have helped enhance the sector or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model. The nominee must be able to demonstrate their influence in attracting and/or retaining women into financial advice.

Financial Adviser of the Year - North West

Open to women whose achievements and work within financial advice in the UK have helped enhance the sector or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model. The nominee must be able to demonstrate their influence in attracting and/or retaining women into financial advice.

Financial Adviser of the Year - Scotland & NI

Open to women whose achievements and work within financial advice in the UK have helped enhance the sector or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model. The nominee must be able to demonstrate their influence in attracting and/or retaining women into financial advice.

Financial Adviser of the Year - South East

Open to women whose achievements and work within financial advice in the UK have helped enhance the sector or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model. The nominee must be able to demonstrate their influence in attracting and/or retaining women into financial advice.

Financial Adviser of the Year - London

Open to women whose achievements and work within financial advice in the UK have helped enhance the sector or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model. The nominee must be able to demonstrate their influence in attracting and/or retaining women into financial advice.

Financial Adviser of the Year - South West

Open to women whose achievements and work within financial advice in the UK have helped enhance the sector or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model. The nominee must be able to demonstrate their influence in attracting and/or retaining women into financial advice.

Financial Adviser of the Year - Wales

Open to women whose achievements and work within financial advice in the UK have helped enhance the sector or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model. The nominee must be able to demonstrate their influence in attracting and/or retaining women into financial advice.

Woman of the Year – Financial Coaching

Please note: This category is open to women working in financial coaching. Open to women whose achievements and work in coaching in the UK have helped enhance this area of financial services or raise its profile as a career for women - whether through education, training, leadership or mentoring. Examples of coaching success stories would benefit submissions.

Woman of the Year – ESG Advice

Please note: This category is ONLY open to financial advisers and planners. Open to women whose achievements and work specifically within ESG advice in the UK have helped enhance this area of financial advice or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model.

Woman of the Year – Vulnerable Client Care

Please note: This category is ONLY open to financial advisers and planners. Open to women whose achievements and work specifically within vulnerable client care and advice in the UK have helped enhance this area of financial advice, particularly during the pandemic.

Woman of the Year – Investment Advice

Please note: This category is ONLY open to financial advisers and planners. Open to women whose achievements and work specifically within investment advice in the UK have helped enhance this area of financial advice or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model.

Woman of the Year – Protection Advice

Please note: This category is ONLY open to financial advisers and planners. Open to women whose achievements and work specifically within protection and healthcare advice in the UK have helped enhance this area of financial advice or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model.

Woman of the Year – Retirement Planning

Please note: This category is ONLY open to financial advisers and planners. Open to women whose achievements and work specifically within pensions advice and retirement planning in the UK have helped enhance this area of financial advice or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model.

Woman of the Year – Paraplanning

Please note: This category is NOT open to financial advisers or planners. Open to women whose achievements and work in paraplanning in the UK have helped enhance this area of financial advice or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model.

Woman of the Year – In-house Adviser Support
 Please note: This category is NOT open to financial advisers or planners. Open to women whose achievements and work providing internal support services within a UK financial advice business have helped enhance this area of financial advice or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model. Excluding financial advisers and paraplanners, the award is otherwise not specific to any particular role in a financial advice business.

Woman of the Year – ESG

Please note: This category is NOT open to financial advisers or planners. Open to women whose achievements and work in ESG-related areas of UK financial services have helped enhance the sector or raise its profile as a career for women - through education, training, leadership, mentoring or acting as a role model. The award is not specific to any particular role - it is, for example, open to those involved in management, strategy, product development, marketing, communications, sales, compliance, human resources or front, middle or back-office operations.


Woman of the Year – Investment  

Please note: This category is NOT open to financial advisers or planners. Open to women whose achievements and work in investment-related areas of UK financial services have helped enhance the sector or raise its profile as a career for women - through education, training, leadership, mentoring or acting as a role model. The award is not specific to any particular role - it is, for example, open to those involved in management, strategy, product development, marketing, communications, sales, compliance, human resources or front, middle or back-office operations.

Woman of the Year – Retirement

Please note: This category is NOT open to financial advisers or planners. Open to women whose achievements and work in pensions and retirement-related areas of UK financial services have helped enhance the sector or raise its profile as a career for women - through education, training, leadership, mentoring or acting as a role model. The award is not specific to any particular role - it is, for example, open to those involved in management, strategy, product development, marketing, communications, sales, compliance, human resources or front, middle or back-office operations.

Woman of the Year – Platforms

Please note: This category is NOT open to financial advisers or planners. Open to women whose achievements and work in platform and wrap-related areas of UK financial services have helped enhance the sector or raise its profile as a career for women - through education, training, leadership, mentoring or acting as a role model. The award is not specific to any particular role - it is, for example, open to those involved in management, strategy, product development, marketing, communications, sales, compliance, human resources or front, middle or back-office operations.

Woman of the Year – Fintech

Please note: This category is NOT open to financial advisers or planners. Open to women whose achievements and work in fintech-related areas of UK financial services have helped enhance the sector or raise its profile as a career for women - through education, training, leadership, mentoring or acting as a role model. The award is not specific to any particular role - it is, for example, open to those involved in management, strategy, product development, marketing, communications, sales, compliance, human resources or front, middle or back-office operations.

Woman of the Year – Adviser Support Services

Please note: This category is NOT open to financial advisers or planners. Open to women whose achievements and work in business providing external support services to UK financial advisers have helped enhance this area of financial services or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model. Excluding employees of financial advice businesses, the award is otherwise not specific to any particular role - it is, for example, open to those involved in management, strategy, product development, marketing, communications, sales, compliance, human resources or front, middle or back-office operations.

Role Model of the Year (large firms - small/medium firms)

Open to women in the UK financial services sector who have helped inspire others to fulfil their potential and achieve excellence in the workplace. Large firms company with more than 250 employees. Small/medium company with fewer than 250 employees.

Rising Star (Advice / Non-Advice)

Open to women in the UK financial services sector who have made a strong impact in a short space of time and are seen as most likely to progress further. There is no age limit and candidates can be graduates, non-graduates, trainees, managers or perhaps have entered financial services in recent years from a different sector. Nominees must have been working in UK financial services for fewer than three years on 1 January 2023.

Team Leader of the Year (large firms - small/medium firms)

Open to women in the UK financial services sector who head up a team and can demonstrate excellence in leadership, communication and vision. Large firms company with more than 250 employees. Small/medium company with fewer than 250 employees.

Most Inspiring Returner

For women who, since 1 January 2022 to 31 December 2022, have returned to work in the UK financial services sector, whether it be from a sabbatical, for health reasons, maternity leave or indeed anything else, and have acted as a role model to other women.

Marketing Influencer of the Year

Open to women in the UK financial services sector whose contribution via marketing and media, including social media, has helped influence and raise awareness of financial issues.

Contribution to Gender Diversity

Open to companies within the UK financial services sector who have implemented a project, initiative or wider changes in gender diversity within a business or the industry more broadly.