Congratulations to our 2023 winners!
Financial Adviser of the Year - Midlands and East Anglia
WINNER: Helen Vaughan, Woburn Street Financial Planning
HIGHLY COMMENDED: Jay Dhaliwal, Chase de Vere
Financial Adviser of the Year - North East
WINNER: Elizabeth Hastings, Chase de Vere
HIGHLY COMMENDED: Liza Pontone, Active Financial Planners
HIGHLY COMMENDED: Lisa Tipton, New World Financial Group
Financial Adviser of the Year - North West
WINNER: Sarah Johannesen, Close Brothers Asset Management
HIGHLY COMMENDED: Sarah Hogan, KBA The Financial Planning Company
Financial Adviser of the Year - London
WINNER: Nicky Barclay, Finura
Financial Adviser of the Year - South East
WINNER: Samantha Bradford, Simplicity Financial Planning
Financial Adviser of the Year - South West
WINNER: Sarah Roughsedge, Eva Wealth Management for Women
Financial Adviser of the Year - Scotland & NI
WINNER: Debbie Connolly, AAB Wealth
HIGHLY COMMENDED: Catriona Smith, Chase de Vere
Financial Adviser of the Year - Wales
WINNER: Gretchen Betts, Magenta Financial Planning
Contribution to Gender Diversity
WINNER: 7IM
HIGHLY COMMENDED: Close Brothers Asset Management
Woman of the Year - ESG Advice
WINNER: Rachel Sartin, Chase de Vere
Woman of the Year - ESG
WINNER: Abika Martin, LGT Wealth Management
HIGHLY COMMENDED: Rebecca Kowalski, Overstory Finance
Woman of the Year - Paraplanning
WINNER: Rajveet Kaur Kang, Chase de Vere
Woman of the Year - In-house Adviser Support
WINNER: Gemma Lewars, St James's Place
HIGHLY COMMENDED: Lucy Opie, Themis Wealth Management
Rising Star - Advice
WINNER: Lindsey Docherty, Mazars Financial Planning
Rising Star - Non-advice
WINNER: Phoebe Ellis, First Wealth (London)
HIGHLY COMMENDED: Nadia Fewlass-Jones, The Private Office
Woman of the Year - Investment
WINNER: Gillian Hepburn, Schroders
HIGHLY COMMENDED: Meera Hearnden, Parmenion
Woman of the Year - Investment Advice
WINNER: Jo Dean, St James's Place
Woman of the Year - Fintech
WINNER: Stephanie Hydon, iPipeline UK
HIGHLY COMMENDED: Eden Scrivenger, Novia Financial
Team Leader of the Year (Small/medium firms)
WINNER: Alison Welsh, Tweed Wealth Management
HIGHLY COMMENDED: Hannah Marsh, The Private Office
Role Model of the Year - Small/Medium firms
WINNER: Cherie-Anne Baxter, Unividual
HIGHLY COMMENDED: Lisa Tipton, New World Financial Group
Role Model of the Year (Large firms)
WINNER: Susan Hope, Scottish Widows
Woman of the Year - Adviser Support Services
WINNER: Emma Thomson, Sesame Bankhall Group
Woman of the Year - Retirement Planning
WINNER: Jennifer Skehan, Kellands (Hale)
HIGHLY COMMENDED: Michelle Lambell, The Minster Partnership
Woman of the Year - Retirement
WINNER: Alison Mollard, AJ Bell
HIGHLY COMMENDED: Susan Hope, Scottish Widows
Most Inspiring Returner
WINNER: Rehana Yasin, 7IM
HIGHLY COMMENDED: Zoe Warner, The Private Office
Woman of the Year - Protection Advice
WINNER: Joanna Streames, Velvet Mortgage & Insure Services
HIGHLY COMMENDED: Samantha Boswell, Coutts & Co
Marketing Influencer of the Year
WINNER: Claire Barker, Brooks Macdonald
HIGHLY COMMENDED: Riona Mulherin, Paradigm
Woman of the Year - Platforms
WINNER: Amira Norris, Novia
HIGHLY COMMENDED: Alison Mollard, AJ Bell
Team Leader of the Year - Large Firms
WINNER: Amira Norris, Novia
Woman of the Year - Financial Coaching
WINNER: Samantha Bradford, Simplicity Financial Planning
Woman of the Year - Vulnerable Client Care
WINNER: Jennifer Stone, Chase de Vere