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