2024 Finalists

Contribution to Gender Diversity – Advisory

Aviva Financial Advice & Equity Release Advice

Close Brothers Asset Management

Eastern Horizon Wealth Management

L&C Mortgages

The Private Office

Women's Wealth


Contribution to Gender Diversity - Financial Services

7IM

AJ Bell

Emergenzz Financial Services

Royal London Group

Schroders Personal Wealth

Tatton Investment Management

The Verve Foundation

Wealthtime


Financial Adviser of the Year – London

April Leeson, The Private Office

Bronwen Horton, Killik & Co

Claudia Button, Quilter Financial Advisers

Henrietta Oxlade, Radcliffe & Newlands Wealth

Jo-Ann Welman, Quilter Cheviot Financial Planning

Kirsty Stone, The Private Office

Nasiba Vaiya, Crowe Financial Planning

Nicky Barclay, Finura

Rubekka Sharma, Chase de Vere

Stefani Williams, Holden & Partners


Financial Adviser of the Year – Midlands & East Anglia

Beth Lilley-Compton, Henson Crisp

Debbie Packer, Integrity365

Elle Gedge, Schroders Personal Wealth

Hannah Edwards, Eva Capital Management

Jay Dhaliwal, Chase de Vere

Karen Hagan, Four Oaks Financial Services

Laura Blyth, Tees Financial

Rebecca Dorrian, Chase de Vere

Sarah Levett, EBCam

Toni Chalmers-Smith, Tees Financial


Financial Adviser of the Year - North East

Amy Gray, Amy Gray Wealth Management

Christie Tillett, The Private Office

Christine Tarran, Tarran & Co. Financial Planning

Deborah Tate, CHN Financial Consultancy

Gillian Shirt, Robertson Baxter

Hannie Mason, Mortgages with Hannie & Co

Sarah Beall, The Private Office

Sarah Elson, Berry & Oak

Sophie Thornhill, CHN Financial Consultancy

Stephanie McClarence, Continuum Financial Services


Financial Adviser of the Year - North West

Carla Brown, Oakmere Wealth Management

Elaine Porter, Schroders Personal Wealth

Jennifer Stone, Chase de Vere

Jo Wall, Joyful Wealth

Kaye Price, KP Financial Wellbeing

Laura Pearson, Storeton Rose Financial Planning

Liz Schulz, Five Wealth

Rebecca Bonner, Cove Financial Planning

Sarah Hogan, KBA The Financial Planning Company

Sarah Kendell, Financial Options Group


Financial Adviser of the Year - Scotland & NI

Cathy Brennan, Knightsbridge Wealth Management (NI)

Catriona Smith, Chase de Vere

Cheryl MacDonald, Investec Wealth & Investment (UK)

Debbie Connolly, AAB Wealth

Laura Marshall, Abrdn Financial Planning

Lynn Foulds, Close Brothers Asset Management

Nicola Coates, 56 Wealth

Renata Cook, Renata Cook Wealth Management


Financial Adviser of the Year - South East

Bina Dayaram, Bina Dayaram Wealth Management

Charlotte Walters, Avail Financial Planning

Irina Marta, Arcus Wealth/Corbel Partners

Merve Oral, The Private Office

Nicola Glass, Integrity 365

Rebecca Goater, Network Insurance & Financial Planning

Sandy Pabial, Countinuum Financial Services

Sarah Corney, Close Brothers Asset Management

Sophia Lerche-Thomsen, Frizzell Wealth Management

Zoe Daglass, Meliora Financial Planning


Financial Adviser of the Year - South West/Wales

Gretchen Betts, Magenta Financial Planning

Kate Farmer, Quilter Financial Advisers

Katie Nutting, Schroders Personal Wealth

Mel Mullender, The Minster Partnership

Michelle Lambell, The Minster Partnership

Rachel Henley, Fidelius

Rachel Sartin, Chase de Vere

Samantha Gratton, Ellis Davies Financial Planning

Samantha Wood-Mitchell, Wood Mitchell Financial Planning

Sarah Roughsedge, Eva Wealth Management for Women


Marketing Influencer of the Year

Caitlin Southall, Nucleus Financial

Cherie-Anne Baxter-Blyth, Unividual

Clare Moffat, Royal London

Hannah Steiner, St James’s Place

Isabelle Featherstone, Finura

Kirsty Zollinger, AJ Bell

Lucy Whitehead, Kingswood

Megan Pope, First Wealth (London)

Riona Mulherin, Paradigm Mortgage Services

Sarah Steele, Yellowtail Financial Planning


Most Inspiring Returner

Caroline Laudren, Consequential Planning

Catalina Hatos, WealthTime

Ceris Hymas, Finli Group

Deborah Tate, CHN Financial Consultancy

Harriet Troth, BRI Wealth Management

Hulya Gunay, Aegis Financial Planning

Katie Jackson, The Private Office

Rebecca Dorrian, Chase de Vere


Outstanding Contribution to the Profession

Amanda Cassidy, Quilter

Amira Norris, Altus Consulting

Carla Brown, Oakmere Wealth Management

Cathi Harrison, The Verve Group

Hayley Rabbets, The Verve Foundation

Jenni Turco, Positive Wealth Creation

Katja Oakley-Bell, Quilter

Lisa Conway-Hughes, LCH Wealth

Lucy Bristow, Wealthtime

Nicola Crosbie, Moran Wealth Management


Outstanding Support Initiative

Clarence Place Wealth Management, Apprenticeship Scheme

Schroders Personal Wealth, Employee Engagement Forum

The Private Office, Diversity & Inclusion Champions

St James’s Place, The Partnership Development Programme

The Verve Foundation, Adviser Incubator

The Verve Foundation, We Are Change


Rising Star – Advice

Bronwyn Pettitt, AAG Wealth Management

Elle Gedge, Schroders Personal Wealth

Eva Liukineviciute, AFS Financial Management

Kate Evans, Lucent Financial Planning

Katie Ross, Dentons Wealth

Katrania Lowers, Colmore Partners

Nadia Fewless-Jones, The Private Office

Nadia Johnstone-Smith, Quilter Cheviot Financial Planning

Sophia Bell, Succession Wealth

Tarnia Elsworth, TP Financial Solutions


Rising Star - Non-advice

Bobby Griffiths, Seccl

Charlotte Brown, Pangea Life

Clara Turney, Scottish Widows

Emily Coxell, AAG Wealth Management

Fernanda Partridge, Coutts

Hannah Steiner, SJP

Kayleigh Morris, Brookson Financial

Kirsty Mead, Close Brothers Asset Management

Megan Pope, First Wealth

Rebecca Odlin, Kingswood


Role Model of the Year (large firms)

Alison Mollard, AJ Bell

Caroline Basden, Succession

Hannah Coffey, St James’s Place

Jenny Davidson, Quilter

Michelle Holgate, RBC Brewin Dolphin

Natalie Turner, NatWest

Rajveet Kaur Kang, Chase de Vere

Rebecca Stein, Charles Stanley

Susan Hope, Scottish Widows

Vanessa Hubbard, Schroders Personal Wealth


Role Model of the Year (small/medium firms)

Charlotte Woodward, EdenTree

Gretchen Betts, Magenta Financial Planning

Joanna Streames, Velvet Mortgage & Insure Services

Jodie Phelps, De Mellow & Co

Justine Randall, Tatton Asset Management

Natasha O’Neill, Strategic Solutions Financial Services

Nicki Hinton-Jones, Timeline

Rio Stedford, Finura

Samanatha Secomb, Women’s Wealth

Sophia Bell, Succession Wealth

Sophie Thornhill, CHN Financial Consultancy

Susie Laws, Fiducia


Team Leader of the Year - Large Firms

Ashleigh Harrison, Succession Wealth

Beth Mepham, Succession Wealth

Caroline Basden, Succession Wealth

Carolyn Hopper, Quilter

Claire Bocking, Schroders Personal Wealth

Debbie Skerritt, Quilter Cheviot Financial Planning

Harriet Bartlett, Wealthtime

Michelle Holgate, RBC Brewin Dolphin

Rebecca Garrity, St. James's Place

Sarah Blyth, 7IM

Karyn McMillan, Schroders Personal Wealth


Team Leader of the Year - Small Firms

Cailin Lehmann, Tees Financial

Caitlin, Mullin, Intelligent Pensions

Cheryl Frazer, Ovation Finance

Hannah Wynick, Core Financial Paraplanning

Helen Morgan, Robertson Baxter

Joanne Bradbury, My Pensions Expert

Joanne Vauaghn, Robertson Baxter

Kirsty O’Sullivan, The Private Office

Louise Gilbody, Oakmere Wealth Management

Nancy-Leigh Viduka, OneWealth


Woman of the Year – Adviser Support Services (Large Firms)

Alexandra Maria Martinez, St James’s Place

Andrea Webster, Quilter Financial Advisers

Ayla Wilson, Kingswood

Clare Moffat, Royal London

Emma Marie Vaughan, SimplyBiz Services

Hannah Coffey, St James’s Place

Jennifer Peaty, SimplyBiz Services

Kerry Drysdale, St James’s Place (Technical Connection)

Kerry Glancy, 7IM

Rachel Crosswell, St James’s Place


Woman of the Year – Adviser Support Services (small/medium -firms)

Amy Collins, Oakmere Wealth Management

Andrea Villis, Wealthtime Select

Cailin Lehmann, Tees Financial

Cathi Harrison, The Verve Group

Elly Dowding, ESG Accord

Hayley Rabbets, The Verve Foundation

Helen Clark, Mint Blue Consulting

Jacquiline Berry, My Care Consultant

Kate Phillips, Timeline

Michelle Wilson-Stimpson, eParaplan Connect


Woman of the Year – ESG

Bethan Dixon, Quilter

Elly Dowding, ESG Accord (Accord Initiative)

Emily den Haan, Abrdn Financial Planning

Jane Bransgrove, Charles Stanley

Kate Kwiatkowska, Fintel

Petra Suzanne Deavall, St James’s Place Wealth Management

Samantha Cone, FundSense


Woman of the Year – Fintech

Alex Henderson, Seccl Technology

Danielle McLeod, Crowe Financial Planning UK

Helen Clark, Mint Blue Consulting

Helena Wardle, Money Means

Karen Barrett, Unbiased

Lysa Heaton, Plannr Technologies

Michela Silvestri, Binances

Nicky Sevel, Woven Advice

Tessa Lee, Moneyinfo


Woman of the Year – In-house Adviser Support

Hannah Coffey, SJP

Helen Gustar, Quilter Cheviot Financial Planning

Humaira Chowdhury, First Wealth (London)

Moll Thomas, Niche Private Clients

Rio Stedford, Finura

Sarah Aitken, The Private Office

Lucy Opie, Themis Wealth Management

Jaskiran Sandhu, 7IM

Clare Hopkins, Finli Group

Jane Reade, The Private Office


Woman of the Year – Investment

Bethan Dixon, Quilter Investors

Ceris Hymas, Finli Group

Eleanor Ingilby, Atomos

Ilana Miller, Royal London

Jenny Mills, BRI Wealth Management

Justine Randall, Tatton Investment Management

Kate Phillips, Timeline

Lorraine Antypova, Quilter Cheviot

Lucy Ritchie, LGT Wealth Management UK

Sophie Kennedy, EQ Investors


Woman of the Year – Investment Advice

Claudia Button, Quilter Financial Advisers

Debbie Packer, Integrity365

Francesca Smith, FSWM

Jo Dean, Avanti Wealth Management

Kate Griffiths, Schroders Personal Wealth

Kirsty Watson, Watson Wood Financial Planning

Poppy Campbell-Lamerton, 7IM

Rachel Selby, True Potential Wealth Management

Sophie Haslehurst, Integrity 365

Sophie Thornhill, CHN Financial Consultancy


Woman of the Year – Paraplanning

Emma Mitchell, Associate Compliance

Jade Spilsbury, The Private Office

Kimberley Malin, Plan Works

Lucy Huckle, Timothy James & Partners

Rachael Martin, Strategic Solutions Chartered Financial Planners

Rajveet Kaur Kang, Chase de Vere

Rose Bridel, Chetwood Wealth Management

Shaunagh Wilson, eParaplan Connect

Shelly Smith, Intelligent Pensions

Toyah Wiginton, Close Brothers Asset Management


Woman of the Year – Platforms

Alison Mollard, AJ Bell

Bella Caridade-Ferreira, Fundscape

Ellie Clarke, Growthinvest

Jenny Davidson, Quilter

Laura Barnes, Nucleus Group

Lucy Bristow, Wealthtime

Melissa Griffiths, Growthinvest


Woman of the Year – Protection Advice

Coreena Dutton, Integrity365

Joanna Streames, Velvet Mortgage & Insure Services

Joanne Lawrenson, Astute Private Wealth

Joanne Legg, Protection Guru - FTRC

Katy Davies, Hanbury Wealth

Laura Jordan, Fox Payne Associates

Rachel Allison, Create Finance

Samantha Boswell, Coutts & Co

Sandy Pabial, Continuum


Woman of the Year – Retirement

Freya Wiggin, Willis Towers Watson (LifeSight)

Rebecca Stein, Charles Stanley

Steph Wilcox, Dynamic Planner

Susan Hope, Scottish Widows


Woman of the Year – Retirement Planning

Amy Gray, Amy Gray Wealth Management

Donna Buffham, The Private Office

Hollee Vivian, Abrdn Financial Planning

Katie Nutting, Schroders Personal Wealth

Laura Ripley, BRI Wealth Management

Nicola Coates, 56 Wealth

Rebecca Lucas, Liora Wealth

Renata Cook, Renata Cook Wealth Management

Samantha Wood-Mitchell, Wood Mitchell Financial Planning

Sarah Levett, EBCam


Woman of the Year – Vulnerable Client Care

Catriona Smith, Chase de Vere

Gill Lynes, Carpenter Box Financial Advisers

Jennifer Stone, Chase de Vere

Laura Jordan, Fox Payne Associates

Rhiannon Gogh, PlanIt Future Financial

Robin Quirt, Burfields House Wealth Management

Ruth Downs, St James’s Place

Veronica Trotter, Quilter Financial Advisers