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