2024 Winners and Highly Commended

Contribution to Gender Diversity – Advisory

WINNER: Women's Wealth

Contribution to Gender Diversity - Financial Services

WINNER: Schroders Personal Wealth

Financial Adviser of the Year – London

WINNER: Rubekka Sharma, Chase de Vere

Financial Adviser of the Year - Midlands & East Anglia

WINNER: Hannah Edwards, Eva Capital Management

Financial Adviser of the Year - North East

WINNER: Amy Gray, Amy Gray Wealth Management

HIGHLY COMMENDED: Sarah Elson, Berry & Oak

Financial Adviser of the Year - North West

WINNER: Jo Wall, Joyful Wealth

Financial Adviser of the Year - Scotland & NI

WINNER: Cathy Brennan, Knightsbridge Wealth Management (NI)

HIGHLY COMMENDED: Catriona Smith, Chase de Vere

Financial Adviser of the Year - South East

WINNER: Nicola Glass, Integrity 365

HIGHLY COMMENDED: Bina Dayaram, Bina Dayaram Wealth Management

Financial Adviser of the Year - South West & Wales

WINNER: Sarah Roughsedge, Eva Wealth Management for Women

HIGHLY COMMENDED: Gretchen Betts, Magenta Financial Planning

HIGHLY COMMENDED: Samantha Gratton, Ellis Davies Financial Planning

Marketing Influencer of the Year

WINNER: Cherie-Anne Baxter-Blyth, Unividual

HIGHLY COMMENDED: Kirsty Zollinger, AJ Bell

Most Inspiring Returner

WINNER: Rebecca Dorrian, Chase de Vere

HIGHLY COMMENDED: Hulya Gunay, Aegis Financial Planning

Outstanding Support Initiative

WINNER: The Verve Foundation, Adviser Incubator

HIGHLY COMMENDED: The Verve Foundation, We Are Change

Rising Star – Advice

WINNER: Nadia Johnstone-Smith, Quilter Cheviot Financial Planning

Rising Star - Non-advice

WINNER: Hannah Steiner, St James's Place

HIGHLY COMMENDED: Meghan Pope, First Wealth (London)

Role Model of the Year (large firms)

WINNER: Susan Hope, Scottish Widows

HIGHLY COMMENDED: Michelle Holgate, RBC Brewin Dolphin

Role Model of the Year (small/medium firms)

WINNER: Samantha Secomb, Women's Wealth

Team Leader of the Year - Large Firms

WINNER: Harriet Bartlett, Wealthtime

Team Leader of the Year - Small Firms

WINNER: Kirsty O'Sullivan, The Private Office

Woman of the Year – Adviser Support Services (large firms)

WINNER: Clare Moffat, Royal London

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

WINNER: Jacqueline Berry, My Care Consultant

HIGHLY COMMENDED: Elly Dowding, ESG Accord

Woman of the Year – ESG

WINNER: Kate Kwiatkowska, Fintel

Woman of the Year – Fintech

WINNER: Helen Clark, Mint Blue Consulting

HIGHLY COMMENDED: Karen Barrett, Unbiased

Woman of the Year – In-house Adviser Support

WINNER: Rio Stedford, Finura

Woman of the Year – Investment

WINNER: Kate Phillips, Timeline

Woman of the Year – Investment Advice

WINNER: Francesca Smith, FSWM

Woman of the Year – Paraplanning

WINNER: Rajveet Kaur Kang, Chase de Vere

HIGHLY COMMENDED: Rachael Martin, Strategic Solutions Chartered Financial Planners

Woman of the Year – Platforms

WINNER: Allison Mollard, AJ Bell

Woman of the Year – Protection Advice

WINNER: Joanna Streames, Velvet Mortgage & Insure Services

Woman of the Year – Retirement

WINNER: Susan Hope, Scottish Widows

Woman of the Year – Retirement Planning

WINNER: Amy Gray, Amy Gray Wealth Management

Woman of the Year – Vulnerable Client Care

WINNER: Catriona Smith, Chase de Vere

HIGHLY COMMENDED: Rhiannon Gogh, PlanIt Future Financial

Outstanding Contribution to the Profession

WINNER: Amira Norris, Altus Consulting