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