Congratulations to our 2025 Women in Financial Advice Awards Finalists

Contribution to Gender Diversity – Advisory

Avanti Wealth Management

Burfields House Wealth Management

Fidelius

Francis Clark Financial Planning

Kam Kaur.S Wealth Management

Lawrence Clarke Financial Planning

Moran Wealth Management

New Forest Wealth Management

Personal Finance Movement

Schroders Personal Wealth

Truly Independent

Contribution to Gender Diversity – Financial Services

BTJ Mortgages

Next Stage Financial

Evelyn Partners

Natwest Group

Nucleus

Re:Source Paraplanning

Scottish Widows

The Verve Foundation

Financial Adviser of the Year – London

Abigail Banks, The Private Office

Aroma Khan, Natwest

Bronwyn Pettitt, AAG Wealth Management

Francesca Smith, FSWM

Gemma Stewart, Atomos

Lisa Meller, Personal Finance Movement

Lucy Chahil, IPS Capital

Macey Greenall, Key Financial Wealth Management

Medina McKenzie, Belvedere Wealth Management

Molly Burd, Lathe & Co Wealth Advisers

Rubekka Sharma, Chase de Vere

Sophia McGhee, AAG Wealth Management

Sophie Haslehurst, Integrity365

Sandy Pabial, Continuum Financial Services

Financial Adviser of the Year – Midlands and East Anglia

Catherine Glennon, Evelyn Partners

Chloe Worrod, Timely Wealth Management

Eleanor Jordan, Meriden Financial Planning

Hazel Bowen, Canaccord Wealth

Jay Dhaliwal, Chase de Vere

Lena Patel, ISJ Financial Planning

Phoebe Lane, Bespoke Advice

Sophia Bell, Aviva

Toni Chalmers-Smith, Tees Financial

Victoria Jones, Quilter Cheviot

Financial Adviser of the Year – North East

Amy Gray, Amy Gray Wealth Management

Caroline Allen, Yorkshire Financial Planning

Christie Tillett, The Private Office

Christine Tarran, Tarran & Co Financial Planning

Joanne Baker, Yorkshire Financial Planning

Lottie Kent, True Financial Design

Robin Howcroft, Quilter Cheviot

Sarah Elson, Berry & Oak

Sophie Lackie, Pearwood Financial Planning

Stephanie McClarence, Continuum

Sophie Thornhill, CHN Financial Consultancy

Financial Adviser of the Year – North West

Amy Grace, Five Wealth

Carla Brown, Oakmere Wealth Management

Catrina Walker-Jones, HWIFM

Elaine Porter, Schroders Personal Wealth

Laura Duncan, Continuum Financial Services

Monica Harrison-Fish, Schroders Personal Wealth

Nadia Enver, Nadia Enver Financial Planning

Rachel Edwards, Thrive Together FP

Sarah Johannesen, TrinityBridge

Shalini Kanap, Her Financial Planning

Tamsin Caine, Smart Financial

Yuan Zhang, Discover Mortgage

Financial Adviser of the Year – Scotland and NI

Alison Welsh, Tweed Wealth Management

Carolyne Russell, Advanta Wealth

Casey Graham, Aberdeen Financial Planning

Catriona Smith, Chase de Vere

Emma Reid, Phil Anderson Financial Services

Kate Griffiths, Schroders Personal Wealth

Lynne Foulds, TrinityBridge

Nadeen Watson, Spectrum Wealth Group

Rachel Stewart, Traprain Financial

Zara Davis, Quilter Cheviot

Financial Adviser of the Year – South East

Gemma Stewart, Atomos

Jodie Phelps, de Mellow & Co

Lorraine Sellwood, Eight Wealth Management

Lynne Gadsden, Eight Wealth Management

Naomi Kewell, Clarity

Nila Mistry, Prosperity Life Planning

Rachel Lane, Squirrel Financial Planning

Samantha Bradford, Simplicity Financial Planning

Samantha Kaye, Wellesley

Sarah Roughsedge, Eva Wealth

Sarah Swinford, Ascot Lloyd

Financial Adviser of the Year – South West

Emma McNally, Chase de Vere

Kimberley Sare, Guided Financial

Mel Mullender, The Minster Partnership

Michelle Willcock, Francis Clark Financial Planning

Naomi Keith, The Aspire Partnership

Nicki Morris, Nicki Morris Mortgages

Nishma Waite, Fidelius

Rachel Henley, Fidelius

Samantha Gratton, Ellis Davies Financial Planning

Sarah Roughsedge, Eva Wealth Management for Women

Tracy Crookes, Quilter Cheviot

Financial Adviser of the Year – Wales

Emma Hall, 75point3

Gretchen Betts, Magenta Financial Planning

Tracy Brookes, 75point3

Marketing Influencer of the Year

Amy Johnson, IronMarket Wealth

Cara Casey, Schroders Personal Wealth

Celeste Garib, Flying Colours Advice

Elizabeth Basten, Kiss My Brand

Georgia Platt, Henwood Court Financial Planning

Hannah Brophy, Aviva

Helen Lloyd-McKinnon, AJ Bell Investcentre

Holly Mackay, Boring Money

Isabelle Featherstone, Finura

Kirsty Zollinger, AJ Bell

Mairi Shepperson, Integrity365

Tammy Devonald, Ovation Finance

Most Inspiring Returner

Cheryl Frazer, Ovation Finance

Emma Clement, The Private Office

Georgi Bennett, Partners Wealth Management

Helen Lloyd-McKinnon, AJ Bell

Jade Swanston, Advanta Wealth

Julia Haldner, AAG Wealth Management

Meghan McPartlane, Schroders Personal Wealth

Michelle Thurgood, Eight Wealth Management

Mollie Thornton, Parmenion

Priory Bazley, Fidelius

Tor Dixon, IronMarket Wealth

Outstanding Support Initiative

Attivo (Attivo Financial Planning Women's Initiative)

Avanti Wealth Management (Flexible Working)

Bespoke Advice (Wellbeing in the Workplace)

Fusion Business Management (Outsourced Practice Manager)

Schroders Personal Wealth (Wellbeing Strategy)

The Financial Planning Club

The Verve Foundation

Rising Star (Advice)

Annie Young, Next Stage Financial

Charlotte Evans, David James Wealth

Francine Kelly, The Private Office

Grace Keppel, New Forest Wealth Management

Hayley Gibson, Truly Independent

Maria Langford, Beyond Finance

Nadia Enver, Nadia Enver Financial Planning

Nadia Fewlass-Jones, The Private Office

Nicola Turner, Nicola Turner Financial Planning

Romany Youell, Needingadvice.co.uk

Saira Manga, Ascot Lloyd

Tasha Mulford, Frizzell Wealth Management

Victoria Cable, Advanced Wealth Management

Role Model of the Year (large firms)

Alison Hendrick, Quilter Cheviot

Caroline Basden, Succession Wealth

Claire Bocking, Schroders Personal Wealth

Claire Moffat, Royal London

Hazel Bowen, Canaccord Wealth

Helen Gustar, Quilter Cheviot

Jay Dhaliwal, Chase de Vere

Karyn McMillan, Schroders Personal Wealth

Laura Barnes, Nucleus

Marion Reilly, Rathbones

Michelle Andrews, Quilter Cheviot

Rajveet Kaur Kang, Chase de Vere

Rose St Louis, Scottish Widows

Role Model of the Year (medium firms between 50 and 250 employees)

April Leeson, The Private Office

Emma James, MASECO Private Wealth

Giulia Walker, The Private Office

Hayley Rabbets, for her work at The Verve Foundation

Helena Eaton, Bedrock Group

Justine Randall, Tatton Investment Management

Kate Phillips, Timeline

Katie Jackson, The Private Office

Kay Park, The Private Office

Natasha O'Neill, Strategic Solutions Financial Services

Nicki Hinton-Jones, Timeline

Nishma Waite, Fidelius

Sasha Adsett, Eight Wealth Management

Tina Busby-Grayer, Wealthtime Classic

Role Model of the Year (small firms, fewer than 50 employees)

Carla Brown, Oakmere Wealth Management

Danni Watts-Jones, DWJ Wealth Management

Jo Dean, Avanti Wealth Management

Joanna Streames, Velvet Mortgage & Insure

Katie Davis Rajasekaran, Barr Davis and Company

Laura-Ann Martens, GrowthInvest

Maria Langford, Beyond Finance

Nila Mistry, Prosperity Life Planning

Phoebe Lane, Bespoke Advice

Rebecca Goater, Network Insurance & Financial Planning

Robin Quirt, Burfields House Wealth Management

Ruth Downs, Truth Financial

Sarah Elson, Berry & Oak

Sophie Lackie, Pearwood Financial Planning

Sophie Thornhill, CHN

Vicki Langdon, Lightside Financial Planning

Team Leader of the Year (large firms)

Alison Hendrick, Quilter Cheviot

Caroline Basden, Succession Wealth

Claire Bocking, Schroders Personal Wealth

Helen Morgan, Robertson Baxter

Jeanette Johnson, Coutts

Jo Jewell, Quilter Cheviot

Joanne Vaughan, Robertson Baxter

Karyn McMillan, Schroders Personal Wealth

Lindsay Brookes, Schroders Personal Wealth

Michelle Andrews, Quilter Cheviot

Rebecca Williams, Rathbones

Sally Pape, Schroders Personal Wealth

Shelli Bentley, Royal London

Team Leader of the Year (small/medium firms)

Adele Tiff, Simpson Financial Services

Alison Welsh, Tweed Wealth Management

Anne Bowes, Lawrence Clarke Financial Planning

Brooke Malem, Partners Wealth Management

Debbie Howell, Lawrence Clarke Financial Planning

Emma Thomson, Moran Wealth Management

Hana Dickinson, Timeline

Helen Diamond, J Edward Sellars and Partners

Jill Hamilton, SimplyBiz

Julia Fintz, Dunstan Thomas

Louise Carter, The Private Office

Nicki Hinton-Jones, Timeline

Nicola Clark, Wealthtime

Pippa Ellis, Beacon Wealth Management

Rio Stedford, Finura

Sarah Hogan, KBA FS

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

Charlotte Kirk, Natwest

Debbie Mahanta, St James's Place

Eleanor Milligan, St James's Place

Emma Vaughan, SimplyBiz

Esther Hobden, LV=

Jodie Stanton, 7IM

Lisa Webster, AJ Bell

Rachel Vahey, AJ Bell

Stephanie Reay, 7IM

Sue Hudson, St James's Place

Tracey Carrick, TrinityBridge

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

Ashley Wigmore, Plus Group

Elly Dowding, ESG Accord

Hayley Rabbets, for her work at The Verve Foundation

Helen Clark, Mint Blue Consulting

Jennifer Boon, Wealthtime

Jennifer Peaty, SimplyBiz

Julia Dreblow, SRI Services

Karlene Briley, Organised You

Katherine Harvey, Melo

Michelle Wilson-Stimson, eParaplan Connect

Sarah Paul, Panacea Adviser

Sarah Watts, The Yardstick Agency

Shaunagh Wilson, eParaplan Connect

Victoria Hicks, Melo

Woman of the Year – Fintech

Andrea Macdonald, Avenir

Carla Bishop, Eight Wealth Management

Claire Thompson, Forvis Mazars Financial Planning

Helen Clark, Mint Blue Consulting

Helena Wardle, MoneyMeans

Jill Hamilton, SimplyBiz

Karen Barrett, Unbiased

Melissa Griffiths, GrowthInvest

Roxanne Corrieri, Intelliflo

Nicky Sevel, Woven Advice

Samantha Cone, FundSense

Woman of the Year – Investment

Charlotte Watson, Attivo Investments

Debbie Holmes, Ebi Portfolios

Eleanor Ingilby, Atomos Investments

Holly Mackay, Boring Money

Joanne Benson, Copia Capital

Kate Phillips, Timeline

Kelly Prior, Marlborough

Kristina Spasic, Coutts & Company

Madeleine Debney, Otto Finance

Meera Hearnden, Parmenion

Melanie Beyeler, EFG Asset Management

Woman of the Year – Investment Advice

Amy Gray, Amy Gray Wealth Management

Andere Casanova, Cameron James

Catherine Simmonds, Mentmore Financial Planning

Charlotte Rush, Burfields House Wealth Management

Helena Eaton, Bedrock Group

Jessica Balkwill, Brighthelm Financial

Lorraine Sellwood, Eight Wealth Management

Rachel Titchen, Broadstone

Sabrina Tambini, Fidelity Wealth Management

Sophie Haslehurst, Integrity 365

Vicki Watson, Clarity

Woman of the Year – Paraplanning

Christina MacSween, Chase de Vere

Jordan Laight, BRI Wealth Management

Leanne Hobden, Burfields House Wealth Management

Louise Headifen, Foster Denovo

Maura Baines, KBA Financial

Maxine Watters, Truly Independent

Rachael Wild, Re:Source Paraplanning

Rajveet Kaur Kang, Chase de Vere

Raveen Uppal, Rathbones

Sarah Compton-Hall, Clarity

Stephanie Farish, Quilter Cheviot

Zoe Leek, Walden Capital

Woman of the Year – Platforms

Charlotte Hughes, Quilter

Claire Thomson, Scottish Widows

Ellie Clark, GrowthInvest

Jenny Thorpe, Nucleus

Kerrie Thorley, The Private Office

Laura Barnes, Nucleus

Linda Johnstone, Novia Global

Liz Phillips, Forvis Mazars Financial Planning

Lorna Whalley, Aviva

Lucy Bristow, Wealthtime

Rachel Donoghue, Schroders Personal Wealth

Woman of the Year – Protection Advice

Carly A Naylor, Foster Denovo

Cheryl Macdonald, Rathbones

Gemma White, The Mortgaged

Kathryn Morgan-Jones, 75point3

Lauren Boldy, Schroders Personal Wealth

Liz Rolland, Dean Stevens Wealth Management

Rachel Lane, Squirrel Financial Planning

Sam Boswell, Coutts & Co

Sandy Pabial, Continuum Financial Services

Woman of the Year – Retirement

Alexandra Miles, L&G Asset Management

Claire Trott, St James's Place

Clare Moffat, Royal London

Hannah Kennedy, Astute Private Wealth

Jill Henderson, Scottish Widows

Kay Westgarth, Aviva

Sophia Singleton, XPS Group

Susan Hope, Scottish Widows

Woman of the Year – Retirement Planning

Anne McClean, IPS Capital

Amy Grace, Five Wealth

Andere Casanova, Cameron James

Emma Reid, Phil Anderson Financial Services

Francesa Smith, FSWM

Kate Shaw, Financial Life Planning

Mel Mullender, The Minster Partnership

Michelle Lambell, The Minster Partnership

Monica Harrison-Fish, Schroders Personal Wealth

Sophie Wreford, Willday Wealth Management

Tracey Brookes, 75point3

Woman of the Year – Vulnerable Client Care

Anna Owen, Chase de Vere

Catherine Glennon, Evelyn Partners

Catriona Smith, Chase de Vere

Danni Watts-Jones, DWJ Wealth Management

Gill Lynes, Carpenter Box Financial Advisers

Hulya Gunay, Hoxton Wealth

Jennifer Stone, Chase de Vere

Kate Palmer, Rathbones

Kerry Saunders, Heritage Investments

Kimberley Sare, Guided Financial

Lottie Kent, True Financial Design

Lucy Chahil, IPS Capital

Lynne Gadsden, Eight Wealth Management

Rhiannon Gogh, Planit Future Financial & Senda

Sian MacInnes, Callabas Financial Services

Woman of the Year: In-house Adviser Support

Aisha Williams, LGT Wealth Management

Amy Collins, Oakmere Wealth Management

Ane Lindenbaum, bdhSterling

Angela Hunter, Schroders Personal Wealth

Angela Whillians, Financial Advice Centre

Charlotte Hughes, Quilter

Jane Reade, The Private Office

Jo Pawson, John Charcol

Kerrie Thorley, The Private Office

Rio Stedford, Finura

Samantha Clifford, Rowley Turton

Sarah Aitken, The Private Office

Sasha Kershaw, The Private Office

Siobhan Kearns, Flying Colours Advice

Outstanding Contribution to the Profession

Jennifer Stone, Chase de Vere

Jenni Turco, Positive Wealth Creation

Joanna Streames, Velvet Mortgage & Insure Services

Katja Oakley-Bell, Octopus Money

Laura Duncan, Continuum Financial Services

Lucy Bristow, Wealthtime

Marion Reilly, Rathbones

Nicola Crosbie, Moran Wealth Management

Rhiannon Gogh, Planit Future, Senda

Rose St Louis, Scottish Widows

Samantha Bradford, Simplicity Financial Planning

Sarah Waring, MKC Wealth

Suzi Lane, Bespoke - Advice