Women in Financial Advice Awards 2025 Nominees
The list of all the individuals and organisations that have been nominated for the Women in Financial Advice Awards 2025!
Congratulations!
2025 Individual Nominees (A-F)
Tanya Absalom, Tanya Absalom Mortgages
Sasha Adsett, Eight Wealth Management
Poppy Aherne, The Private Office
Sarah Aitken, The Private Office
Suzanne Akers, 7IM
Nesli Akkus, Ada & Co Accounts
Scarlet Alderson, AAG
Caroline Allen, Yorkshire Financial Planning
Helen Allen, Henwood Court Financial Planning
Jessica Allen, Wealthtime
Susan Allen, 7IM
Krina Amin, 7IM
Jennifer Anderson, AC Wealth
Lisa Anderson, Continuum (Financial Services)
Lisa Andrews, Andrews and Bar
Michelle Andrews, Quilter Cheviot
Molly Angell, Georgetown Wealth Management
Kelly Ansell, Quilter Cheviot
Caroline Anstee, Anstee & Co
Virginia Arguelles, Curzon Consulting
Lorraine Armstrong, Canaccord Wealth
Lisa Arnold, Four Oaks Financial Services
Olivia Arnold, Four Oaks Financial Services
Camila Astaburuaga, EFGAM
Emma Astley, Cover My Bubble
Daniella Attenborough, Continuum (Financial Services)
Lucy Atthis, David James Wealth
Petra Aubert, Profecto Financial Services
Jessica Ayres, Timothy James and Partners
Allie Baglow, Allisons Financial Planning
Maura Baines, KBA The Financial Planning Company
Alice Baker, Active Investment Managers (trading as Morgan Williams & Co)
Joanne Baker, Yorkshire Financial Planning
Jessica Balkwill, Brighthelm Financial
Abigail Banks, The Private Office
Naomi Banks, Henwood Court Financial Planning
Emma Barclay, Lynas Vokes Investments
Nicky Barclay, Finura
Michelle Barlow, Astute Private Wealth
Joely Barnes, The Private Office
Laura Barnes, Nucleus
Lisa Barnes, Wren Sterling Financial Planning
Nia Barnes, Atomos
Vickie Barnes, Emma Ralls Wealth Management
Gail Barr, Ruth Whitehead Associates
Shona Barr, Progeny Wealth
Stephanie Barr, The Private Office
Karen Barrett, Unbiased
Andrea Barry, Schroders Personal Wealth
Caroline Basden, Succession Wealth
Emily Bassalian, Coutts
Michelle Bassett, Schroders Personal Wealth
Elizabeth Basten, AdvisoryAI
Cherie-Anne Baxter, Unividual
Caris Bayley, Brook Financial Services - Mortgage Advice Bureau
Priory Bazley, Fidelius
Jenna Beal, Avanti Wealth Management
Sarah Beall, The Private Office
Melanie Beaver, Plus Group
Benjamin Beck, Financial Planning by TaxAssist
Amy Bell, Forvis Mazars
Gill Bell, Emma Ralls Wealth Management
Lily Bell, Rise Wealth
Natalie Bell, Verve
Sophia Bell, Succession Wealth
Georgina Bellinger, Henson Crisp
Stevie Bellingy, GK Finance
Kate Bench, Schroders Personal Wealth
Georgi Bennett, Partners Wealth Management
Susan Bennett, Advanta Wealth
Joanne Benson, Copia Capital
Shelli Bentley, Royal London
Gretchen Betts, Magenta Financial Planning
Melanie Beyeler, EFGAM
Laura Bickerdike, Schroders Personal Wealth
Ornella Bille, Schroders Personal Wealth
Carla Bishop, Eight Wealth Management
Sandra Bishop, City Financial Planning
Shazna Bishop, RBC Brewin Dolphin
Debbie Blaber, St. James's Place
Emma Black, Cascade Cash Management
Claire Bocking, Schroders Personal Wealth
Georgia Boddy, Cascade Cash Management
Stella Boden, Tyndall Investment Managers
Helena Bogdanovski, Foster Denovo
Lauren Boldy, Schroders Personal Wealth
Alona Bondarenko, de Mellow & Co
Chelsea Borrow, Astute Private Wealth
Samantha Boswell, Coutts + Co
Ashleigh Bottomley, Oak Mortgages
Joanne Bottrell, Fidelius`
Hazel Bowen, Canaccord Wealth
Anne Bowes, Lawrence Clarke
Kate Bowley, Astute Private Wealth
Tracey Boyd, Mortgage Hub Expert
Katie Boyle, The Private Office
Sally Boyle, Defaqto
Samantha Bradford, Simplicity FP
Monica Bradley, MB Associates
Taylor Bradley, AJ Bell
Elizabeth Bradshaw, Fiscal Engineers
Lindsey Brandon, Four Oaks Financial Services
Alex Brennan, Puleston Wealth Management
Cathie Brewer, Quilter Cheviot
Danielle Brewer, Tees Financial
Karlene Briley, Organised You
Lucy Bristow, Wealthtime
Maisie Brockes, AAG
Jennifer Brockman, Citrus Financial Management
Siobhan Brookes, Folan Brookes Financial Consultant
Tracy Brookes, 75point3
Claire Brooks, Clarity
Francesca Brooks, VouchedFor
Lindsay Brooks, Schroders Personal Wealth
Hannah Brophy, Aviva
Amy Brown, Jane Smith Financial Planning
Carla Brown, Oakmere Wealth Management
Emma Brown, The Yardstick Agency
Kate Brown, Robertson Baxter
Julia Brownley, Manchester Money Financial Advisors
Jessica Brundle, Attivo
Emma Brush, Succession Wealth
Ewa Brzeska, Truly Independent
Sarah Buchanan Smith, Quilter
Caitlin Buckley, Forvis Mazars
Kate Buckley, iPipeline
Donna Buffham, The Private Office
Chloe Bull, Schroders Personal Wealth
Molly Burd, Lathe & Co Wealth Advisers
Kay Burke, PSA Financial Services
Jennifer Burt, EV
Tina Busby-Grayer, Wealthtime
Terrie Busfield, Selina Finance
Joanna Butler, Foster Denovo
Rhianydd Butler, Anderson Wealth Planning
Gabrielle Byrom, Burfields House Wealth Management
Adele Cable, Advanced Wealth Management
Victoria Cable, Advanced Wealth Management
Robyn Caffell, Intelligent Pensions
Tamsin Caine, Smart Financial Planning
Lisa Callaghan, Throgmorton Associates Wealth Management
Rachael Callaghan, Verve
Claire Campbell, Forvis Mazars
Daniella Campbell, Forvis Mazars
Gillian Campbell, 7IM
Kim Campbell, Parmenion
Heather Camsell-Graham, Finli
Melissa Canham, Timeline
Hilary Carden, Cardens
Ania Carman, Leading Edge Wealth Planning
Leanne Carmedy, Jane Smith Financial Planning
Hannah Carr, Forvis Mazars
Nicola Carr, Succession Wealth
Tracey Carrick, TrinityBridge
Louise Carter, The Private Office
Andere Casanova, Cameron James
Cara Casey, Schroders Personal Wealth
Sinead Castineira, The Private Office
Lucy Chahil, IPS Capital
Sarah Challenor, Adviser Outsourcing
Louise Challis, Clarity
Toni Chalmers-Smith, Tees Law & Wealth
Clare Chamberlayne, NFU Mutual
Maggie Champion, Eight Wealth Management
Louise Charrington, Fidelius
Hina Chauhan, Mattioli Woods
Carla Cheek, Reassured
Jana Chetraru, BTJ Mortgages
Sam Christopher, 7IM
Tara Cimino, The Dubs Agency
Ellie Clark, GrowthInvest
Helen Clark, Mint Blue Consulting
Joanna Clark, BRI Wealth Management
Nicola Clark, Wealthtime
Elwy Clarke, Redington
Emma Clement, The Private Office
Samantha Clifford, Rowley Turton
Tamera Coburn, Eva Capital Management
Mia Cohen, Wealthtime
Doris Coiley, Milecross Financial Solutions
Danielle Cole, Tees Financial
Joanne Cole, BrokerIQ
Nida Cole, Tees Financial
Sara Cole, Four Oaks Financial Services
Charlote Coles, Burnham Mortgage Adviser
Lisa Colley, Frost Wealth Management
Sally Collie, AC Wealth
Amy Collins, Oakmere Wealth Management
Lana Collins, Dyer & Co. wealth management
Sarah Compton-Hall, Clarity
Kez Condy, Navigatus
Samantha Cone, FundSense
Alice Conway, Callabas Financial Services
Megan Cook, Stan Sherlock Associates
Renata Cook, Renata Cook Wealth Management
Ronni Cook, Chartwell Financial Planning
Victoria Cooke, Brighthelm Financial
Verity Corbett, Croft and Oakes Chartered Financial Planners
Eloise Cornes, OneWEalth
Melissa Corney, City Asset Management
Roxanne Corrieri, Intelliflo
Gabriella Cotton-Gambara, Wensons Financial
Lucy Coughlan, Quilter Cheviot
Amal Cowan, Kingswood
Judith Cowan, Aberdeen Financial Planning
Suzanne Cox, Clarity
Emily Coxell, AAG
Katie Craddock, TrinityBridge
Jessica Creasey, Astute Private Wealth
Lorraine Cregg, Depledge Strategic Wealth Management
Abbie Criscenti, Partners Wealth Management
Tracy Crookes, Quilter Cheviot
Charlotte Croose, The Aspire Partnership
Nicola Crosbie, Moran Wealth Management
Steph Culpin, Fidelius
Jennifer Cumberledge, True Potential
Georgiana Cummings, Clarence Place Wealth Management
Gillian Cummings, Puleston Wealth Management
Ellie Cunningham, Morningstar Wealth Platform
Amanda Curwood, Reassured
Lourdes+B222:B377 da Silva, Astute Private Wealth
Zoe Dagless, Meliora Financial Planning
Clare Dale, Plus Group
Janice Dallas, AC Wealth
Milena Damjanovic, Simpson Financial Services
Katie Dandy, Finli
Anna Darling, Lathe & Co Wealth Advisers
Elle Darling, Canada Life
Nicola Davey, Astute Private Wealth
Emily Davies, Truly Independent
Julie Davies, Defaqto
Jodie Davis, FE Fundinfo
Ruth Davis, Astute Private Wealth
Zara Davis, Quilter Cheviot
Katie Davis-Rajasekaran, Barr Davis & Co
Georgia Dawson, Evercore
Jo Dean, Avanti Wealth Management
Madeleine Debney, Otto Finance
Ria Debney, Clifton Wealth Partnership
Maddie Delboy, Verve
Laura Dempsey, Rathbones
Megan Dempster, LGB & Co.
Radostina Dencheva, Chadwicks Wealth Management
Tara Dennehy, Dennehy Wealth
Claire Dentith, CD Financial
Marine Deruelle, MWA Financial Advice
Hina Desai, Forvis Mazars
Tammy Devonald, Ovation Finance
Jay Dhaliwal, Chase de Vere
Cheshta Dhingra, Timeline
Helen Diamond, J Edward Sellars & Partners
Katherine Diamond, Forvis Mazars
Emma Dickinson, Burfields House Wealth Management
Hana Dickinson, Timeline
Chloe Dillon-Smith, Dillon-Smith Financial Planning
Kelly Dinelli, Citrus Financial Management
Alice Dixie, Nucleus
Tor Dixon, IronMarket Wealth
Rhiannon Dockwray, Emma Ralls Wealth Management
Rachel Donoghue, Schroders Personal Wealth
Audrey Dorrell, Bespoke - Advice
Elly Dowding, ESG Accord
Rosalie Dowding, Titanbay
Ruth Downs, Truth Financial
Julia Dreblow, SRI Services
Georgia Drew, AAG
Kerry Drysdale, Technical Connection
Tanya Du Preez, City Asset Management
Rachel Duncalf, Forrester Boyd Wealth Management
Laura Duncan, Continuum (Financial Services)
Lisa Duncan, Navigatus
Louise Duncan, bdhSterling
Leigh Dunkley, Schroders Personal Wealth
Fiona Dunn, Traprain Financial
Coreena Dutton, Integrity365
Becky Dyche, Four Oaks Financial Services
Henrietta Dymott, Lathe & Co Wealth Advisers
Aimi Eagle, Ascot Lloyd Financial Services
Sophie Earl, Truly Independent
Jennifer Eathorne, MASECO Private Wealth
Helena Eaton, Bedrock Asset Management
Rachel Edwards, Thrive Together FP
Sophie Edwards, Astute Private Wealth
Kathryn Ellis, R A Cowen & Partners
Kellie Ellis, eParaplan Connect
Melissa Ellis, Wren Sterling
Pippa Ellis, Beacon Wealth Management
Eileen Elrick, Astute Private Wealth
Sarah Elson, Berry & Oak
Marlena Eltringham, BRI Wealth Management
Nadia Enver, Nadia Enver Financial Planning
Charlotte Evans, David James Wealth
Claire Evans, All in Place
Hannah Evans, Digby Associates
Bailey Ewel-Robertston, Astute Private Wealth
Stephanie Farish, Quilter Cheviot
Bonnie Farrell, Schroders Personal Wealth
Maddy Farrow, AAG
Ella Faulkner, The Penny Group
Isabelle Featherstone, Finura
Nadia Fewlass-Jones, The Private Office
Erin Fiddler, Plus Group
Emma Fielding, TrinityBridge
Julia Fintz, Dunstan Thomas
Louise Fish, Finura
Louise Fitzgerald, Sterling & Law
Chloe Flemming, Truly Independent
Abigail Ford, Dyer & Co. Wealth Management
Amanda Ford, The Financial Planning Club
Hope Ford, Astute Private Wealth
Lynne Foulds, TrinityBridge
Tina Foulkes, Ruth Whitehead Associates
Lorraine Fountain, Tees Financial
Marlene Francisco, Wisetree Financial Planning
Julie Franklin, Carl Summers Financial Services
Caroline Gillian Fraser, TSP Wealth
Cheryl Frazer, Ovation Finance
Cordelia French, Astute Investment Management
Carlie Frewer, Vision IFP
2025 Individual Nominees (G-M)
Lynne Gadsden, Eight Wealth Management
Sarah Gaffney, The Loan Partnership
Jodie Gallagher, FE Fundinfo
Georgie Galley, AAG
Catherine Gamble, The Openwork Partnership
Kathryn Gannon, Themis Wealth Management
Celeste Garib, Flying Colours Advice
Jacqui Garside, Astute Private Wealth
Emily Gates, EG Marketing
Kelly Gatland, Wren Sterling Financial Planning
Georgia Gebler, Attivo
Olivia Geldenhuys, Tatton
Nicky Georgeson, Plus Group
Suzanne Gibbard, Plus Group
Ashleigh Gibson, AAG
Hayley Gibson, Truly Independent
Lydia Gibson, Forvis Mazars
Samantha Gibson, Canaccord Wealth
Louise Gilbody, Oakmere Wealth Management
Kate Gillings, The Aspire Partnership
Fulva Giust, St. James's Place
Tegan Gladman, Anstee & Co
Louise Gladwell, Kingsfleet
Nicola Glass, Integrity365
Catherine Glennon, Evelyn Partners
Catherine Glennon, Tilney
Rebecca Goater, Network Insurance & Financial Planning
Rhiannon Gogh, PlanIt Future Financial
Emma Goldsmith, Astute Private Wealth
Niuma Gomez, Clarence Place Wealth Management
Toni Goodwin, Aberdeen
Karen Gorbutt, Citrus Financial Management
Katy Gordon, The Private Office
Elke Gostelow, Emily Man Wealth Management
Caroline Gow, AC Wealth
Kate Gower, Dynamic Planner
Amy Grace, Five Wealth
Casey Graham, Aberdeen Financial Planning & Advice
Kirsty Grainger, Finli
Holly Grant, John Charcol Mortgages
Jade Grantham, Finli
Samantha Gratton, Ellis Davies Financial Planning
Amy Gray, Amy Gray Wealth Management
Emma Green, Paymentshield
Mary Green, Rosewood Financial Planning
Macey Greenall, KeyFinancial Wealth Management
Carla Greener, Schroders Personal Wealth (SPW)
Leanne Greenfield, Broom Consultants
Morven Grierson, MKC Wealth
Lucy Grifferty, Wholesome Financial Planning
Joy Griffin, One Four Nine Wealth
Lucia Griffin, Burfields House Wealth Management
Anna Griffiths, LetsGoCover
Danielle Griffiths, Schroders Personal Wealth
Kate Griffiths, Schroders Personal Wealth
Melissa Griffiths, GrowthInvest
Isobel Grimwade, Mortgage Light
Katie Guild, Nugget Savings
Hulya Gunay, Wealth Planner
Helen Gustar, Quilter Cheviot
Karen Hagan, Four Oaks Financial Services
Rebecca Hagan, Anderson Wealth Planning
Julia Haldner, AAG
Emma Hall, 75point3
Terri Hall, Continuum (Financial Services)
Becky Hallett, Bespoke - Advice
Geraldine Halpin, Oculus Wealth Management (South London)
Elizabeth Hamilton, XPS
Jill Hamilton, Simplybiz
Leah Hamilton, Benning Financial Management
Elizabeth Hammett, Francis Clark Financial Planning
Chirine Harb, Capital Asset Management
Jane Harding, Rathbones
Nicole Hare, Finli
Kay Hargreaves, Forvis Mazars
Lorraine Hargreaves, Four Oaks Financial Services
Vicky Harman, Integrity365
Olivia Harper, Financial Lifestyle Management
Lauren Harris, Lester Brunt Wealth Management
Monica Harrison-Fish, Schroders Personal Wealth
Katherine Harvey, Melo
Sophie Haslehurst, Integrity365
Mariam Hawar, HSBC
Kate Hawker, Finli
Lisa Hawkins, The Private Office
Micheala Hawkins, Navigatus
Louise Headifen, Foster Denovo
Holly Heald, Just Financial Planning
Siobhan Heard, Keevelia Mortgage Solutions
Meera Hearnden, Parmenion
Lindsey Hedges, Rathmore Financial
Rhiannon Heeley, The Yardstick Agency
Louise Heffernan, Azets
Vandana Hegde, 7IM
Kate Hemens, Finli
Mary Hemingway, Leet Financial Planning
Jill Henderson, Scottish Widows
Alison Hendrick, Quilter Cheviot
Samantha Hendry, Four Oaks Financial Services
Lisa Heneghan, Schroders Personal Wealth
Rachel Henley, Fidelius
Sarah Herd, Wren Sterling Financial Planning
Bee Hewitt, The Yardstick Agency
Amy Hexley, Destination Wealth
Victoria Hicks, Melo
Ellie Hilder, Prosper Home Loans
Ella Hildrew, Beacon Wealth Management
Megan Hill, AAG
Taylor Hillery, Succession Wealth
Nicki Hinton-Jones, Timeline
Hannah Hirons, Navigatus
Tricia Ho, Railway Pension Investment Fund
Esther Hobden, LV=
Leanne Hobden, Burfields House Wealth Management
Sarah Hogan, KBA
Siobhan Holbrook, Mortgage Light
Michelle Holgate, RBC Brewin Dolphin
Lauren Holliday, Four Oaks Financial Services
Charlotte Holmes, Four Oaks Financial Services
Debbie Holmes, Ebi Portfolios
Rosie Hooper, Quilter Cheviot
Susan Hope, Scottish Widows
Clare Hopkins, Finli
Natalie Hopkinson, Wren Sterling
Bethany Horgan, Insignis Cash
Nicky Horner, IPS Capital
Harriet Horwitch-Smith, Four Oaks Financial Services
Helen Howcroft, Atomos
Robin Howcroft, Quilter Cheviot
Debbie Howell, Lawrence Clarke
Kate Howells, BRI Wealth Management
Helen Howman, Britannic Place Financial Management
Chloe Hoy, David James Wealth
Ei May Htaik, JM Finn
Keira Hubbard, AAG
Vanessa Hubbard, Schroders Personal Wealth
Stella Hudson, Trinity Lifetime Partners
Sue Hudson, SJP
Charlotte Hughes, Quilter
Harriet Hughes, Forvis Mazars
Amy Hunt, Navigatus
Angela Hunter, Schroders Personal Wealth
Annette Hunter, Stan Sherlock Associates
Annabel Hurley, Lathe & Co Wealth Advisers
Frances Husband, Swann Financial
Stephanie Hydon, iPipeline
Cree Hylands, Schroders Personal Wealth
Eleanor Ingilby, Atomos
Karen Ingoe-Stratton, Schroders Personal Wealth
Grace Ingram, Schroders Personal Wealth
Sarah-Jayne Ives, SJ Wealth Management
Abby Ivison, The Private Office
Ancy Jackson, NatWest Bank
Emma Jackson, Integrity365
Janine Jackson, Wren Sterling
Katie Jackson, The Private Office
Liv Jackson, IronMarket Wealth
Michelle Jackson, Milecross Financial Solutions
Molly Jackson, Williams Wealth Consultancy
Nadia Jafar, Bluestone of London
Chandini Jain, Auquan
Emma James, MASECO Private Wealth
Sioned James, Positive Wealth Creation
Irina Jantayeva, Axis Wealth Management
Ellie Jarvis, The Private Office
Sarah Jarvis, Salisbury House Wealth
Jessica Jenvey, 7IM
Jo Jewell, Quilter Cheviot
Hong Jiang, Beacon Wealth Management
Sarah Johannesen, TrinityBridge
Amy Johnson, IronMarket
Jeanette Johnson, Coutts
Linda Johnstone, Novia Global
Becky Jones, Bespoke - Advice
Carolyn Jones, Scottish Widows
Lauren Jones, Jane Smith Financial Planning
Victoria Jones, Quilter Cheviot
Eleanor Jordan, Meriden Financial Planning
Shalini Kanap, Her Financial Planning
Hareena Kang, Rathbones
Rajveet Kaur Kang, Chase de Vere
Sophia Karunwi, Finli
Lelde Kasatkina, Lawrence Clarke Financial Planning
Ceetal Katechia, PSA Financial Services
Nicola Kay, Astute Private Wealth
Samantha Kaye, Wellesley
Catherine Kealey, Barclays Wealth Management
Siobhan Kearns, Flying Colours Advice
Dawn Keeling, Concept Financial Planning
Sarah Keens, Swallow Financial Planning
Naomi Keith, The Aspire Partnership
Emma Kelly, AAG
Francine Kelly, The Private Office
Laura Kendrick, The Yardstick Agency
Ginette Kennedy, D G S Independent Financial Advisors
Hannah Kennedy, Astute Private Wealth
Lottie Kent, True Financial Design
Maddison Kent, Almond Financial
Grace Keppel, New Forest Wealth Management
Angela Kerlin, NFU Mutual
Sasha Kershaw, The Private Office
Naomi Kewell, Clarity
Aroma Khan, NatWest Group
Kanu Khare, EFG Private Bank
Fella Khelifi-Arnulphy, EFG Bank AG
Eris Kiernan, The Private Office
Lorraine Kilmartin, LK Financial Planning
Melanie Kinshott, Stonewood Financial Planning
Charlotte Kirk, NatWest Group
Leanne Kishtoo, SO Mortgages
Tatiele Kist, TK Wealth And Investment Management
Kimberley Knight, 75point3
Tracy Knight, Unividual
Zemfira Knott, Northcourt (Nuclear Energy Insurance)
Samantha Knowles, Forvis Mazars
Sahiba Kohli, Clarity
Megan Kotecha, The Private Office
Katarzyna Kowalska, Natwest
Georgianna Lacey-Scane, Insight Financial Associates
Sophie Lackie, Pearwood Financial Planning
Jordan Laight, BRI Wealth Management
Louise Lakin, Four Oaks Financial Services
Michelle Lambell, The Minster Partnership
Cara Lambert, Tees Law & Wealth
Bronwen Lancaster, Evelyn Partners
Leanne Lancaster, Schroders Personal Wealth
Jane Lander-Taylor, Continuum (Financial Services)
Phoebe Lane, Bespoke - Advice
Rachel Lane, Squirrel Financial Planning
Vicki Langdon, Lightside Financial Planning
Maria Langford, Beyond Finance
Caroline Laudren, Consequential Planning
Joanne Lawrenson, Astute Private Wealth
Lana Lawson, Goddard Perry Consulting
Diane Lea, Astute Private Wealth
Katharine Leaman, Leaman Crellin
Morgan Leask, 7IM
Amelia Lee, AJ Bell
Karen Lee, Astute Private Wealth
Kelly Lee, Partners Wealth Management
Rebecca Lee, Oakfield Lee Financial Planning
Susie Leek, Four Oaks Financial Services
Zoe Leek, Walden Capital
April Leeson, The Private Office
Jackie Leiper, Scottish Widows
Stephanie Leung, KareHero
Beth Lilley-Compton, Henson Crisp
Ana Lindenbaum, bdhSterling
Rachel Lines, Finli
Ruth Lippiatt, Berry & Oak
Rebecca Little, Stan Sherlock Associates
Sara Littlewood, Schroders Personal Wealth
Jenny Llewellyn, Finli
Bethan Lloyd, Quilter
Jenny Lloyd, Astute Private Wealth
Jo Lloyd, Finli
Helen Lloyd McKinnon, AJ Bell
Sophie Locke, AAG
Ellie Lockington, Verve
Antonia Lopez, 75point3
Heidi Loughlin, The Protection Parent
Helen Lovett, Foster Denovo
Megan Lowde, Navigatus
Amy Lowe, The Yardstick Agency
Katrania Lowers, Colmore Partners
Emma Rose Lundy, TSP Wealth
Nirjeet Lyall, BRI Wealth Management
Gill Lynes, Carpenter Box Financial Advisers
Sarah Lyons, Parmenion
Andrea MacDonald, Avenir
Cheryl MacDonald, Rathbones
Sian MacInnes, Callabas Financial Services
Holly Mackay, Boring Money
Alexandra Mackenzie, Home Sweet Home Mortgage Services (Inverness Mortgage Services )
Anya Mackie, The Yardstick Agency
Christina MacSween, Chase de Vere
Debbie Mahanta, St. James's Place
Harriet Makin, The Private Office
Tracey Maleham, MacDonald Partnership
Brooke Malem, Partners Wealth Management
Karen Malin, The GI Consultant
Olivia Malpas, Finli
Melissa Manca, Schroders Personal Wealth
Saira Manga, Ascot Lloyd
Sonia Mankoo, Hargreaves Lansdown
Jenny Manners, Succession Wealth
Laila Marafie, Invictus Wealth Consultants
Christina Mark, Ascot Lloyd Financial Services
Beverley Marshall, Plus Group
Emily Martel, Canaccord Wealth
Heather Martens, The Yardstick Agency
Laura-Ann Martens, GrowthInvest
Abika Martin, LGT Wealth Management
Georgia Martin, Trinity Lifetime Partners
Talia Martin, Invictus Wealth Consultants
Andreia Martins, Lathe & Co Wealth Advisers
Nicola Mascard, EV
Jennifer Massey, Forvis Mazars
Louise Matthews, Finli
Jade Maunder, BRI Wealth Management
Natalie Mayer, New Homes Mortgage Services
Olivia Maynard, TFP Financial Planning
Tammy McAlpine, Newbridge Financial Planning
Chloe McCarthy, Interactive Investor
Liz McCarthy, Nexus IFA
Stephanie McClarence, Continuum
Anne McClean, IPS Capital
Laia McCormick, Invictus Wealth Consultants
Stephanie McDonald, HarperLees Financial Planning
Sue McFarlane, Plus Group
Sophia McGhee, AAG
Jacqueline McGill, Ocaris Wealth Management
Haidy McGregor, Navigatus
Zoe McKay, Hills Insurance Services
Medina McKenzie, Belvedere wealth management
Cecilia McLaughlin, Charteris Treasury Portfolio Managers
Karyn McMillan, Schroders Personal Wealth
Catherine McMurray, J Edward Sellars and Partners
Emma McNally, Chase de Vere
Jenny McNaught, Navigate IFA
Meghan McPartlane, Schroders Personal Wealth
Hannah McRae, Growth Provision
Dawn Medling, Quilter Cheviot
Diane Meese, Astute Private Wealth
Stephanie Melian, Forvis Mazars
Lisa Meller, Personal Finance Movement
Lindsay Merry, Cheltenham IFA
Beth Messenger, BAM Paraplanning
Clara Metcalfe, Ovation Finance
Katrina Metcalfe, The Private Office
Alexandra Miles, LGIM
Abbie Millar, Wealth Professional
Roxanne Miller, Jane Smith Financial Planning
Eleanor Milligan, St. James's Place
Jenny Mills, BRI Wealth Management
Simona Minikaitiene, SM Finance Lounge
Nila Mistry, Prosperity Life Planning
Tanisha Mistry, Mattioli Woods
Emma Mitchell, Associate Compliance
Nicola Mitchell, Francis Clark Financial Planning
Abbey Moffat, The Lang Cat
Clare Moffat, Royal London
Joy Moir, RBC Brewin Dolphin
Alison Mollard, AJ Bell
Laura Moore, AJ Bell
Nicola Moran, Moran Wealth Management
Cerys Morgan, Positive Wealth Creation
Helen Morgan, Robertson Baxter
Kathryn Morgan-Jones, 75point3
Lisa Morman, Brunsdon Financial
Laura Morris, John Joseph Financial Services
Nicki Morris, Nicki Morris Mortgages
Christy Morrison, Sedulo Wealth Management
Harriet Morton-Liddle, Nugget Savings
Denise Moxton, Plus Group
Caroline Moy, BRI Wealth Management
Bex Mrowiec, The Yardstick Agency
Kirsty Muir, TrinityBridge
Tasha Mulford, Frizzell Wealth Management
Emily Mulkerrin, Robertson Baxter
Melissa Mullender, The Minster Partnership
Caitlin Mullin, Intelligent Pensions
Jackie Murphy, Quilter Cheviot
Sophie Murphy, Adanac Financial Services
Maria Mushtaq, Peter R.T. Holden & Partners
Amy Myall, MKC Wealth
Lucy Myall, Fusion Business Management
2025 Individual Nominees (N-Z)
Sophia Naveed, Calver Wealth Management
Carly Naylor, Foster Denovo
Natasha Neal, Finli
Ellen Nelson, St. James's Place Wealth Management
Jackie Nesbitt, Aberdeen Financial Planning & Advice
Jessica Nethercliffe, Finli
Michelle Neville, Oak Mortgages
Emily Newman, Jane Newman Financial Planning
Jane Newman, Jane Newman Financial Planning
Paige Newport, Partners Wealth Management
Ruksana Niaz, Manchester Money
Vanessa Nice, Nice Associates Wealth Strategies
Molly Nicholson, Plus Group
Sarah Normington, Henson Crisp
Amira Norris, Altus Consulting
Elisabeth Noyce, True Potential
Katja Oakley-Bell, Octopus Money
Lauren O'Brien, Finli
Helen O'Connor, Minster Financial Management
Ciara Octigan, Succession Wealth
Lucy Oldknow, AJ Bell Investcentre
Kirsten Oliver, Wiltshire Business Solutions
Clare O'Malley, Scottish Widows Schroder Personal Wealth
Kaysie O'Neill, AAG
Natasha O'Neill, Strategic Solutions Financial Services
Lucy Opie, Themis Wealth Management
Anna Owen, Chase de Vere
Tanya Owen, Aaron Tawny
Sandy Pabial, Continuum
Debbie Packer, Integrity365
Sejal Paes, GK Finance
Kate Palmer, Rathbone Investment Management
Minna Panahinejad, MKC wealth
Sash Panda, Curzon Consulting
Jasmine Pandey, Finura
Rachael Panteney, Willow Tree Financial Services
Sally Pape, Schroders Personal Wealth
Christy Park, 7IM
Kay Park, The Private Office
Donna Parker, Astute Private Wealth
Lynn Parker-Haworth, Astute Private Wealth
Jo Parkes, Navigatus
Charlotte Parkin, Schroders Personal Wealth
Katie Parsonage, Kingsgate Partners
Louise Parsons, Continuum (Financial Services)
Lena Patel, ISJ Independent Financial Planning
Meera Patel, Parmenion
Poonam Patel, Quilter Cheviot
Melissa Patino, N26
Jane Patrick, Sylvan Financial Management
Sarah Paul, Panacea Adviser
Jo Pawson, John Charcol
Liz Peapell, Peapell Financial Planning
Vicky Pearce, B-Compliant
Jennifer Peaty, SimplyBiz
Danielle Pennock, Succession Wealth
Donna Penny, Smith and Wardle Financial Planning
Natasha Percy-Baxter, St. James's Place
Nadine Perry, Attivo
Tyler Peters, AAG
Estella Peto, The Private Office
Bronwyn Pettitt, AAG Wealth Management
Jodie Phelps, de Mellow & Co
Kate Phillips, Finli
Kate Phillips, Timeline
Liz Phillips, Forvis Mazars
Gillian Piggot, Advanta Wealth
Lorna Pissarro, Timeline
Amanda Pistocchi, St. James's Place
Debbie Pitman, Navigatus
Charlotte Platt, The Private Office
Georgia Platt, Henwood Court Financial Planning
Sarah Pohlinger, Mole Valley Asset Management
Laura Pomfret, Financielle
Elaine Porter, Schroders Personal Wealth
Lauren Potter, Adanac Financial Services
Emmelia Powell, Premier Wealth Solutions
Clair Power, Medaille Trust
Maeve Prendergast, AJ Bell Investcentre
Katie Prentke English, Ekorn
Anne Preston, Stan Sherlock Associates
Kaye Price, KP Financial Wellbeing
Kelly Prior, Marlborough
Maria Psarra, Iris Wealth Management
Jenny Quan, RBC Brewin Dolphin
Robin Quirt, Burfields House Wealth Management
Hayley Rabbets, The Verve Foundation
Beth Radley, The Private Office
Rupinder Rai, Rathbones
Anita Raj, Sterling Financial Services
Padmini Raj, Sterling Financial Services
Emma Ralls, Emma Ralls Wealth Management
Helen Ralphs, Astute Private Wealth
Justine Randall, Tatton IM
Gemma Randle, Four Oaks Financial Services
Gabrielle Ransome, Astute Private Wealth
Sarah Rayson, Emma Ralls Wealth Management
Jane Reade, The Private Office
Stephanie Reay, 7IM
Lily Rechert, John Charcol Mortgages
Lorraine Reddaway, RBC Brewin Dolphin
Vicki Redley, Oak Mortgages
Catriona Reed, 7IM
Emma Reid, Phil Anderson Financial Services
Mairi Reid, Integrity365
Marion Reilly, Rathbones
Carla Rice, Schroders Personal Wealth
Lydia Richmond, Finura
Deborah Riding, Stan Sherlock Associates
Erin Rigault, Continuum (Financial Services)
Sarah Riley, Velocity Financial Planning
Laura Ripley, BRI Wealth Management
Emma Rivers, Evelyn Partners
Stacy Roan, NFU Mutual
Michelle Roberts, Astute Private Wealth
Rebecca Robertson, Evolution Financial Planning
Abi Robinson, The Yardstick Agency
Julie Robinson, Aberdeen Wrap
Suzanne Robinson, Finli
Fran Robsinson, Verve
Suzanne Rodgers, TrinityBridge
Lisa Rodriguez, Canada Life International Ireland
Hayley Rogers, NFU Mutual
Liz Rolland, Dean Stevens Wealth Management
Johanna Rooney, Platinum Financial Planning
Megan Rose, Williams Wealth Consultancy
Katharine Ross, Smith and Wardle Financial Planning
Cherie Rosser, Lathe & Co Wealth Advisers
Katie Rosser, Astute Private Wealth
Sarah Roughsedge, Eva Wealfh Management for Women
Hannah Rowell, Deben Private Wealth
Charlotte Rush, Burfields House Wealth Management
Carolyne Russell, Advanta Wealth
Lucy Russell, Avanti Wealth
Rachel Rutherford, Dartington Wealth Management
Mariya Sadikot, Four Oaks Financial Services
Laura Salter, Forvis Mazars
joanna Samuel, Wealth Professional
Laura Sandles, Anderson Wealth Planning
Kimberley Sare, Guided Financial
Aleksandra Sasin, Navigatus
Caroline Saunders, Liddle Perrett
Kerry Saunders, Heritage Investments
Ruth Saxby, Unividual
Laura Sayers, Mortgage Peaks
Hilary Schofield, Partners Wealth Management
Joanne Scotford, St. James's Place
Jayne Scott, Seccl
Maxine Scott, Truly Independent
Pamela Scott, TrinityBridge
Lorraine Sellwood, Eight Wealth Management
Kendra Selzer, Philip James Independent Financial Advice
Nicky Sevel, Woven Advice
Dani Shaffery, Finura
Urvi Shah, Mortgage Light
Rubekka Sharma, Chase de Vere
Anna Sharp, Evelyn Partners
Cassie Shaw, Invictus Wealth Consultants
Kate Shaw, Financial Life Planning
Debbie Sheffield, Scottish Widows
Mairi Shepperson, Integrity365
Emma Sherlock, Stan Sherlock Associates
Sasha Sherman, MWA Financial Advice
Nicola Sherratt, Schroders Personal Wealth
Nikki Shields, Depledge Strategic Wealth Management
Gillian Shirt, Robertson Baxter
Anya Shrubsole Sanders, Potter FP
Amanda Sibun, Clarence Place Wealth Management
Kiran Sidhu, The Penny Group
Catherine Simmonds, Mentmore Financial Planning
Harriet Simpson, Wrisk
Tracy Simpson, Tracy Simpson Financial Advisors
Kamlesh Kaur Singh, Kam Kaur.S Wealth Management
Sophia Singleton, Society of Pension Professionals
Debbie Skerritt, Quilter Cheviot
Vicki Skinner, BRI Wealth Management
Tia Skippon, Tarran & Co Financial Planning
Charlene Smart, Throgmorton Associates Wealth Management
Bayleigh Smith, Aviva
Catriona Smith, Chase de Vere
Cydney Smith, The Private Office
Frankie Smith, FSWM
Joanne Smith, Beach Independent Financial Adviser
Julia Smith, MAB
Lisa Smith, Schroders Personal Wealth
Lucy Smith, Killik & Co
Mandy Smith, Mandy Smith Mortgage Adviser
Shelly Smith, Intelligent Pensions
Rachel Smithson, Stan Sherlock Associates
Rosie Sommerville, The Penny Group
Faye Sontag, Avanti Wealth
Kristina Spasic, Coutts
Francesca Speroni, EFG Private Bank
Melissa Spill, bdhSterling
Harriet Spurrell, VouchedFor
Rose St Louis, Scottish Widows
Marnel Stafford, Foster Denovo
Rebecca Standen, The Private Office
Helen Stanley, Britannic Place Financial Management
Jodie Stanton, 7IM
Amelia Stark, Evelyn Partners
Vicki Stead, Bowcliffe Wealth Management
Rio Stedford, Finura
Christine Stedmann, Brooklands Commercial Finance
Emma Sterland, Evelyn Partners
Angela Stevenson, Morningstar Wealth Platform
Gemma Stewart, Atomos
Rachel Stewart, Traprain Financial
Rhiann Stoddart, Emma Ralls Wealth Management
Jennifer Stone, Chase de Vere
Kirsty Stone, The Private Office
Rowan Stone, Atomos
Isabella Streames, Velvet Mortgage & Insure Services
Joanna Streames, Velvet Mortgage & Insure Services
Jessica Streeter, Cooper Parry Wealth
Hayley Stubbs, 7IM
Georgia Swallow, AJ Bell
Jill Mary Swanson, Progeny Wealth
Jade Swanston, Advanta Wealth
Kiera Swindells, The Private Office
Sarah Swinford, Ascot Lloyd
Jessica Sykes, Britannic Place Financial Management
Marie Symonds, Coronation Wealth Management
Dorota Szewcyzk, Schroders Personal Wealth
Susan Tait, The Private Office
Lucy Talbot, Wren Sterling
Imogen Tallent, Digby Associates
Sabrina Tambini, Fidelity International
Christine Tarran, Tarran & Co Financial Planning
Cera Taylor, Aberdeen Financial Planning
Lindsay Taylor, Taylor Financial Management
Nichola Taylor, Standard Life
Aimee Taylor-Lester, Rathbones
Charlotte Thomas, 75point3
Catherine Thomas-Humphreys, The Finfluencer
Claire Thompson, Forvis Mazars
Grace Thompson, The Yardstick Agency
Timika Thompson, Invictus Wealth Consultants
Claire Thomson, Scottish Widows
Emma Thomson, Moran Wealth Management
Kerrie Thorley, The Private Office
Sophie Thornhill, CHN Financial Consultancy
Carly Thornton, Ocaris Wealth Management
Kayleigh Thornton, The Yardstick Agency
Mollie Thornton, Parmenion
Amy Thorpe, Forvis Mazars
Jenny Thorpe, Nucleus
Michelle Thurgood, Eight Wealth Management
Adele Tiff, Simpson Financial Services
Jayne Tilbrook, Crowe Financial Planning UK
Christie Tillett, The Private Office
Amanda Tingley, Eight Wealth Management
Sarah Tinkler, Oak Mortgages
Sophie Tinney, Intelligent Pensions
Rachel Titchen, Broadstone Corporate Benefits
Leanne Tolley, CD Financial
Jaia Toora, Penguin Wealth
Jade Topliss, Liddle Perrett
Rachel Toseland, Simplicity FP
Kate Toumazi, Insignis Cash
Liz Townend, Robertson Baxter
Emma Tranter, Bright Financial
Catherine Trimble, Scottish Widows
Claire Trott, St. James's Place
Charlotte Trueman, Four Oaks Financial Services
Janine Tumilowicz, Scottish Widows
Jenni Turco, Positive Wealth Creation
Claire Turner, Wren Sterling Financial Planning
Lauren Turner, TFP Financial Planning
Nicola Turner, Nicola Turner Financial Planning
Karthica Underwood, Timeline
Magdalena Underwood, Mortgage experience
Raveen Uppal, Rathbones
Saachi Vaghela, AAG
Rachel Vahey, AJ Bell
Rachel Valentine, Scottish Widows
Chiara Van Leenhoff, Lathe & Co Wealth Advisers
Emma Vaughan, SimplyBiz Services
Jo Vaughan, Robertson Baxter
Laura Vaughan, Scottish Widows
Nicola Ventrella, The Right Mortgage
Rita Verma, Wren Sterling Financial Planning
Andrea Villis, Wealthtime
Leeana Vivekananthan, Marex Financial
Nishma Waite, Fidelius
Sasha Wakefield, The Paraplan Projected
Emily Walker, Four Oaks Financial Services
Giulia Walker, The Private Office
Catrina Walker-Jones, HWIFM
Charlotte Walters, Avail Financial Planning
Fiona Ward, Four Oaks Financial Services
Helena Wardle, MoneyMeans
Sarah Waring, MKC Wealth
Chelsea Warren, SPF Private Clients
Georgina Warwick, Quilter Cheviot
Emah Waters, Barwells Wealth
Charlotte Watson, Attivo Investments
Nadeen Watson, Spectrum Wealth Group
Vicki Watson, Clarity
Maxine Watters, Truly Independent
Nicola Watts, Jane Smith Financial Planning
Sarah Watts, The Yardstick Agency
Danni Watts-Jones, DWJ Wealth Management
Britt Waylett, Rathbones
Lisa Webster, AJ Bell
Katherine Weller, iPipeline
Alison Welsh, Tweed Wealth Management
Bex Welthy, SG Wealth Management
Bai Wenyu, SJP
Petronella West, Investment Quorum
Claire Westbrook, Schroders Personal Wealth
Kay Westgarth, Aviva
Grace Whalley, The Private Office
Lorna Whalley, Aviva
Niamh Whelan, Scottish Widows
Shenda Whelan, Emma Ralls Wealth Management
Laura Whetstone, Lathe & Co Wealth Advisers
Jordanne Whiley, Hearthstone Mortgages
Angela Whillians, Financial Advice Centre
Gemma White, The Mortgaged
Katie White, Attivo
Ruth Whitehead, Ruth Whitehead Associates
Rachel Whittaker, Oakmere Wealth Management
Rowan Whittington, Dynamic Planner
Freya Wiggin, LifeSight WTW
Ashley Wigmore, Plus Group
Corryn Wild, Three Counties
Rachael Wild, Re:Source Paraplanning
Rebecca Wilkins, Cutting Edge Mortgages
Laura Willard, Eight Wealth Management
Michelle Willcock, Francis Clark Financial Planning
Aisha Williams, LGT Wealth Management UK
Joanne Williams, Invictus Wealth Consultants
Kirsty Williams, Kirsty Williams Mortgage Solutions
Leah Williams, Broom Consultants
Rebecca Williams, Rathbones
Stefani Williams, Holden & Partners
Helen Wilson, Four Oaks Financial Services
Janine Wilson, Apogee Wealth Management
Melissa Wilson, Network Insurance & Financial Planning
Nina Wilson, Progeny Wealth
Rebecca Wilson, Schroders Personal Wealth
Shaunagh Wilson, eParaplan Connect
Michelle Wilson-Stimson, eParaplan Connect
Julie-Marie Winterbone, Finli
Anna Wirszycz, Coutts + Co
Katie Wirtz Whitehead, Ruth Whitehead Associates
Ellen Wood, Pembroke Financial Services
Rose Wood, Trinity Lifetime Partners
Natalie Wood-Crainey, St. James's Place
Judith Woods, Schroders Personal Wealth
Charlotte Woodward, Edentree IM
Michelle Woolley, Derbyshire Mortgage Services
Nikki Worden, Osborne Clarke
Chloe Worrod, Timely Wealth Management
Mandy Worsley, Emma Ralls Wealth Management
Megan Worthing-Davies, Maji Financial Wellbeing
Julia Wozna, Strategic Solutions
Sophie Wreford, Willday Wealth Management
Megan Wright, Williams Wealth Consultancy
Natalie Wright, Fovis Mazars
Francesca Wylde, Forvis Mazars
Romany Youell, needingadvice.co.uk
Annie Young, Next Stage Financials
Lucy Young, Forvis Mazars
Annie Young-Boahen, About Mortgages
Monica Zaki, Partners Wealth Management
Yuan Zhang, Discover Mortgage
Olivia Zieba, Nathan Ind Wealth Management
Kirsty Zollinger, AJ Bell
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AJ Bell Investcentre
AJ Bell Money Matters
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Attivo
Avanti Wealth Management
BAM Paraplanning
Barr Davis & Co
Belvedere Wealth Management
Bespoke - Advice
Beyond Finance
Bright financial
Brighthelm Financial
Broadstone Corporate Benefits
BTJ Mortgages
Burfields House Wealth Management
Cameron James
CFA Institute
Chase de Vere
Cheltenham IFA
Clarence Place Wealth Management
Coreco
Dartington Wealth Management
David James Wealth
de Mellow & Co
Diversity Project
EFG Bank AG
Eva Wealth Management for Women
Evelyn Partners
Evercore
Evolution Financial Planning
Fidelius
Financial Lifestyle Management
Finura
Four Oaks Financial Services
Francis Clark Financial Planning
Frost Wealth Management
Fusion Business Management
Henson Crisp
Hoxton Wealth UK
Insignis Cash
Invictus Wealth Consultants
IronMarket
Kam Kaur.S Wealth Management
KareHero
Killik & Co
Kingsfleet
Kirsty Williams Mortgage Solutions
Lawrence Clarke Financial Planning
Maji Financial Wellbeing
Melo Advisory Services
Minster Financial Management
Mint Blue Consulting
Moran Wealth Management
NatWest
New Forest Wealth Management
Next Stage Financials
Northcourt (Nuclear Energy Insurance)
Nucleus
OneWEalth
Osborne Clarke
Personal Finance Movement
Peter R.T. Holden & Partners
PlanIt Future Financial
Polar Capital
Positive Wealth Creation
Premier Wealth Solutions
Profecto Financial Services
Progeny Wealth
Rathbones
RBC Brewin Dolphin
Re:Source Paraplanning
Schroders Personal Wealth
Scottish Widows
Simplicity Financial Planning
Standard Life
Sterling Financial Services
Tanya Absalom Mortgages
Tarran & Co Financial Planning
Tees Financial
The Financial Planning Club
The Finfluencer
The Penny Group
The Verve Foundation
True Potential
Truly Independent
Unividual
Verve Foundation
Wealth Planner
Wealthtime
Young Women into Finance