2026 Finalists
Contribution to Gender Diversity - Advisory
Beyond Advice Group
Eastern Horizon Wealth Management
Francis Clark Financial Planning
Integrity365 Independent Financial Advisers
Contribution to Gender Diversity - Financial Services
AJ Bell Money Matters
Aviva
Emergenzz Financial Services
Hope Capital Property Finance
Jigsaw Tree
Re:Source Paraplanning
Speaking with Images
Verve Foundation
Financial Adviser of the Year - London
Celeste Leverton, Leverton Wealth Partners (SJP)
Christine Le, Eastern Horizon Wealth Management (SJP)
Frankie Smith, FSWM & Frankie's
Lisa Conway-Hughes, LCH Wealth
Malvee Vaja, Rathbones
Nouran Moustafa, Roxton Wealth
Rubekka Sharma, Chase de Vere
Sarah Farndale, RBC Wealth Management
Victoria Ross, Progeny Wealth
Financial Adviser of the Year - Midlands and East Anglia
Ellie Pemberton, Lucent Financial Planning
Farida Rouane, Upside Financial
Felicita Wallace, Seymour Financial
Hannah Edwards, EVA Capital Management
Jay Dhaliwal, Chase de Vere
Kerry Holmes, Brooks Financial
Kiki Harwood, Harwood Lang Financial Planning (SJP)
Phoebe Lane, Bespoke
Rachel Efetha, Anstee & Co
Financial Adviser of the Year - North East
Christine Tarran, Tarran & Co Financial Planning
Elizabeth Hastings, Chase de Vere
Ellie Jarvis, The Private Office
Grace Whalley, The Private Office
Hannie Mason, Hannie & Co Financial
Joanne Baker, Yorkshire Financial Planning
Joanne Jackson, Handelsbanken Wealth
Petra Toth, Hitel Financial
Sarah Elson, Berry & Oak
Financial Adviser of the Year - North West
Carly Dunningham, Verso Wealth Management
Emmelia Powell, Premier Wealth Solutions
Heather Hiley, Hiley Financial Planning (SJP)
Jane Gow, Clear Cut Financial Planning
Laura Pearson, Storeton Rose Financial Planning
Morven Millar, Gresham Wealth Management
Reena Mistry, Isio Group
Serena Smith, The Mortgage Account
Tamsin Caine, Smart Financial
Financial Adviser of the Year - Scotland & NI
Danielle Griffiths, Lloyds Wealth
Janice Dallas, AC Wealth
Jennifer Davy, Finli
Kate Griffiths, Lloyds Wealth
Renata Cook, Renata Cook Wealth Management (SJP)
Valarie Wilson, Partners Wealth Management
Zara Davis, Quilter Cheviot
Financial Adviser of the Year - South East
Esther Clemmey, Integrity365
Hannah Street, TWM Financial Planning (SJP)
Katrina Horstead, Versed Financial
Karen Gorbutt, Citrus Financial Management
Kim Balasubramaniam, Versed Financial
Kim Sprague, Frizzell Wealth Management (SJP)
Nicola Glass, Integrity365
Rachel Lane, Squirrel Financial Planning
Sarah Roughsedge, Eva Wealth Management for Women
Tess Simpson, Pembroke Financial Services
Financial Adviser of the Year - South West
Mel Mullender, The Wilcox Young Partnership
Michelle Wilcock, Francis Clark Financial Planning
Naomi Keith, The Aspire Partnership
Natasha O'Neill, Strategic Solutions Chartered Financial Planners
Rachel Henley, Fidelius
Rachel Sartin, Chase de Vere
Samantha Gratton, Ellis Davies Financial Planning
Tracy Crookes, Quilter Cheviot
Financial Adviser of the Year - Wales
Danni Watts-Jones, DWJ Wealth Management (SJP)
Kate Shaw, Financial Life Planning
Nicola Turner, Lloyds Wealth
Marketing Influencer of the Year
Betty Toth, L&G
Cherie-Anne Baxter-Blyth, Melo
Elly Sherwin, Fundment
Harriet Coker, Rathbones
Holly Mackay, Boring Money
Jenny Smyth, The Lang Cat
Katrania Lowers, Colmore Partners
Kirsty Zollinger, AJ Bell
Mairi Shepperson, Integrity365
Susan Hope, Scottish Widows
Most Inspiring Returner
Gaynor Rigby, Melo
Louise Rycroft, Timothy James & Partners
Rebecca Dorrian, Chase de Vere
Roshni Ghose, Aviva
Sarah Aitken, The Private Office
Sarah Romain, Wealthtime
Yasmin Barlow-Mills, de Mellow & Co
Outstanding Support Initiative
Amy Collins - B Corp certification
Avanti Wealth Management - Give, Grow & Gain
Chase de Vere - Chase de Vere Financial Adviser Graduate Programme
Emotional Finance - The Emotional Finance Collective Peer Groups
Calton/Hayley Rabbets - Evergreen
Integrity365 - Adviser Marketing Workshops
Jigsaw Tree - Eddie
New Leaf Distribution - New Leaf Distribution Adviser App
Rising Star - Advice
Grace Whalley, The Private Office
Lauren Turner, TFP Financial Planning
Megan Johns, Stepwoods Financial Planning
Nicola Turner, Lloyds Wealth
Sally Whitehead, CB Financial Advisers
Sophia Jones, The Penny Group
Sophie Wreford, Willday Wealth Management
Verity Brown, Women's Wealth Financial Planning
Victoria Cable, Advanced Wealth Management (SJP)
Rising Star - Non-Advice
Bayleigh Smith, Aviva
Chanel Van der Merwe, MKC Wealth
Eloise Rouse, Oakglen
Gemma Siddall, Equisoft
Hannah Wooldridge, Financial Planner Life
Kelly Morgan, Smythe House
Lucy Oldknow, AJ Bell
Rebecca Leiper, Scottish Widows
Tiegan Royce, NFU Mutual
Zara Fuller, Quilter
Role Model of the Year (large firms)
Danni Hewson, AJ Bell
Leanne Wilson, Finli
Hazel Bowen, Canaccord Wealth
Hazel Johnston, L&G
Jocelyn Holmes, Raymond James Wealth Management
Laura Barnes, Nucleus Financial
Rajveet Kaur Kang, Chase de Vere
Rebecca Owers, HSBC UK
Rebecca Williams, Rathbones
Rehana Yasin, 7IM
Role Model of the Year (medium firms)
Emma Bell, KBA The Financial Planning Company
Fiona Oliver, Partners Wealth Management
Isabell Howard, Insight Financial Associates
Jessica Ayres, Timothy James & Partners
Justine Randall, Tatton Investment Management
Kate Phillips, Timeline
Nadia Johnstone-Smith, Partners Wealth Management
Sarah Waring, MKC Wealth
Sophie Hall, Wealthtime
Role Model of the Year (small firms)
Cathi Harrison, Verve Foundation
Emma Watson, Hybrid Advice
Hayley Rabbets, Calton/Evergreen
Holly Frizzel, Frizzell Wealth Management (SJP)
Jane Hodges, Money Honey Financial Planning
Kath Harvey, Jigsaw Tree
Lisa Conway-Hughes, LCH Wealth
Rebecca Goater, Network Insurance & Financial Planning
Romany Youell, The Finance Woman
Team Leader of the Year (large firms)
Bethany Irwin, Finli
Claire Bocking, Lloyds Wealth
Gemma Gore, Benchmark Capital
Gwen Haggo, LV=
Hazel Johnston, L&G
Helen Howcroft, Atomos Wealth
Rebecca Williams, Rathbones
Siobhan Reason, Coutts & Co/NatWest
Sue Hudson, SJP
Vandana Hedge, 7IM
Team Leader of the Year (medium firms)
Grace Cartwright, Fundment
Hannah Marsh, Timothy James & Partners
Janine Baldie, Milecross Financial Solutions
Katie Earl, The Yardstick Agency
Kylie Clark, Wealthtime
Louise Carter, The Private Office
Maddie Delboy, Verve
Paula Newby, Partners Wealth Management
Team Leader of the Year (small firms)
Anna Butcher, Finova Money
Chloe Hoy, David James Wealth
Emma Pride, Oliver Wealth
Esther Stamp, Juniper Wealth Management
Gemma Randle, Four Oaks Financial Services
Hannah Wynick, Core Financial Paraplanning
Holly Irvine, Yorkshire Financial Services
Joanne Vaughan, Robertson Baxter (now part of Benchmark)
Lisa Cox, Casterbridge Wealth
Olivia Maynard, TFP Financial Planning
Woman of the Year - In-house Adviser Support (large firms)
Charlotte Hughes, Quilter
Janemarie Thomson, HSBC UK
Jo Pawson, New Leaf Distribution
Juliana Silva, RBC Wealth Management
Leanne Wilson, Finli
Marie Calvin, Finli
Toni Brockway, Fairstone Wealth
Woman of the Year - In-house Adviser Support (small/medium firms)
Ellie Williams, Y Tree
Georgia Drew, AAG Wealth Management (SJP)
Hayley Rabbets, Calton/Evergreen
Jane Richardson, EVA Capital Management
Karina Bowden, Beyond Advice Group
Katie Usher, Hanbury Wealth Management
Louise Carter, The Private Office
Mairi Shepperson, Integrity365
Rebecca Tuck, Financial Life Planning
Sarah Steele, Yellowtail Financial Planning
Woman of the Year - Adviser Support Services (large firms)
Catherine Barley, Aviva
Esther Hobden, LV=
Julia Peake, Nucleus
Lisa Webster, AJ Bell
Rachel Vahey, AJ Bell
Reena Sudra, 7IM
Sabrina Khan, Canada Life
Shirley Owen, Simplybiz Fintel
Woman of the Year - Adviser Support Services (medium firms)
Francesca Preocanin, Fundment
Kelsie Turner, Timeline
Maddie Delboy, Verve
Natalie Beer, Intelliflo
Woman of the Year - Adviser Support Services (small firms)
Cherie-Anne Baxter-Blyth, Melo
Chris Baigent-Reed, Jigsaw Tree
Emma Boardwell, Emotional Finance
Jacqueline Berry, My Care Consultant
Maxine Cameron, New Tradition
Melony Holman, Compliance & Training Solutions (CATS)
Natalie Holt, The Lang Cat
Rachael Wild, Re:Source Paraplanning
Sarah Paul, Panacea Adviser
Victoria Hicks, Melo
Woman of the Year - Fintech
Catherine Adams, Purposeful Group
Emma Black, Cascade Cash Management
Jacqueline Durbin, Iress
Julia Fintz, Dunstan Thomas
Kay Park, The Private Office
Laura Cornely, Count
Natalie Beer, Intelliflo
Madeleine Debney, Otto
Roxanne Corrieri, Intelliflo
Woman of the Year - Investment
Beverley Aubrey, Copia Capital Management
Charlotte Watson, Attivo Investments
Dominique Ellis, Aviva
Eloise Rouse, Oakglen Wealth
Ilana Miller, Royal London
Justine Randall, Tatton Investment Management
Kirsty Cartwright, Rathbones
Laura Tait, RBC Wealth Management
Tomiko Evans, Crossing Point Investment Management
Woman of the Year - Investment Advice
Anna Wirszycz, Coutts & Co
Aroma Khan, Coutts & Co
Celeste Leverton, Leverton Wealth Partners (SJP)
Charlotte Jamieson, Clear Cut Financial Planning
Charlotte Rush, Burfields House Wealth Management (SJP)
Frankie Smith, FSWM & Frankie's
Helena Eaton, Bedrock Group
Lisa Lloyd-Franks, Bespoke Advice
Sophie Haslehurst, Integrity365
Stephanie McClarence, Laurel North
Woman of the Year - Paraplanner
Emily Hudson, The Penny Group
Emona Demireva, Phoenix Wealth Management
Georgia Mann, Five Wealth
Naomi Banks, Henwood Court Financial Planning
Patricia Harris, Citrus Financial Management
Rajveet Kaur Kang, Chase de Vere
Rebecca Hill, Forvis Mazars Financial Planning
Rebecca Montandon, Barclays Private Bank & Wealth Management
Sophie Butterworth, Chase de Vere
Woman of the Year - Platforms
Grace Cartwright, Fundment
Jenny Thorpe, Nucleus Financial
Kate Phillips, Timeline
Kylie Clark, Wealthtime
Laura Barnes, Nucleus Financial
Linda Johnstone, Novia Global
Lucy Bristow, The Platforms Association
Siani Medlock, Fidelius
Woman of the Year - Protection Advice
Jenni Dowse, Fidelius
Kerrie Hemsley, HSBC UK
Lauren Boldy, Lloyds Wealth
Lisa Pointon, Trust Point Mortgage and Protection Services
Sam Robinson, HSBC UK
Sam Boswell, Coutts & Co
Samantha Haffenden-Angear, Brown & Brown Health and Employee Benefits
Siobhan Brookes, Folan Brookes Financial Consultants
Victoria Cable, Advanced Wealth Management (SJP)
Woman of the Year - Retirement
Jenni Harland, WBR Group
Joanne Coan, L&G
Katherine Carnegie, LV=
Kay Westgarth, Aviva
Kelly Melville-Kelly, Equity Release Council
Rachel Vahey, AJ Bell
Susan Hope, Scottish Widows
Woman of the Year - Retirement Planning
Charlotte Jamieson, Clear Cut Financial Planning
Elaine Porter, Lloyds Wealth
Lisa Lloyd-Franks, Bespoke Advice
Michelle Lambell, The Minster Partnership
Rebecca Dorrian, Chase de Vere
Rebecca Slack, Floreat Finance
Renata Cook, Renata Cook Wealth Management (SJP)
Samantha Bradford, Simplicity Financial Planning
Shazna Bishop, RBC Wealth Management
Woman of the Year - Vulnerable Client Care
Catherine Glennon, Evelyn Partners
Danni Watts-Jones, DWJ Wealth Management (SJP)
Gill Lynes, CB Financial Advisers
Gosia Dawson, Glade Financial
Helen Howcroft, Atomos Wealth
Joy Griffin, Med-Ex Financial Advisory Services
Olivia Perry, Connor Broadley
Robin Quirt, Burfields House Wealth Management
Susan Daniels, Anglo International Group
Outstanding Contribution to the Profession
Chris Baigent-Reed, Jigsaw Tree
Christine Ross, Handelsbanken Wealth
Gillian Hepburn, Vanguard
Holly MacKay, Boring Money
Justine Pattullo, Justine Pattullo
Kath Harvey, Jigsaw Tree
Katherine Photiou, L&G
Kate Gannon, Themis Wealth Management
Michelle Holgate, RBC Wealth Management
Raveen Uppal, Rathbones
Reena Mistry, Isio Group
Suzi Lane, Bespoke Risk