Now in their ninth year, the awards are designed to celebrate the achievements of women working within the financial advice community and across the UK financial services sector. This year, a total of 3,624 nominations were received for 1,164 women from more than 450 individual companies
These awards are not about men versus women – they are simply about celebrating and recognising the achievements of women in a sector where they continue to be underrepresented.
In total, we were thrilled to have received a record number of individual nominations and, once the multiple nominees were taken into account, the following long list was reached. Please note that nominations are confidential, so unfortunately, we cannot share information on who nominated who.
Every nominee will now be asked to complete a short questionnaire by 19 June in order to progress to the next round of judging. This year, nominees will be able to enter a maximum of two awards.
A shortlist will then be created from which our expert panel of judges will decide the winners in each category.
The judges will take into account factors such as an individual’s achievements in the workplace; challenges faced; evidence of contributions to support and inspire women; and the overall quality of the submission.
All the winners will then be revealed at a special gala ceremony in central London on Wednesday, 4 November.
You can find the full list of categories by clicking here and the awards methodology by clicking here
For more details about the awards, please visit here
(Please forgive our breaking this into multiple pages – our system gets grumpy with one actual long list – but be patient, Zuzanna Ritter of Smart Choice Financial Services, you are there…)
Page 1: A-B; Page 2: C-E; Page 3: F-H; Page 4: I-L; Page 5: M-N Page 6: O-S; Page 7: T-Z; Page 8: Gender Diversity & Outstanding Support Initiative nominee firms
A-B
Abbey Moffat, the lang cat
Abbie Gaul, Brooks Macdonald
Abi Carter, Schroders Personal Wealth
Abi Lynch, Fidelius
Abi Robinson, The Yardstick Agency
Abigail Carr, The Right Mortgage & Protection Network
Abigail Jarratt, M&G
Abigail Smith, AJ Bell
Adele Cable, Advanced Wealth Management
Adrienn Kingsley, SJP Protection Planning
Aimee Calleja, Insight Financial Associates
Aishling Costello, intelliflo
Akmaral Parnell, P1 Investment Services
Alaina Howie, AC Wealth
Aleah Townsend, Connor Broadley
Aleksandra Sasin, Navigatus
Alex Crowther, Timeline
Alex Farrell, AJ Bell
Alex Henderson, Seccl
Alex McGuirk, Chetwood Wealth Management Ltd
Alexandra Frost, Smart Choice Financial Services Ltd
Alexandra Keep, Brooks Macdonald
Alexandra Merz, Vie International
Alexandra Winn, Schroders Personal Wealth
Ali Tod, Scott Fyffe Wealth Management
Alice Baker, Active Investment Managers Ltd t/as Morgan Williams & Co
Alice Parker, Legal & General
Alison Fanshawe, SENDA
Alison Mollard, AJ Bell
Alison Parker, Elevation Wealth Management Ltd
Allie Baglow, Allisons Financial Planning
Alona Bondarenko, de Mellow & Co
Aly Cooper, Oliver Wealth Ltd
Amanda Ford, The Financial Planning Club
Amanda Hallam, Forvis Mazars
Amanda Hayes, Isio Wealth Planning
Amanda McDougall, Quilter
Amanda Scott, HSBC UK
Amanda Wilson, The Right Mortgage & Protection Network
Amarachi Amaechi, Bitpowr Technologies Inc
Amee Patel, Seccl
Amelia Lee, AJ Bell
Amie Johnston-Ward, Invest Southwest Ltd
Amira Norris, Accenture
Ammy Bining, Dast Mortgages Ltd
Amy Clarke, Radcliffe & Co
Amy Collins, Oakmere Wealth
Amy Davidson, Curzon Financial
Amy Dunkinson, Insight Financial Associates
Amy Fletcher, Partners Wealth Management Midlands
Amy Garces, Walden Capital
Amy Gillespie, Rathbones
Amy Gray, Amy Gray Wealth Management
Amy Johnson, IronMarket Wealth
Amy Lowe, The Yardstick Agency
Amy Murray, Jackson (Life & Pensions) Ltd
Amy Myall, MKC Wealth
Amy North, We Complement
Amy Spiller-Davey, Barclays Private Bank and Wealth Management
Amy Wilson, The Right Advice
Amy Wolstenholme, Beyond Advice Group
Ana Da Maia, JPMorgan International Private Bank
Angela Holdsworth, ISA Assistant
Angela Marson, Beyond Advice Group
Angela Robertson, Aviva
Angela Wise, Sedulo Wealth Management
Angelika Jermak, David James Wealth USA
Anita Raj, Sterling Financial Services
Anju Kafle, Avanti Wealth Management Ltd
Anna Burns, Pembroke
Anna Butcher, Finova Money
Anna Matthews, RBC Brewin Dolphin
Anna Murphy, TJP
Anna Owen, Chase de Vere
Anna Sharp, Evelyn Partners
Anna Thorn, QC
Anna Wirszycz, Coutts & Co
Annabel Lumsden, TP Financial Solutions
Annette Smith, Storeton Rose Financial Planning
Annie Dost, HSBC UK
Antoinette Elgar, Argentis Wealth Management
Anum Truss, Lendbroke
April Leeson, The Private Office
Aroma Khan, Coutts & Co
Ashley Wigmore, Plus Group
Ava Chen, HSBC UK
Bayleigh Smith, Aviva
Becky Dyche, Four Oaks Financial Services
Becky Jones, Bespoke-Advice Ltd
Belinda Cooper, Benchmark Financial Planning
Bella Caridade-Ferreira, Fundscape
Bella Purchas, Fundment
Berta Prades, AAG Wealth Management
Beth Lilley-Compton, Henson Crisp Ltd
Beth Messenger, BAM Paraplanning
Beth Yates, The Openwork Partnership
Bethan Jones, Clear Cut Financial Planning
Bethan Lloyd, Quilter
Bethany Irwin, Finli
Betty Toth, Legal & General
Bev Aubrey, Copia Capital
Bex Welthy, Welthy Financial Planning
Boguslawa Nowaczyk, Smart Choice Financial Services Ltd
Bonnie Taylor, Walden Capital
Bridie Hood, Finli
Bridie Solferino, Insight Financial Associates
Britt Baldwin, Woven Advice
Britt Waylett, Rathbones
Britta Krueger, Milecross Financial Scotland Ltd
Bronwyn Pettitt, AAG Wealth Management
Bryony Evans, Readymoney Investments Ltd
C-E
Caitlin Bell, LGT Wealth Management
Caitlin Buckley, Forvis Mazars Financial Planning Ltd
Caitlin McStay, Ascot Lloyd
Caitlin Southall, WBR Group
Camilla Mann, Redwheel
Candida Newson-Smith, AAG Wealth Management
Cara Robinson, Truly Independent
Cara Roughani, SEND Protect
Carla Brown, Oakmere Wealth
Carla Greener, Schroders Personal Wealth
Carla Morris, Cauvery Wealth
Carly Dunningham, Verso Wealth Management
Carly Pullinger, Rathbones
Carol Blair, Iress
Carol Higgin-Jones, Fairstone
Carol O’Gorman, Deepbridge Capital
Carol Wylie, Ascot Lloyd
Carole Murphy, Handelsbanken Wealth
Caroline Allen, Yorkshire Financial Planning
Caroline Bennie, AC Wealth
Caroline Di Ruzza, More Wealth Management
Caroline Hulme, Cirencester Friendly
Caroline Laudren, Consequential Planning Ltd
Carolyne Russell, Advanta Wealth
Carrie Bendall, PFS
Carrie Rocker, Finli
Casey Graham, Ascot Lloyd
Cassie Millington, Fingerprint Financial Planning
Cassie Singer, Singer Wealth Management Ltd
Cat Barley, Aviva
Cat McInally, Quilter
Catalina Carson, Servaada
Catherine Adams, Purposeful group
Catherine Alexander, GDA Financial Partners
Catherine Glennon, Evelyn Partners
Catherine Scard, Lester Brunt Wealth Management
Catherine Simmonds, SJP
Catherine Smith, Insight Financial Associates
Catherine Steele, Brooks Macdonald
Cathi Harrison, The Verve Group
Cathie Brewer, QC
Catriona Smith, Chase de Vere
Cecilia Furner, Legal & General
Celeste Leverton, Leverton Wealth Partners
Cerys Morgan, Positive Wealth Creation Ltd
Chanel Van der Merwe, MKC Wealth
Charlene Young, AJ Bell
Charlie Murray, Aviva Investors
Charlotte Boardman, Atomos
Charlotte Cisarello, Storeton Rose Financial Planning
Charlotte Gray, Fidelius
Charlotte Holmes, Four Oaks Financial Services
Charlotte Hughes, Quilter
Charlotte Jamieson, Clear Cut Financial Planning
Charlotte Johnson, Frizzell wealth management
Charlotte Keech, Isio Wealth Planning
Charlotte Knight, Partners Wealth Management
Charlotte Knight, Titan Pensions & Investments
Charlotte Malone, The Yardstick Agency
Charlotte McDonald, Handelsbanken Wealth
Charlotte Rush, Burfields House Wealth Management
Charlotte Stevens, RBC Brewin Dolphin
Charlotte Taylor-Evans, The Quanta Group
Charlotte Thompson, Coach Street Financial Planning
Charlotte Walters, Avail Financial Planning
Charlotte Ward, Quilter Cheviot
Charlotte Watson, Attivo Investments
Charlotte Wheeler, Southernhay Financial Planning (a trading style of Hybrid Advice Central)
Charlotte Wilson, Beckett Financial Services
Charly Morris, Jigsaw Tree
Chelsea Cletheroe, AJ Bell
Cherie-Anne Baxter-Blyth, Melo
Cheryl Reid, Handelsbanken Wealth
Chirine Harb, Capital Partners
Chloe Behen, Niche Private Clients Ltd
Chloe Christie, Partners Wealth Management
Chloe Dillon-Smith, Dillon-Smith Financial Planning
Chloe Hoy, David James Wealth
Chloe Hulse, Storeton Rose Financial Planning
Chloe Longbottom, HSBC
Chloe Rice, Ascot Lloyd
Chris Baigent-Reed, Jigsaw Tree
Christina Georgiou, Argonaut
Christina Mark, Ascot Lloyd Financial Services Ltd
Christine Attwood, Salisbury House Wealth
Christine Ford, Lumin Wealth
Christine Le, Eastern Horizon Wealth Management
Christine Ross, Handelsbanken Wealth
Christine Tarran, Tarran & Co Financial Planning Ltd
Christy Morrison, Sedulo Wealth Management
Christy Park, 7IM LLP
Claire Bocking, Lloyds Wealth
Claire Dwenger, Schroders Personal Wealth
Claire Floyd, PortfolioMetrix
Claire Hobbs, Kubera Wealth
Claire Jacobs, Plus Group
Claire Menni, Niche Private Clients
Claire Mullen, Storeton Rose Financial Planning
Claire Newman, Five Wealth
Clare Chamberlayne, NFU Mutual
Clare Cox, Advance Wealth Management
Clare Dale, Plus Group
Clare Jenner, Lloyds Wealth
Clare McCarthy, The Private Office
Clare O’Malley, Schroders Personal Wealth
Clare Tapsell, Fingerprint Financial Planning
Clarissa Stobbs, Fidelius
Coleen Sherriffs, AC Wealth
Colette Noble, Brooks Macdonald
Collette Campbell, Greenshoots financial
Coreena Dutton, Integrity365
Courtney Way, Lewis investment
Cree Hylands, Schroders Personal Wealth
Cristina Gafitescu, Collective Financial Planning Ltd
Damilo Samuel, LV
Daniella Campbell, Forvis Mazars
Danielle Evans, Enriched Financial Services
Danielle Griffiths, Schroders Personal Wealth
Danielle Pell, Jones & Co Independent Financial Advice
Danielle Sissons, Ivey Financial planning
Danielle Wilson, Transform Financial Planning
Dani-Rose O’Ryan, Invest Retire Protect Ltd
Danni Hewson, AJ Bell
Danni Watts-Jones, DWJ Wealth Management
Debbie Joyce, Investments & Pensions
Debbie Long, Handelsbanken Wealth
Debbie Packer, Integrity365
Debbie Sheffield, Scottish Widows
Demi-Leigh Gilks, Jackson (Life & Pensions) Ltd
Denise Crozier, SJP
Denise Moxon, Plus Group
Desiree Coetzee, MWA Financial Advice
Dieuwke Sleeswijk-Visser, Aviva
Dina Bhudia, P2M Asset Management Ltd
Dominique Ellis, Aviva
Donna Battersby, Deepbridge Capital
Donna Buffham, The Private Office
Donna Murray, GreenShoots Financial
Doris Coiley, Milecross Financial Solutions Ltd
Dure Jadoon, Timeline
Ei May Htaik, JM Finn
Elaine Porter, Lloyds Wealth
Eleanor Ingilby, Atomos Investments
Eleanor Osborn, Fundhouse
Elian Lawrence, Citrus Financial Management Ltd
Eliana Marzell, Insight Financial Adviser
Elizabeth Basten, Kiss My Brand
Elizabeth Fisher, Aviva
Elizabeth Hammett, Francis Clark Financial Planning
Elizabeth Hastings, Chase de Vere
Elizabeth Nicoll, County Associates (UK) LLP
Elizabeth West, AJ Bell
Ella Joseph, AAG Wealth Management
Ella Patel, Fidelius
Elle Gedge, Norfolk Wealth Management
Ellen Bruno, Aviva
Ellen Phillips, Insight Financial Associates
Ellie Atley, LV
Ellie Chetland-Poole, Hanbury Wealth Management
Ellie Jarvis, The Private Office
Ellie Jolly, The Private Office
Ellie Pemberton, Lucent Financial
Ellie Price, Grovely Financial Ltd
Elly Sherwin, Fundment
Eloise Cornes, Elderbee Wealth
Eloise Rouse, Oakglen Wealth UK
Emily Chapman, intelliflo
Emily Gordon, Folan Brookes Financial Consulants Ltd
Emily Hudson, The Penny Group
Emily Rogers, Titan Pensions & Investments
Emily Stanfield-Dawkins, Wealthtime
Emily Sykes, Finli
Emily Walker, Four Oaks Financial Services
Emma Ashby, Almond Financial
Emma Barclay, Lynas Vokes Investments Ltd
Emma Bell, KBA The Financial Planning Company
Emma Berry, Succession Wealth
Emma Black, Cascade Cash Management
Emma Boardwell, Emotional Finance
Emma Brown, The Yardstick Agency
Emma Clement, The Private Office
Emma Cooney, Wealthtime
Emma Crinks, Jones & Co Independent Financial Advice
Emma Dickinson, Burfields House Wealth Management
Emma Flynn, Amicus Wealth Management
Emma Gladwish, Porters Financial Ltd
Emma Hannon, Brooks Macdonald
Emma Hollington, Legal & General
Emma Jackson, Integrity365
Emma James, MASECO LLP
Emma Johnson, Isio Wealth Planning
Emma Kelly, AAG Wealth Management
Emma Lane, Lester Brunt Wealth Management
Emma Levez, Bespoke-Advice Ltd
Emma Long, Aviva
Emma Mitchell, Associate Compliance Ltd
Emma Moore, The Yardstick Agency
Emma New, Rose FP Solutions
Emma Pride, Oliver Wealth Ltd
Emma Savory, Handelsbanken Wealth
Emma Sterland, Evelyn Partners
Emma Stonebridge, Schroders Personal Wealth
Emma Thomson, Moran Wealth Management
Emma Walker, GreenShoots Financial
Emma Watson, Hybrid Advice Central Ltd
Emma Watson, Rathbones
Emma-Jayne Savory, Norton Finance
Emmelia Powell, Premier Wealth Solutions
Emona Demireva, Phoenix Wealth Management Ltd
Erin Fidler, Plus Group
Erin Goldman, AAG Wealth Management
Erin Lee, The Penny Group
Erin Maher, JPA Financial Services Ltd
Eris Kiernan, The Private Office
Esme Renocks, M&G
Esther Clemmey, Integrity365
Esther Stamp, Juniper Wealth Management
Eva Cairns, Scottish Widows
Evangaline Beaumont, Lincolnshire IFA Ltd
Eve Endacott, 7IM LLP
Evelyn Woodard, Fingerprint Financial Planning
Evie Beard, AAG Wealth Management
Evonne Clayes, Schroders Personal Wealth
