2022 MONEY MARKETING AWARD WINNERS
ADVISER AWARDS
Advice firm of the year
WINNER: BECKETTS
Shortlisted:- Carrington Wealth Management
- Informed Financial Planning
- Progeny
- True Potential Wealth Management
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Best ESG advice firm
WINNER: EQ INVESTORS
Shortlisted:- Better World Financial Planning
- Foster Denovo
- Mazars Financial Planning
- Wingate Financial Planning
Sponsored by
Best investment advice firm
WINNER: MAZARS FINANCIAL PLANNING
Shortlisted:
- Aisa Financial Planning
- Carrington Wealth Management
- Depledge Strategic Wealth Management
- Longbon & Company
- Lowes Financial Management
Sponsored by
Best mortgage advice firm
WINNER: LIFT-MORTGAGES
Highly Commended: MB Associates
Shortlisted:
- Crystal Clear Financial Services
- Furnley House
- Kellands Chartered Financial Planners
- Peak Money
Best paraplanner
WINNER: CAROLINE STUART, SPARROW PARAPLANNING
Shortlisted:
- Matt Dobson, Equilibrium Financial Planning
- Joe Staniforth, Progeny
Best protection advice firm
WINNER: VITA
Shortlisted:
- Peak Money
- Risk Assured
- Sports Financial Services
- The Orchard Practice
Best retirement advice firm
WINNER: WINGATE FINANCIAL PLANNING
Shortlisted:
- Depledge Strategic Wealth Management
- Henwood Court Financial Planning
- Rowley Turton
- St. James’s Place
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Financial adviser 2B
WINNER: LOTTIE KENT, TRUE FINANCIAL DESIGN
Highly Commended: Daniel Wiltshire, Wiltshire Wealth
Shortlisted:
- Benjamin Dyson, Foresight Independent Financial Planning
- Tom Henshaw, Bowmore Financial Planning
- Ciaran Stark, Murphy Wealth
- James Taylor, Taylor Financial Management
- Kevin Tse, Robson Lister
Sponsored by
Financial wellbeing champion of the year
WINNER: TOM MORRIS, OVATION FINANCE
Shortlisted:
- Carla Brown, Oakmere Wealth Management
- Catherine Morgan, The Money Panel
- Harriet Shepherd, St. James’s Place
Next generation advice firm of the year
WINNER: BECKETTS
Highly Commended: Longhurst
Shortlisted:
- Chadwicks
- EBCam
- New World Financial Group
- True Potential Wealth Management
Small advice firm of the year (fewer than five appointed representatives)
WINNER: MATRIX CAPITAL - CHARTERED FINANCIAL PLANNERS
Highly Commended: Longhurst
Shortlisted:
- Aisa Financial Planning
- Depledge Strategic Wealth Management
- Ovation Finance
Sponsored by
PROVIDER AWARDS
Adviser technology provider of the year
WINNER: DYNAMIC PLANNER
Highly Commended: Seccl
Shortlisted:
- EV
- moneyinfo
- PortfolioMetrix
- True Potential
Best discretionary fund manager
WINNER: RBC BREWIN DOLPHIN
Highly Commended: Morningstar Investment Management Europe
Shortlisted:
- AJ Bell Investments
- EQ Investors
- Parmenion
- PortfolioMetrix
Best ESG provider
WINNER: MORNINGSTAR
Shortlisted:
- 7IM
- Aviva
- Cushon
- EQ Investors
- P1 Investment Management
Best network
WINNER: BEST PRACTICE
Shortlisted:
- Beaufort Financial
- PRIMIS Mortgage Network
- Tenet Network Services
Best platform
WINNER: AJ BELL INVESTCENTRE
Shortlisted:
- Aviva
- Nucleus Financial
- P1 Investment Management
- Parmenion
- Transact
- True Potential Investments
Best protection provider
WINNER: ROYAL LONDON
Highly Commended: Legal and General
Shortlisted:
- Scottish Widows
- Zurich
Best retirement provider
WINNER: AJ BELL INVESTCENTRE
Shortlisted:
- abrdn
- Parmenion
- Royal London
- Scottish Widows
- True Potential Investments
Best Sipp provider
WINNER: TRUE POTENTIAL INVESTMENTS
Shortlisted:
- AJ Bell Investcentre
- I.P.M. SIPP Administration
- InvestAcc
- iPensions Group
Best support service provider
WINNER: TRUE POTENTIAL ADVISER SERVICES
Highly Commended: Technical Connection
Shortlisted:
- Bankhall
- Benchmark
- NextGen Planners
- SimplyBiz
- threesixty services
Provider of the year
WINNER: AJ BELL
Shortlisted:
- iPensions Group
- Parmenion
- Scottish Widows
- True Potential Investments
SPECIALIST AWARDS
Charity champion of the year
WINNER: STRATEGIC SOLUTIONS CHARTERED FINANCIAL PLANNERS
Shortlisted:
- EQ Investors - The EQ Foundation
- Equilibrium Financial Planning
- Furnley House
- True Potential
- Yellowtail Financial Planning
Diversity champion of the year
WINNER: SECCL
Highly Commended: Empowered - The Inclusive Community for Women in Financial Advice
Shortlisted:
- Eka Vankova, William Russell
- PensionBee
Adviser personality of the year
WINNER: KERRY NELSON
Outstanding contribution
WINNER: MICHELLE HOSKIN
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