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

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Best investment advice firm

WINNER: MAZARS FINANCIAL PLANNING

Shortlisted:

  • Aisa Financial Planning
  • Carrington Wealth Management
  • Depledge Strategic Wealth Management
  • Longbon & Company
  • Lowes Financial Management

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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

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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

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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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