YOUR 2024 WINNERS   

We are delighted to announce the winners and highly commended for the 2024 Money Marketing Awards! Competition was fierce in all categories, so a big "thank you" to everyone who has taken part this year.

To jump to your chosen category section, click below:

ADVISER | PROVIDER | INDIVIDUAL ACHIEVEMENT

ADVISER AWARDS

ADVICE FIRM OF THE YEAR

WINNER: Strategic Solutions
Chartered Financial Planners

Highly Commended: Kellands Chartered Financial Planners

Shortlisted:

Finura
Forvis Mazars
Foster Denovo
Progeny

BEST FINANCIAL ADVISER ACADEMY

WINNER: Progeny Adviser Academy

Shortlisted: 

Forvis Mazars Financial Planning Traineeship
M&G Wealth Advice Academy
Quilter Academy
St. James's Place Financial Adviser Academy
True Potential Academy

BEST INVESTMENT ADVICE FIRM

WINNER: Forvis Mazars

Highly Commended:  True Potential Wealth Management

Shortlisted:

Kingswood Group
Longbon & Company
Lowes Financial Management

BEST NETWORK

WINNER: Benchmark

Shortlisted:

Corbel Partners
PRIMIS Mortgage Network
Quilter Financial Planning
Sense Network
The Right Mortgage & Protection Network

BEST PARAPLANNING SERVICE

WINNER: The Paraplan Project

Highly Commended:  Go Paraplanning

Shortlisted:

Principle Paraplanning

BEST PROTECTION ADVICE FIRM

WINNER: Vita

Shortlisted:

Mortgage Advice Bureau
Pam Brown Mortgages

BEST RETIREMENT ADVICE FIRM

WINNER: Balance: Wealth Planning

Shortlisted:

Henwood Court Financial Planning
Intelligent Pensions
Rowley Turton (IFA)
TFP Financial Planning
Wingate Financial Planning


CHARITY CHAMPION OF THE YEAR

WINNER: Mortgage Advice Bureau Foundation

Shortlisted:

Lowes Financial Management
Strategic Solutions Chartered Financial Planners
The Verve Foundation
Timothy James & Partners

FINANCIAL ADVISER 2B

WINNER: Emmelia Powell, Premier Wealth Solutions

Shortlisted:

James Whittington, Montgomery Charles Wealth Management
Kate Evans, Lucent Financial Planning
Lee Quinn, Alexander Grace
Natasha Percy-Baxter, Percy Baxter Wealth Management
Rachel Stewart, Traprain Financial

NEXT GENERATION ADVICE FIRM OF THE YEAR

WINNER: Balance: Wealth Planning

Shortlisted:

Becketts
Finli (FLP)
Progeny
TFP Financial Planning
True Potential Wealth Management


SMALL ADVICE FIRM OF THE YEAR

WINNER: Ovation Finance

Shortlisted:

Becketts
Citrus Financial Management
Lightside Financial Planning
Proposito Financial Planning
Wealth of Advice

PROVIDER AWARDS

ADVISER TECHNOLOGY PROVIDER OF THE YEAR

WINNER: Dynamic Planner

Highly Commended: Model Office-MO®

Shortlisted:

Defaqto
intelliflo
Seccl
Timeline


BEST ESG PROVIDER

WINNER: CCLA Investment Management

Shortlisted:

Castlefield
EQ Investors
Impax Asset Management
Montanaro Asset Management
Parmenion

BEST INVESTMENT RESEARCH SERVICE FOR ADVISERS

WINNER: FE fundinfo

Highly Commended: Dynamic Planner

Shortlisted:

Advice Bridge
Morningstar
Square Mile Investment Consulting and Research
threesixty services

BEST INVESTMENT SOLUTIONS PROVIDER

WINNER: AJ Bell Investments

Shortlisted:

Aegon
Quilter Investors
Rockhold Asset Management
Schroder Investment Solutions
Timeline Portfolios

BEST OUTSOURCED INVESTMENT MANAGER

WINNER: ebi

Highly Commended: Copia Capital

Shortlisted:

Parmenion Investment Management
PortfolioMetrix
Quilter Investors
Square Mile Investment Services
Tatton Investment Management


BEST PLATFORM

WINNER: Quilter

Shortlisted:

7IM
P1 Platform
Parmenion
Transact
True Potential Investments

BEST PROTECTION PROVIDER

WINNER: Royal London

Shortlisted:

Aviva
HSBC Life
Legal & General
Scottish Widows
Zurich

BEST RETIREMENT PROVIDER

WINNER: Quilter

Highly Commended: AJ Bell Investcentre

Shortlisted:

7IM
Royal London
Scottish Widows
Timeline

BEST SIPP PROVIDER

WINNER: AJ Bell Investcentre

Highly Commended: @sipp

Shortlisted:

Curtis Banks
I.P.M. SIPP Administration
InvestAcc
True Potential Investments

BEST SUPPORT SERVICE PROVIDER

WINNER: threesixty services

Shortlisted:

Bankhall
Technical Connection
The Verve Group
True Potential Advisory Services

PROVIDER OF THE YEAR

WINNER: Royal London

Shortlisted:

AJ Bell
PortfolioMetrix
Quilter
Scottish Widows
True Potential Investments
Zurich

INDIVIDUAL ACHIEVEMENT AWARD

OUTSTANDING CONTRIBUTION AWARD

WINNER: CATHI HARRISON,
FOUNDER AND CEO, THE VERVE GROUP