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
WINNER INTERVIEW WITH CATHI HARRISON
