CONGRATULATIONS TO THE 2024 SHORTLIST
We’re delighted to reveal the shortlists for the 2024 Money Marketing Awards! Congratulations to all the finalists from the Money Marketing team and sponsors.
Book your table here to attend at The Londoner Hotel on 12 September.
To jump to your chosen category section, click below:
ADVISER | PROVIDER | INDIVIDUAL ACHIEVEMENT
ADVISER AWARDS
ADVICE FIRM OF THE YEAR
Finura
Foster Denovo
Kellands Chartered Financial Planners
Forvis Mazars
Progeny
Strategic Solutions Chartered Financial Planners
Best financial adviser academy
M&G Wealth Advice Academy
Forvis Mazars Financial Planning Traineeship
Progeny Adviser Academy
Quilter Academy
St. James's Place Financial Adviser Academy
True Potential Academy
Best investment advice firm
Kingswood Group
Longbon & Company
Lowes Financial ManagementForvis
Forvis Mazars
True Potential Wealth Management
Best network
Benchmark
Corbel Partners
PRIMIS Mortgage Network
Quilter Financial Planning
Sense Network
The Right Mortgage & Protection Network
Best paraplanning service
Go Paraplanning
Principle Paraplanning
The Paraplan Project
Best protection advice firm
Mortgage Advice Bureau
Pam Brown Mortgages
Vita
Best retirement advice firm
Balance: Wealth Planning
Henwood Court Financial Planning
Intelligent Pensions
Rowley Turton (IFA)
TFP Financial Planning
Wingate Financial Planning
Charity champion of the year
Lowes Financial Management
Mortgage Advice Bureau Foundation
Strategic Solutions Chartered Financial Planners
The Verve Foundation
Timothy James & Partners
Financial adviser 2B
Emmelia Powell, Premier Wealth Solutions
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
Balance: Wealth Planning
Becketts
Milestone Financial Planning
Progeny
TFP Financial Planning
True Potential Wealth Management
Small advice firm of the year
Becketts
Citrus Financial Management
Lightside Financial Planning
Ovation Finance
Proposito Financial Planning
Wealth of Advice
PROVIDER AWARDS
ADVISER TECHNOLOGY PROVIDER OF THE YEAR
Defaqto
Dynamic Planner
intelliflo
Model Office-MO®
Seccl
Timeline
BEST ESG PROVIDER
Castlefield
CCLA Investment Management
EQ Investors
Impax Asset Management
Montanaro Asset Management
Parmenion
BEST INVESTMENT RESEARCH SERVICE FOR ADVISERS
Advice Bridge
Dynamic Planner
FE fundinfo
Morningstar
Square Mile Investment Consulting and Research
threesixty services
BEST INVESTMENT SOLUTIONS PROVIDER
Aegon
AJ Bell Investments
Quilter Investors
Rockhold Asset Management
Schroder Investment Solutions
Timeline Portfolios
BEST OUTSOURCED INVESTMENT MANAGER
Copia Capital
ebi
Parmenion Investment Management
PortfolioMetrix
Quilter Investors
Square Mile Investment Services
Tatton Investment Management
BEST PLATFORM
7IM
P1 Platform
Parmenion
Quilter
Transact
True Potential Investments
BEST PROTECTION PROVIDER
Aviva
HSBC Life
Legal & General
Royal London
Scottish Widows
Zurich
BEST RETIREMENT PROVIDER
7IM
AJ Bell Investcentre
Quilter
Royal London
Scottish Widows
Timeline
BEST SIPP PROVIDER
@sipp
AJ Bell Investcentre
Curtis Banks
I.P.M. SIPP Administration
InvestAcc
True Potential Investments
BEST SUPPORT SERVICE PROVIDER
Bankhall
Technical Connection
The Verve Group
threesixty services
True Potential Advisory Services
Provider of the year
AJ Bell
PortfolioMetrix
Quilter
Royal London
Scottish Widows
True Potential Investments
Zurich
INDIVIDUAL ACHIEVEMENT AWARD
Outstanding contribution award
The winner of this category will be announced at the awards ceremony.