2025 WINNERS
We are delighted to announce the winners and highly commended for the 2025 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:
Octopus Money
Shortlisted:
Becketts
Forvis Mazars Financial Planning
Foster Denovo
Kellands Chartered Financial Planners
St. James's Place
Wingate Financial Planning
BEST FINANCIAL ADVISER ACADEMY
WINNER:
Quilter Academy
Shortlisted:
Ascot Lloyd Adviser Academy
M&G Wealth Advice Academy
St James's Place Financial Adviser Academy
The Openwork Academy
True Potential Wealth Management
BEST INVESTMENT ADVICE FIRM
WINNER: Fidelius
Shortlisted:
Forvis Mazars Financial Planning
Kellands Chartered Financial Planners
Longbon & Company
BEST INVESTMENT RESEARCH SERVICE FOR ADVISERS
WINNER: FE fundinfo
Shortlisted:
ARC Research
Dynamic Planner
Square Mile Investment Consulting & Research
threesixty services
BEST NETWORK
WINNER: ValidPath
Highly Commended: Benchmark
Shortlisted:
Corbel Partners
Quilter Financial Planning
Sense Network
BEST OUTSOURCED INVESTMENT MANAGER
WINNER: ebi
Shortlisted:
AJ Bell
P1 Investment Services
Quilter WealthSelect MPS
RBC Brewin Dolphin
Tatton Investment Management
BEST PARAPLANNING SERVICE
WINNER: Flying Colours Advice
Shortlisted:
BRI Wealth Management
Crowe Financial Planning UK
Simpson Financial Services
Verve
BEST PLATFORM
WINNER: Transact
Highly Commended: Quilter
Shortlisted:
7IM
Fidelity Adviser Solutions
P1 Platform
Parmenion
BEST PROTECTION ADVICE FIRM
WINNER:
Vita
Shortlisted:
LifeSearch
Mortgage Advice Bureau
St James's Place
BEST RETIREMENT ADVICE FIRM
WINNER:
Wingate Financial Planning
Highly Commended: Intelligent pensions
Shortlisted:
Balance: Wealth Planning
Britannic Place Financial Management
Henwood Court Financial Planning
Titan Wealth Planning
CHARITY CHAMPION OF THE YEAR
WINNER: Forte Financial
Shortlisted:
Furnley House
Southby and Co. Financial Planning
Strategic Solutions Financial Services
The Verve Foundation
NEXT GENERATION ADVICE FIRM OF THE YEAR
WINNER:
True Financial Design
Highly Commended: Becketts Connect
Shortlisted:
Finova Money
Lucent Financial Planning
Strategic Wealth Partners
Titan Wealth Planning
RISING STAR OF THE YEAR
WINNER: Marnel Stafford, Foster Denovo
Shortlisted:
Alex James, Simpson Financial Services
Barney Sears, BRI Wealth Management
George Agan, Flying Colours Advice
Jordan Cruse, Strategic Solutions Financial Services
Keely Woods, Lucent Financial Planning
SMALL ADVICE FIRM OF THE YEAR
WINNER:
Ovation Finance
Highly Commended: Wealth of Advice
Shortlisted:
GSI Wealth Management
Strategic Wealth Partners
Velocity Financial Planning
PROVIDER AWARDS
ADVISER TECHNOLOGY PROVIDER OF THE YEAR
WINNER: Aveni
Shortlisted:
AdvisoryAI
EV
Multiply
P1 Platform
Seccl
BEST ESG PROVIDER
WINNER: Castlefield
Highly Commended: CCLA Investment Management
Shortlisted:
EQ Investors
Parmenion
Quilter Cheviot
BEST INVESTMENT SOLUTIONS PROVIDER
WINNER: Morningstar Wealth
Shortlisted:
Aegon
PortfolioMetrix
Schroder Investment Solutions
Sparrows Capital
YOU Asset Management
BEST PROTECTION PROVIDER
WINNER: Royal London
Highly Commended: L & G
Shortlisted:
Aviva
HSBC Life UK
Royal London
Scottish Widows
Zurich
BEST RETIREMENT PROVIDER
WINNER: Quilter
Shortlisted:
AJ Bell
Fidelity Adviser Solutions
Scottish Widows
Royal London
Wealthtime
BEST SIPP PROVIDER
WINNER: InvestAcc
Shortlisted:
@sipp
AJ Bell
Curtis Banks
I.P.M. SIPP Administration
BEST SUPPORT SERVICE PROVIDER
WINNER: Verve
Shortlisted:
Bankhall PMS (part of Sesame Bankhall Group)
Compliance and Training Solutions
Simplybiz
The Yardstick Agency
threesixty services
PROVIDER OF THE YEAR
WINNER: AJ Bell
Shortlisted:
Morningstar Wealth
The Verve Foundation
Timeline
Zurich
INDIVIDUAL ACHIEVEMENT AWARD
OUTSTANDING CONTRIBUTION AWARD
WINNER: Laura Barnes, Director of Business Development, Nucleus Financial
