CONGRATULATIONS TO THE 2026 FINALISTS
We’re delighted to reveal the finalists for the 2026 Money Marketing Awards! Congratulations to everyone from the Money Marketing team and sponsors.
Book your table here to attend The Londoner Hotel on Thursday 10 September. There are earlybird rates on all gold and silver tables but only until 5 June!
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ADVISER AWARDS
ADVICE FIRM OF THE YEAR (AR)
Finura
IPS Capital
ADVICE FIRM OF THE YEAR (DA)
Balance: Wealth Planning
Fidelius
Furnley House
Niche Private Clients
The Private Office
Best financial adviser academy (fewer than 200 advisers)
Bespoke- Advice Academy - where we nurture and develop future leaders
Forvis Mazars Financial Planning Traineeship
Hoxton Wealth
Trinity Lifetime Partners: Financial Associate Academy
Best financial adviser academy (200 advisers and above)
Brooks Financial Academy
Quilter Academy
St. James's Place Financial Adviser Academy
The Openwork Academy
True Potential Academy
Best investment advice firm
Balance: Wealth Planning
Carrington Wealth Management
Forvis Mazars Financial Planning
Niche Private Clients
Best network
ASHL Group (Sense + Lyncombe)
Benchmark
Corbel Partners
Rosemount Financial Solutions (IFA)
The Openwork Partnership
ValidPath
Best paraplanning service
Crowe Financial Planning UK
Plus Group
Root Research
The Private Office
Verve
Best protection advice firm
Sponsored by
Brown & Brown Health and Employee Benefits
LifeSearch
Mortgage Advice Bureau
St James's Place Protection Planning
The Orchard Practice
Trinity Lifetime Partners
Best retirement advice firm
Fidelius
Henwood Court Financial Planning
Lucent Financial Planning
St. James’s Place
Strategic Solutions Financial Services
The Private Office
True Potential Wealth Management
Charity champion of the year
Archers Financial Services
Furnley House
Southby & Co Financial Planning
Strategic Solutions Financial Services
Verve Foundation
Next generation advice firm of the year
Chadwicks
Finova Money
Furnley House
Niche Private Clients
Strategic Solutions Financial Services
Strategic Wealth Partners
Small advice firm of the year
Beacon Wealth Management
Depledge Strategic Wealth Management
Henwood Court Financial Planning
Lucent Financial Planning
Velocity Financial Planning
Wealth of Advice
PROVIDER AWARDS
ADVISER TECHNOLOGY PROVIDER OF THE YEAR
AdvisoryAI
Seccl
Parmenion
FE fundinfo
True Potential Adviser Services
BEST ESG PROVIDER
Castlefield
ebi
EQ Investors
Montanaro Asset Management
Parmenion
Titan Square Mile
BEST INITIATIVE FOR CLOSING THE ADVICE GAP
Becketts Connect
Inzuzo
IPTF
Owl Financial
Verve Foundation
BEST INITIATIVE FOR CLOSING THE ADVISER GAP
Future Financial Adviser
LIBF - Part of Walbrook Institute, London
Quilter Academy
the lang cat
BEST INVESTMENT SOLUTIONS PROVIDER
AJ Bell
Fundhouse
Marlborough
Morningstar Wealth
PortfolioMetrix
Quilter
BEST OUTSOURCED INVESTMENT MANAGER
AJ Bell
ebi
Fundhouse
PortfolioMetrix
Quilter
RBC Brewin Dolphin
Tyndall Partnerships
BEST PLATFORM
P1 Platform
Parmenion
Quilter
Scottish Widows
Transact
BEST PROTECTION PROVIDER
British Friendly Society
Guardian
L&G
Royal London
Scottish Widows
Zurich
BEST RETIREMENT PROVIDER
AJ Bell
Liverpool Victoria (LV=)
Quilter
Royal London
Scottish Widows
BEST SUPPORT SERVICE PROVIDER
Compliance and Training Solutions
Panacea Adviser
The Yardstick Agency
threesixty services
Verve
Best use of AI by an advice firm
Beacon Wealth Management
Lucent Financial Planning
Rosemount Financial Solutions (IFA)
Rowley Turton
True Potential
Provider of the year
AJ Bell
Guardian
Morningstar Wealth
Parmenion
Scottish Widows
Transact
Zurich
INDIVIDUAL ACHIEVEMENT AWARD
Outstanding contribution award
The winner of this category will be announced at the awards ceremony.