2026 WINNERS
We are delighted to announce the winners and highly commended for the 2026 Money Marketing Awards! The 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: Niche Private Clients
Shortlisted:
Balance: Wealth Planning
Fidelius
Finura
Furnley House
IPS Capital
The Private Office
Best financial adviser academy
(fewer than 200 advisers)
WINNER: Forvis Mazars Financial Planning Traineeship
Highly Commended: Hoxton Wealth
Shortlisted:
Bespoke- Advice Academy - where we nurture and develop future leaders
Brooks Financial Academy
Hoxton Wealth
Trinity Lifetime Partners: Financial Associate Academy
Best financial adviser academy
(200 advisers and above)
WINNER: St. James's Place Financial Adviser Academy
Shortlisted:
Quilter Academy
The Openwork Academy
True Potential Academy
Best investment advice firm
WINNER: Balance: Wealth Planning
Shortlisted:
Carrington Wealth Management
Forvis Mazars Financial Planning
Niche Private Clients
Best network
WINNER: ValidPath
Shortlisted:
ASHL Group (Sense + Lyncombe)
Benchmark
Corbel Partners
Rosemount Financial Solutions (IFA)
The Openwork Partnership
Best paraplanning service
WINNER: The Private Office
Shortlisted:
Crowe Financial Planning UK
Plus Group
Root Research
Verve
Best protection advice firm
WINNER: St James's Place Protection Planning
Shortlisted:
Brown & Brown Health and Employee Benefits
LifeSearch
Mortgage Advice Bureau
The Orchard Practice
Trinity Lifetime Partners
Sponsored by
Best retirement advice firm
WINNER: The Private Office
Shortlisted:
Fidelius
Henwood Court Financial Planning
Lucent Financial Planning
St. James’s Place
Strategic Solutions Financial Services
True Potential Wealth Management
Charity champion of the year
WINNER: Furnley House
Shortlisted:
Archers Financial Services
Southby & Co Financial Planning
Strategic Solutions Financial Services
Verve Foundation
Next generation advice firm of the year
WINNER: Niche Private Clients
Shortlisted:
Chadwicks
Finova Money
Furnley House
Strategic Solutions Financial Services
Strategic Wealth Partners
Small advice firm of the year
WINNER: Lucent Financial Planning
Highly Commended : Velocity Financial Planning
Shortlisted:
Beacon Wealth Management
Depledge Strategic Wealth Management
Henwood Court Financial Planning
Wealth of Advice
PROVIDER AWARDS
Adviser technology provider of the year
WINNER: AdvisoryAI
Shortlisted:
Seccl
Parmenion
FE fundinfo
True Potential Adviser Services
Best ESG provider
WINNER: Castlefield
Shortlisted:
ebi
EQ Investors
Montanaro Asset Management
Parmenion
Titan Square Mile
Best initiative for closing the advice gap
WINNER: Becketts Connect
Highly Commended: Owl Financial
Shortlisted:
Inzuzo
IPTF
Verve Foundation
Best initiative for closing the adviser gap
WINNER: the lang cat
Highly Commended: Quilter Academy
Shortlisted:
Future Financial Adviser
LIBF - Part of Walbrook Institute, London
Best investment solutions provider
WINNER: PortfolioMetrix
Highly Commended: Quilter
Shortlisted:
AJ Bell
Fundhouse
Marlborough
Morningstar Wealth
Best outsourced investment manager
WINNER: Tyndall Partnerships
Highly Commended: ebi & PortfolioMetrix
Shortlisted:
AJ Bell
Fundhouse
Quilter
RBC Brewin Dolphin
Best platform
WINNER: Quilter
Highly Commended: Transact
Shortlisted:
P1 Platform
Parmenion
Scottish Widows
Best protection provider
WINNER: Guardian
Shortlisted:
British Friendly Society
L&G
Royal London
Scottish Widows
Zurich
Best retirement provider
WINNER: Quilter
Highly Commended: Royal London
Shortlisted:
AJ Bell
Liverpool Victoria (LV=)
Scottish Widows
Best support service provider
WINNER: Verve
Highly Commended: The Yardstick Agency
Shortlisted:
Compliance and Training Solutions
Panacea Adviser
threesixty services
Best use of AI by an advice firm
WINNER: Lucent Financial Planning
Shortlisted:
Beacon Wealth Management
Rosemount Financial Solutions (IFA)
Rowley Turton
True Potential
Provider of the year
WINNER: Transact
Shortlisted:
AJ Bell
Guardian
Morningstar Wealth
Parmenion
Scottish Widows
Zurich
INDIVIDUAL ACHIEVEMENT AWARD
Outstanding contribution award
WINNER: Roy McLoughlin, Plan Money
