2022 WINNERS
We’re delighted to reveal the winners of the 2022 Money Marketing Awards!
The competition was fierce and the judges were overwhelmed by the quality and care of all those shortlisted made in their submissions. Congratulations to everyone who took home an award and a very well done to those who were highly commended.
Thank you to everyone who attended, and to our wonderful judges and sponsors for their support.
ADVISER AWARDS
2022 Advice firm of the year
WINNER: BECKETTS
Shortlisted:- Carrington Wealth Management
- Informed Financial Planning
- Progeny
- True Potential Wealth Management
Sponsored by
2022 Best ESG advice firm
WINNER: EQ INVESTORS
Shortlisted:- Better World Financial Planning
- Foster Denovo
- Mazars Financial Planning
- Wingate Financial Planning
Sponsored by
2022 Best investment advice firm
WINNER: MAZARS FINANCIAL PLANNING
Shortlisted:
- Aisa Financial Planning
- Carrington Wealth Management
- Depledge Strategic Wealth Management
- Longbon & Company
- Lowes Financial Management
Sponsored by
2022 Best mortgage advice firm
WINNER: LIFT-MORTGAGES
Highly Commended: MB Associates
Shortlisted:
- Crystal Clear Financial Services
- Furnley House
- Kellands Chartered Financial Planners
- Peak Money
2022 Best paraplanner
WINNER: CAROLINE STUART, SPARROW PARAPLANNING
Shortlisted:
- Matt Dobson, Equilibrium Financial Planning
- Joe Staniforth, Progeny
2022 Best protection advice firm
WINNER: VITA
Shortlisted:
- Peak Money
- Risk Assured
- Sports Financial Services
- The Orchard Practice
2022 Best retirement advice firm
WINNER: WINGATE FINANCIAL PLANNING
Shortlisted:
- Depledge Strategic Wealth Management
- Henwood Court Financial Planning
- Rowley Turton
- St. James’s Place
Sponsored by
2022 Financial adviser 2B
WINNER: LOTTIE KENT, TRUE FINANCIAL DESIGN
Highly Commended: Daniel Wiltshire, Wiltshire Wealth
Shortlisted:
- Benjamin Dyson, Foresight Independent Financial Planning
- Tom Henshaw, Bowmore Financial Planning
- Ciaran Stark, Murphy Wealth
- James Taylor, Taylor Financial Management
- Kevin Tse, Robson Lister
Sponsored by
2022 Financial wellbeing champion of the year
WINNER: TOM MORRIS, OVATION FINANCE
Shortlisted:
- Carla Brown, Oakmere Wealth Management
- Catherine Morgan, The Money Panel
- Harriet Shepherd, St. James’s Place
2022 Next generation advice firm of the year
WINNER: BECKETTS
Highly Commended: Longhurst
Shortlisted:
- Chadwicks
- EBCam
- New World Financial Group
- True Potential Wealth Management
2022 Small advice firm of the year (fewer than five appointed representatives)
WINNER: MATRIX CAPITAL - CHARTERED FINANCIAL PLANNERS
Highly Commended: Longhurst
Shortlisted:
- Aisa Financial Planning
- Depledge Strategic Wealth Management
- Ovation Finance
Sponsored by
PROVIDER AWARDS
2022 Adviser technology provider of the year
WINNER: DYNAMIC PLANNER
Highly Commended: Seccl
Shortlisted:
- EV
- moneyinfo
- PortfolioMetrix
- True Potential
2022 Best discretionary fund manager
WINNER: RBC BREWIN DOLPHIN
Highly Commended: Morningstar Investment Management Europe
Shortlisted:
- AJ Bell Investments
- EQ Investors
- Parmenion
- PortfolioMetrix
2022 Best ESG provider
WINNER: MORNINGSTAR
Shortlisted:
- 7IM
- Aviva
- Cushon
- EQ Investors
- P1 Investment Management
2022 Best network
WINNER: BEST PRACTICE
Shortlisted:
- Beaufort Financial
- PRIMIS Mortgage Network
- Tenet Network Services
2022 Best platform
WINNER: AJ BELL INVESTCENTRE
Shortlisted:
- Aviva
- Nucleus Financial
- P1 Investment Management
- Parmenion
- Transact
- True Potential Investments
2022 Best protection provider
WINNER: ROYAL LONDON
Highly Commended: Legal and General
Shortlisted:
- Scottish Widows
- Zurich
2022 Best retirement provider
WINNER: AJ BELL INVESTCENTRE
Shortlisted:
- abrdn
- Parmenion
- Royal London
- Scottish Widows
- True Potential Investments
2022 Best Sipp provider
WINNER: TRUE POTENTIAL INVESTMENTS
Shortlisted:
- AJ Bell Investcentre
- I.P.M. SIPP Administration
- InvestAcc
- iPensions Group
2022 Best support service provider
WINNER: TRUE POTENTIAL ADVISER SERVICES
Highly Commended: Technical Connection
Shortlisted:
- Bankhall
- Benchmark
- NextGen Planners
- SimplyBiz
- threesixty services
2022 Provider of the year
WINNER: AJ BELL
Shortlisted:
- iPensions Group
- Parmenion
- Scottish Widows
- True Potential Investments
SPECIALIST AWARDS
2022 Charity champion of the year
WINNER: STRATEGIC SOLUTIONS CHARTERED FINANCIAL PLANNERS
Shortlisted:
- EQ Investors - The EQ Foundation
- Equilibrium Financial Planning
- Furnley House
- True Potential
- Yellowtail Financial Planning
2022 Diversity champion of the year
WINNER: SECCL
Highly Commended: Empowered - The Inclusive Community for Women in Financial Advice
Shortlisted:
- Eka Vankova, William Russell
- PensionBee
2022 Adviser personality of the year
WINNER: KERRY NELSON
2022 Outstanding contribution
WINNER: MICHELLE HOSKIN
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