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

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2022 Best ESG advice firm

WINNER: EQ INVESTORS

Shortlisted:
  • Better World Financial Planning
  • Foster Denovo
  • Mazars Financial Planning
  • Wingate Financial Planning

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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

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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 

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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

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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

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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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