2023 MONEY MARKETING AWARD WINNERS ANNOUNCED!

We’re delighted to announce the winners of the 2023 Money Marketing Awards! 

The competition was fierce and the judges were overwhelmed by the quality and care 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, our wonderful judges and sponsors for their support. 

ADVISER
PROVIDER
SPECIALIST

ADVISER AWARDS

Advice firm of the year

WINNER: MAZARS

Shortlisted:
  • Equilibrium Financial Planning
  • Holden & Partners
  • Lowes Financial Management
  • Progeny
  • St. James’s Place

Sponsored by

Best adviser academy

WINNER: ST. JAMES'S PLACE FINANCIAL ADVISER ACADEMY

  • Attivo Academy
  • Benchmark Academy
  • M&G Wealth Advice Academy
  • Progeny Adviser Academy
  • Quilter Financial Adviser School & Graduate Academy
  • The Quantum Academy

Best ESG advice firm

WINNER: EQ INVESTORS

Shortlisted:
  • Beacon Wealth Management
  • Edison Wealth Management
  • EQ Investors

Sponsored by


Best investment advice firm

WINNER: LONGBON & COMPANY

Shortlisted:

  • Depledge Strategic
  • Lowes Financial Management
  • Mazars
  • The Orchard Practice
  • True Potential Wealth Management

Sponsored by


Best mortgage advice firm

WINNER: MORTGAGE ADVICE BUREAU

Highly Commended: MB ASSOCIATES

Shortlisted:

  • Morrinson Wealth Management
  • Peak Mortgages and Protection
  • The Orchard Practice (AR)


    Best paraplaning service

    WINNER: PLUS GROUP

    Highly Commended: NAVIGATUS

    Shortlisted:

    • Corbel Partners
    • Equilibrium Financial Planning
    • Morrinson Wealth Management

    Best protection advice firm

    WINNER: VITA

    Highly Commended: MORTGAGE ADVICE BUREAU

    Shortlisted:

    • Hanbury Wealth Management
    • Owl Financial
    • Peak Mortgages and Protection
    • The Orchard Practice

    Sponsored by


    Best retirement advice firm

    WINNER: TRUE POTENTIAL WEALTH MANAGEMENT

    Highly Commended: HENWOOD COURT FINANCIAL PLANNING

    Shortlisted:

    • Depledge Strategic Wealth Management
    • Intelligent Pensions
    • Rowley Turton
    • Wingate Financial Planning

    Sponsored by


    Best investment research service for advisers

    WINNER: FE FUNDINFO

    • AdviceBridge
    • Morningstar
    • threesixty services


    Financial adviser 2B

    WINNER: SEBASTIAN FIELD, ATTIVO

    Shortlisted:

    • Daniel Wiltshire, Wiltshire Wealth
    • Emmelia Powell, Premier Wealth Solutions
    • Helen Grieves, Lowes Financial Management
    • Joshua Lenihan, Foresight Wealth Strategists
    • Tom Henshaw, Bowmore Financial Planning

    Next generation advice firm of the year

    WINNER: LONGHURST

    Highly Commended: NEW WORLD FINANCIAL GROUP

    Shortlisted:

    • Aspira Corporate Solutions
    • Becketts

    Sponsored by

    Small advice firm of the year

    WINNER: LONGHURST

    Shortlisted:

    • Becketts
    • Depledge Strategic Wealth Management
    • Magenta Financial Planning
    • Matrix Capital - Chartered Financial Planners
    • Ovation Finance

    Sponsored by


    PROVIDER AWARDS

    Adviser technology provider of the year

    WINNER: SECCL

    Shortlisted:

    • Dashly
    • Dynamic Planner
    • Fluid
    • intelliflo
    • Money Alive
    • Multiply
    • Protection Guru
    • Transact

    Best discretionary fund manager

    WINNER: RBC BREWIN DOLPHIN

    Shortlisted:

    • ebi Portfolios
    • EQ Investors
    • IBOSS Asset Management
    • Parmenion
    • Tatton Investment Management

    Sponsored by


    Best ESG provider

    WINNER: AVIVA

    Highly Commended: EQ INVESTORS

    Shortlisted:

    • Castlefield
    • Montanaro Asset Management
    • P1 Investment Management

    Best network

    WINNER: BENCH MARK

    Shortlisted:

    • Corbel Partners
    • PRIMIS Mortgage Network
    • The Openwork Partnership

    Best platform

    WINNER: 7IM

    Shortlisted:

    • Fidelity Adviser Solutions
    • Morningstar Wealth Platform
    • Parmenion
    • The P1 Platform
    • Transact
    • True Potential Investments

    Best protection provider

    WINNER: AVIVA

    HIGHLY COMMENDED: ROYAL LONDON

    Shortlisted:

    • HSBC Life
    • Legal & General
    • Zurich

    Best retirement provider

    WINNER: QUILTER

    Shortlisted:

    • 7IM
    • AJ Bell Investcentre
    • People's Partnership
    • Royal London
    • True Potential Investments

    Best Sipp provider

    WINNER: CURTIS BANKS

    Shortlisted:

    • AJ Bell Investcentre
    • I.P.M. SIPP Administration
    • InvestAcc
    • True Potential Investments

    Best support service provider

    WINNER: NEXTGEN PLANNERS

    Shortlisted:

    • Bankhall
    • B-Compliant
    • Compliance and Training Solutions
    • Paradigm
    • Technical Connection
    • The Verve Group
    • threesixty services

    Provider of the year

    WINNER: AJ BELL

    Shortlisted:

    • HSBC Life
    • Parmenion
    • PortfolioMetrix
    • True Potential Investments

    Financial wellbeing champion of the year

    WINNER: AEGON 

    WINNER: TOM MORRIS, OVATION FINANCE

    Shortlisted:

    • Carla Brown, Oakmere Wealth Management
    • Hannah-Rebecca Findlay, Morrinson Wealth Wellbeing

    SPECIALIST AWARDS

    Charity champion of the year

    WINNER: THE VERVE FOUNDATION

    Highly Commended: LONGHURST

    Shortlisted:

    • Furnley House
    • Lowes Financial Management
    • People's Partnership
    • Strategic Solutions Chartered Financial Planners
    • Succession Wealth

    Diversity champion of the year

    WINNER: MORTGAGE ADVICE BUREAU

    Shortlisted:

    • Owl Financial
    • The Verve Foundation

    Adviser personality of the year

    WINNER: AMYR ROCHA LIMA, DIRECTOR, STRATEGIC WEALTH GROUP

    Outstanding contribution

    WINNER: ADAM OWEN, DIRECTOR AND HEAD OF CONTENT, NEXTGEN PLANNERS