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 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
