SHORTLIST

We are delighted to reveal the shortlists for the 2023 Money Marketing Awards!

Just making it onto a Money Marketing Awards shortlist is an achievement, and the competition has been fierce, so well done to all involved.

To attend the Awards, please click here.

Adviser
Provider
Specialist

ADVISER AWARDS

Advice firm of the year

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

Sponsored by


Best adviser academy

NEW FOR 2023

  • Attivo Academy
  • Benchmark Academy
  • M&G Wealth Advice Academy
  • Progeny Adviser Academy
  • Quilter Financial Adviser School & Graduate Academy
  • St. James's Place Financial Adviser Academy
  • The Quantum Academy



Best ESG advice firm

  • Beacon Wealth Management
  • Edison Wealth Management
  • EQ Investors
  • Holden & Partners


Sponsored by 



Best investment advice firm

  • Depledge Strategic Wealth Management
  • Longbon & Company
  • Lowes Financial Management
  • Mazars
  • The Orchard Practice
  • True Potential Wealth Management
Sponsored by

Best mortgage advice firm

  • MB Associates
  • Morrinson Wealth
  • Mortgage Advice Bureau
  • Peak Mortgages and Protection
  • The Orchard Practice (AR)





Best paraplanning service

  • Corbel Partners
  • Equilibrium Financial Planning
  • Morrinson Wealth
  • Navigatus
  • Plus Group





Best protection advice firm

  • Hanbury Wealth Management
  • Mortgage Advice Bureau
  • Owl Financial
  • Peak Mortgages and Protection
  • The Orchard Practice
  • Vita
    Sponsored by 

    Best retirement advice firm

    • Depledge Strategic Wealth Management
    • Henwood Court Financial Planning
    • Intelligent Pensions
    • Rowley Turton
    • True Potential Wealth Management
    • Wingate Financial Planning

    Sponsored by

    Financial adviser 2B

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





    Next generation advice firm of the year

    • Aspira Corporate Solutions
    • Becketts
    • Longhurst
    • New World Financial Group

    Sponsored by   

    Small advice firm of the year

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

    Sponsored by  

    PROVIDER AWARDS

    Adviser technology provider of the year

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

    Best discretionary fund manager

    • ebi Portfolios
    • EQ Investors
    • IBOSS Asset Management
    • Parmenion
    • RBC Brewin Dolphin
    • Tatton Investment Management

    Sponsored by 

    Best ESG provider

    • Aviva
    • Castlefield
    • EQ Investors
    • Montanaro Asset Management
    • P1 Investment Management





    Best investment research service for advisers

    NEW FOR 2023

    • AdviceBridge
    • FE fundinfo
    • Morningstar
    • threesixty services

    Best network

    • Benchmark
    • Corbel Partners
    • PRIMIS Mortgage Network
    • The Openwork Partnership



    Best platform

    • 7IM
    • Fidelity Adviser Solutions
    • Morningstar Wealth Platform
    • Parmenion
    • The P1 Platform
    • Transact
    • True Potential Investments

    Best protection provider

    • Aviva
    • HSBC Life
    • Legal & General
    • Royal London
    • Zurich


    Best retirement provider

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

    Best Sipp provider

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


    Best support service provider

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

    Financial wellbeing champion of the year

    • Aegon
    • Carla Brown, Oakmere Wealth Management
    • Hannah-Rebecca Findlay, Morrinson Wealth Wellbeing
    • Tom Morris, Ovation Finance





    Provider of the year

    • AJ Bell
    • HSBC Life
    • Parmenion
    • PortfolioMetrix
    • True Potential Investments




    SPECIALIST AWARDS

    Charity champion of the year

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

    Diversity and inclusion champion of the year

    • Mortgage Advice Bureau
    • Owl Financial
    • The Verve Foundation




    Adviser personality of the year

    The winner of this category will be announced at the awards ceremony.






    Outstanding contribution award

    The winner of this category will be announced at the awards ceremony.