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 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
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

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

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.