2023 MONEY MARKETING AWARD WINNERS
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: BENCHMARK
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
