CONGRATULATIONS TO THE 2025 SHORTLIST
We’re delighted to reveal the shortlists for the 2025 Money Marketing Awards! Congratulations to all the finalists from the Money Marketing team and sponsors.
Book your table here to attend The Londoner Hotel on Thursday 11 September.
Don't forget, we have an early bird offer on all gold and silver tables until Friday 23 May!
To jump to your award category, click one of the buttons below.
ADVISER AWARDS
ADVICE FIRM OF THE YEAR
Becketts
Forvis Mazars Financial Planning
Foster Denovo
Kellands Chartered Financial Planners
Octopus Money
St. James's Place
Wingate Financial planning
Best financial adviser academy
Ascot Lloyd Adviser AcademyM&G Wealth Advice Academy
Quilter Academy
St. James's Place Financial Adviser Academy
The Openwork Academy
TPWM Academy
Best investment advice firm
Fidelius
Forvis Mazars Financial Planning
Kellands Chartered Financial Planners
Longbon & Company
Best network
Benchmark
Corbel Partners
Quilter Financial Planning
Sense Network
ValidPath
Best paraplanning service
BRI Wealth Management
Crowe Financial Planning UK
Flying Colours Advice
Simpson Financial Services
Verve
Best protection advice firm
LifeSearch
Mortgage Advice Bureau
St James's Place
Vita
Best retirement advice firm
Balance: Wealth Planning
Britannic Place Financial Management
Henwood Court Financial Planning
Intelligent Pensions
Titan Wealth Planning
Wingate Financial Planning
Charity champion of the year
Forte Financial
Furnley House
Southby and Co. Financial Planning
Strategic Solutions Financial Services
The Verve Foundation
Next generation advice firm of the year
Finova Money
Lucent Financial Planning
Strategic Wealth Partners
Titan Wealth Planning
True Financial Design
Rising star of the year
Alex James, Simpson Financial Services
Barney Sears, BRI Wealth Management
George Agan, Flying Colours
Jordan Cruse, Strategic Solutions Financial Services
Keely Woods, Lucent Financial Planning
Marnel Stafford, Foster Denovo
Small advice firm of the year
GSI Wealth Management
Ovation Finance
Strategic Wealth Partners
Velocity Financial Planning
Wealth of Advice
PROVIDER AWARDS
ADVISER TECHNOLOGY PROVIDER OF THE YEAR
AdvisoryAI
Aveni
EV
Multiply
P1 Platform
Seccl
BEST ESG PROVIDER
Castlefield
CCLA Investment Management
EQ Investors
Parmenion
Quilter Cheviot
BEST INVESTMENT RESEARCH SERVICE FOR ADVISERS
ARC Research
Dynamic Planner
FE fundinfo
Square Mile Investment Consulting & Research
threesixty services
BEST INVESTMENT SOLUTIONS PROVIDER
Aegon
Morningstar Wealth
PortfolioMetrix
Schroder Investment Solutions
Sparrows Capital
YOU Asset Management
BEST OUTSOURCED INVESTMENT MANAGER
AJ Bell
ebi
P1 Investment Services
Quilter WealthSelect MPS
RBC Brewin Dolphin
Tatton Investment Management
BEST PLATFORM
7IM
Fidelity Adviser Solutions
P1 Platform
Parmenion
Quilter
Transact
BEST PROTECTION PROVIDER
Aviva
HSBC Life UK
L&G
Royal London
Scottish Widows
Zurich
BEST RETIREMENT PROVIDER
AJ Bell Investcentre
Fidelity Adviser Solutions
Quilter
Royal London
Scottish Widows
Wealthtime
BEST SIPP PROVIDER
AJ Bell Investcentre
Curtis Banks
I.P.M. SIPP Administration
InvestAcc
@sipp
BEST SUPPORT SERVICE PROVIDER
Bankhall PMS (part of Sesame Bankhall Group)
Compliance and Training Solutions
Simplybiz
The Yardstick Agency
threesixty services
Verve
Provider of the year
AJ Bell Investcentre
Morningstar Wealth
The Verve Foundation
Timeline
Zurich
INDIVIDUAL ACHIEVEMENT AWARD
Outstanding contribution award
The winner of this category will be announced at the awards ceremony.