2022 SHORTLIST


We’re delighted to reveal the shortlists for the 2022 Money Marketing Awards!

A huge congratulations to everyone named. Just making it onto a Money Marketing shortlist is an achievement, and the competition has been fierce, so well done and good luck to all involved.

To join us, click here. Limited tables available.

ADVISER AWARDS

Advice firm of the year

  • Becketts
  • Carrington Wealth Management
  • Informed Financial Planning
  • Progeny
  • True Potential Wealth Management

Sponsored by



Best ESG advice firm

  • Better World Financial Planning
  • EQ Investors
  • Foster Denovo
  • Mazars Financial Planning
  • Wingate Financial Planning

Sponsored by


Best investment advice firm

  • Aisa Financial Planning
  • Carrington Wealth Management
  • Depledge Strategic Wealth Management
  • Longbon & Company
  • Lowes Financial Management
  • Mazars Financial Planning

Sponsored by


Best mortgage advice firm

  • Crystal Clear Financial Services
  • Furnley House
  • Kellands Chartered Financial Planners
  • LIFT-Mortgages
  • MB Associates
  • Peak Money

Best paraplanner

  • Matt Dobson, Equilibrium Financial Planning
  • Joe Staniforth, Progeny
  • Caroline Stuart, Sparrow Paraplanning




Best protection advice firm

  • Peak Money
  • Risk Assured
  • Sports Financial Services
  • The Orchard Practice
  • Vita


Best retirement advice firm

  • Depledge Strategic Wealth Management
  • Henwood Court Financial Planning
  • Rowley Turton
  • St. James’s Place 
  • Wingate Financial Planning


Sponsored by



Financial adviser 2B

  • Benjamin Dyson, Foresight Independent Financial Planning
  • Tom Henshaw, Bowmore Financial Planning
  • Lottie Kent, True Financial Design
  • Ciaran Stark, Murphy Wealth
  • James Taylor, Taylor Financial Management
  • Kevin Tse, Robson Lister
  • Daniel Wiltshire, Wiltshire Wealth

Sponsored by

Financial wellbeing champion of the year

  • Carla Brown, Oakmere Wealth Management
  • Catherine Morgan, The Money Panel
  • Tom Morris, Ovation Finance
  • Harriet Shepherd, St. James’s Place






Next generation advice firm of the year

  • Becketts
  • Chadwicks
  • EBCam
  • Longhurst
  • New World Financial Group
  • True Potential Wealth Management






Small advice firm of the year (fewer than five appointed representatives)

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


Sponsored by

PROVIDER AWARDS

Adviser technology provider of the year

  • Dynamic Planner
  • EV
  • moneyinfo
  • PortfolioMetrix
  • Seccl
  • True Potential LLP


Best discretionary fund manager

  • AJ Bell Investments
  • Brewin Dolphin
  • EQ Investors
  • Morningstar Investment Management Europe Inc.
  • Parmenion
  • PortfolioMetrix

Best ESG provider

  • 7IM
  • Aviva
  • Cushon
  • EQ Investors
  • Morningstar Inc.
  • P1 Investment Management


Best network

  • Beaufort Financial
  • Best Practice
  • PRIMIS Mortgage Network
  • Tenet Network Services



Best platform

  • AJ Bell Investcentre
  • Aviva
  • Nucleus Financial
  • P1 Investment Management
  • Parmenion
  • Transact
  • True Potential Investments

Best protection provider

  • Legal and General
  • Royal London
  • Scottish Widows
  • Zurich



Best retirement provider

  • abrdn
  • AJ Bell Investcentre
  • Parmenion
  • Royal London
  • Scottish Widows
  • True Potential Investments

Best Sipp provider

  • AJ Bell Investcentre
  • InvestAcc
  • iPensions Group
  • I.P.M. SIPP Administration
  • True Potential Investments


Best support service provider

  • Bankhall
  • Benchmark Capital
  • NextGen Planners
  • SimplyBiz
  • Technical Connection
  • threesixty services
  • True Potential Adviser Services

Provider of the year

  • AJ Bell 
  • iPensions Group
  • Parmenion
  • Scottish Widows
  • True Potential Investments

SPECIALIST AWARDS

Adviser personality of the year

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






Charity champion of the year

  • EQ Investors - The EQ Foundation
  • Equilibrium Financial Planning
  • Furnley House
  • Strategic Solutions Chartered Financial Planners
  • True Potential LLP
  • Yellowtail Financial Planning

Diversity champion of the year

  • Eka Vankova, William Russell
  • Empowered - The Inclusive Community for Women in Financial Advice
  • PensionBee
  • Seccl


Outstanding contribution award

Sponsored by


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