RP’s sister title Professional Adviser has unveiled the ‘long list’ of the almost 400 individuals nominated across the different categories in the inaugural Women in Financial Advice Awards.
The awards – which are run in association with PA’s sister brands Cover and Retirement Planner – are designed to celebrate the achievements of women working within the financial advice community and also the broader financial services sector in the UK.
These awards are not about men versus women or whether a particular gender is more suited to a career or role in financial services – they are simply about celebrating and recognising the achievements of women in a sector where they continue to be under-represented.
In total, we received more 800 nominations and, once the multiple nominees were taken into account, the following long list was reached. Everyone in the list below will now be asked to complete a short questionnaire in order to progress to the next round of judging.
A shortlist will then be created from which our panel of judges will decide the winners in each category. The judges will take into account factors such as an individual’s achievements in the workplace; challenges faced; evidence of contributions to support and inspire women; and the overall quality of the submission. The winners will then be unveiled at a special ceremony in London on 10 October 2018.
Please note that the following list does include some men. This is intentional as they will have been nominated, where allowed, in their capacity as a mentor. You can find the full list of categories here and the awards methodology here. For more details about the awards, please click here
2018 Women in Financial Advice Awards
Full list of individual nominees
Individual | Company |
Abbie Knight | Embark Group |
Abie Gibson | Intrinsic Financial Service |
Adam Winslow | AIG Life |
Adele Bestwick | Lumley Baxter Asset Management LLP |
Adrienn Kinglsey | Future Proof Insurance |
Alice Watson | Retirement Advantage |
Alison Eldridge | Gale & Phillipson |
Alison Monk | Canaccord Genuity Wealth Management |
Allie Baglow | Allisons Financial Planning Ltd |
Amanda Cassidy | Intrinsic Financial Service |
Amanda Clancy | Life Cover for All LLP |
Amanda Curwood | LifeSearch |
Amanda Day | More 2 life |
Amanda Gilbertson | Policy Services Ltd |
Amanda Hallam | St. James’s Place Wealth Management |
Amanda Kay | Opal UK |
Amanda Kerr | Scottish Widows |
Amanda Moore | Key Retirement |
Amelia Sexton | Holden & Partners |
Amy Gilbert | Higgins Fairbairn Advisory |
Amy Wilkes | IronMarket Group |
Andrea Bamford | Informed Choice Ltd |
Andrea Painter | Hargreaves Lansdown |
Andrea Solana | MASECO Private Wealth |
Angela Facer | Newell Palmer Financial Planning |
Angela Wise | WH Ireland Ltd |
Anita Raj | Hunters |
Anita Stevens | Orb Employee Benefits |
Anita Wright | Bishops Financial Planning Ltd |
Anna Murdock | JM Finn |
Anna Owen | Chase de Vere |
Anna Sofat | Addidi Wealth Ltd |
Anne Leiper | Royal London |
Anne Tolmunen | axa framlington |
Anne Wray | Attivo Financial Planning |
Annette Hender | TMFP |
Ann-Marie Atkins | Tilney |
Arinola Araba | BMoneywize |
Augusta Onyiuke-Eluma | Foster Denovo |
Beatrix Hartinger | Munich Re |
Becky Wilkinson | Day Cooper Day Ltd |
Beth Jones | Julian Hodge Bank |
Beth Thorpe | Finura Partners |
Bettina Edmondton | Saracen Fund Managers |
Brenda Somerville | Northfield Wealth Ltd |
Camilla Ritchie | Seven Investment Management |
Carol Sewell | Mackay Hall Financial Services |
Carol Sneddon | 1825 Financial Planning |
Carole Nicholls | Nicholls Stevens Financial Services Ltd |
Caroline Bailey | Higgins Fairbairn Advisory |
Caroline Bradley | Tenet Group Ltd |
Caroline Connell | Tilney |
Caroline Hawkesley | Evolve Financial Planning Ltd |
Caroline Miller | Standard Life |
Caroline Stone | TMFP |
Carolyn O’Brien | Mazars Financial Planning Ltd |
Caron Kehoe | Enable |
Catherine Greeves | Greenstone Financial Planning |
Catherine Morgan | Essendon Financial Planning Ltd |
Cathi Harrison | Para-Sols |
Catrina Walker-Jones | Howard Worth |
Catriona Mccarron | Ascot Wealth Management |
Charlotte Collier | Lyndhurst Financial Management Ltd |
Charlotte Curd | Old Mutual Wealth Private Client Advisers |
Charlotte Gray | LifeSearch |
Cheryl Macdonald | Stonehage Fleming |
Chloe Moran | 1825 Financial Planning |
Chloe Smith | Castlefield Investment Partners |
Chris Baigent-Reed | Jigsaw Tree |
Chris Bray | NMG Group |
Christine Bellenger | Allianz |
Christine Clancy | Life Cover for All LLP |
Christine Newall | Paradigm Mortgage Services |
Cindy-Lee Griffith | Cavendish Brooke financial management |
Claire Altman | Smart Pension |
Claire Phillips | First Wealth |
Clare Davies | AIG Life |
Clare Dougherty | JLT Employee Benefits |
Clare Farrell | Northfield Wealth Ltd |
Clare Stokes | MAB (Kent) Ltd |
Colette Noble | LIFT-Financial |
Debbie Bell | Kings Group LLP |
Debbie Condon | Intuitive Support Services Ltd |
Debbie Mahanta | Guinness Asset Management Ltd |
Debbie Parry-Jones | Tilney |
Debbie Purbrick | Mazars Financial Planning Ltd |
Deborah Hering | Kingston Wealth Management Ltd |
Diane Kennedy | Policy Services Ltd |
Dominique Butters | Blackfinch |
Donna Buffham | John Lamb LLP |
Donna Jahdaut | Just Financial Group Ltd |
Eliana Sydes | Tilney |
Elise Ruff | Hargreaves Lansdown |
Elizabeth Andrews | Prydis Wealth Ltd |
Ella Davies | LIFT-Financial |
Emily Barr | Policy Services Ltd |
Emily Den Haan | Tilney |
Emily Putnam | Howard Financial |
Emma Byron | Legal & General |
Emma Mcnally | Chase de Vere |
Emma Richardson | Active Chartered Financial Planners |
Emma Sterland | Tilney |
Emma Thomson | Lifesearch |
Farida Hassanali | UBS |
Faye Meachem | Aqua Financial Ltd |
Felicia Meyerowitz Singh | Akoni |
Felicity Lawrence | Old Mutual Wealth Private Client Advisers |
Fiona Hannah | The Mortgage Shop Ltd |
Fiona Oliver | Partners Wealth Management LLP |
Flora Maudsley-Barton | Parsonage Financial Planning |
Francesca Ritchie | Goldman Sachs Asset Management |
Fuchsia Curry | Deepbridge Syndicate |
Gabrielle Beaumont | Ingenious |
Gaynor Edwards | Rise |
Gemma Harle | Intrinsic Financial Service |
Gemma Oliver | Wealth design Ltd |
Gemma Woodward | Quilter Cheviot |
Gillian Hepburn | Embark Group |
Glenda Edroff | Jigsaw Financial Planning Ltd |
Gretchen Betts | Magenta Financial Planning |
Hanlie van Staden | Old Mutual Wealth |
Hannah Mitchell | Opal UK |
Hannah Turley | Essential Wealth Management |
Harriet Downing | InvestCloud Inc. |
Hattie Graham | Stonehage Fleming |
Hayley North | Rose and North |
Hayley Tink | Almary Green Investments Ltd |
Helen Allen | Henwood Court Financial Planning |
Helen Croft | AIG Life |
Helen Howcroft | Equanimity IFA |
Helen O’Connor | Enigma Compliance Ltd |
Helen Vaughan | Fiona Gray Financial Planning Ltd |
Henrietta Oxlade | Radcliffe & Newlands |
Hilary Carden | Cardens |
Holly Ewing | AIG Life |
Holly Graham | 1825 Financial Planning |
Holly Johnson | Para-Sols |
Honor Solomon | Legal & General Invetsment Management |
Imelda Debruin | Manse Capital |
Irene Berks | Perchard Wealth Management |
Jacqui Gillies | Guardian FS |
Jacqui Hatfield | Orrick |
Jan Anderson | Chase de Vere |
Jan Clements | Kingstons Wealth Managment Ltd |
Jan Oliff | Jan Oliff Financial Planning Ltd |
Jana Laville | TMFP |
Jane Goodland | Quilter |
Jane Griffiths | Wealth at Work |
Jane Routledge | Seven Investment Management |
Jane Sydenham | Rathbone Brothers Plc |
Jane Williams | Broadlands partnership Ltd |
Janet O’Neill | Jan O’Neill Mortgages |
Jeannie Boyle | EQ Investors |
Jemma Couchman | Evercore |
Jenni Turco | Positive Wealth Creation Ltd |
Jennifer Davidson | Standard Life |
Jennifer Davy | Independent Women |
Jenny Page | LifeSearch |
Jessica Mcguigan | Critchleys Financial Planning |
Jilly Mann | Telford Mann Pensions & Investments |
Jo Campbell | Para-Sols |
Jo Douglas | Brewin Dolphin |
Jo French | Benchmark Capital |
Jo Noon | Cockburn Lucas IFC Ltd. |
Jo Skeath | Chevening Financial |
Joanne Canniford | Cooper Associates |
Joanne Carrasco | Stonebridge Group |
Joanne Meredith | Unum |
Joanne Safo | Munich Re Digital Partners |
Johanna Haigh | Lyndhurst Financial Management Ltd |
Joyce Liu | Dawn Capital |
Julie Flynn | Becketts FS & Bree Wealth & Tax Management |
Julie Hardie | Threesixty Services LLP |
Julie Lavers | AV Trinity |
Julie Lord | Magenta Financial Planning |
Julie Roche | Hanover Wealth Management |
Julie Russell | 1825 Financial Planning |
Julie Scott | 1825 Financial Planning |
Julie Wilson | PenLife Associates |
Juliette Meads | The Exeter |
Kam Bajwa | Burlington Associates Ltd |
Karen Boyle | Hargreaves Lansdown |
Karen Craig | Wise Investments Ltd |
Karen Lallo | Tudor Court Financial Planning Ltd |
Karen Phillips | JLT Employee Benefits |
Karen Woodley | The Exeter |
Karen Wynard | Eastwood Financial Services |
Karla Ryan | Wesleyan Fnancial Services |
Kartherine Hill | Wesleyan Financial Services |
Kat Tammerova | TMFP |
Kate Ross | Smart Pension |
Kate Smith | Aegon |
Kate Sparkes | Sesame Bankhall Group |
Kate Whitby-Samways | RPUK Ltd |
Katharine Lindley | EQ Investors |
Katherine Walkerdine | Mortgage Direct |
Kathryn Knowles | Cura Financial Services Ltd |
Katie Cross | Newell Palmer Financial Planning |
Katie White | Hargreaves Lansdown |
Katy Thorne | Gale & Phillipson |
Katya Maclean | Guardian FS |
Kay Bendall | Adam & Company |
Kay Brown | Gale & Phillipson |
Kay Ingram | LEBC Group Ltd |
Kayleigh Dorrian | Policy Services Ltd & Virtue Money Ltd |
Keeley Stock | Fitzgerald & Law |
Kelsey O’Brien | David James Wealth |
Kerry Mccaughan | Johnston Campbell |
Kerry Nelson | Nexus IFA Ltd |
Kirsty Lynagh | Nucleus |
Kirsty Watson | Standard Life |
Krystle Skelton | Cura Financial Services Ltd |
Laura Billington | Billingtons IFAs |
Laura Catterick | Mobius Life |
Laura Jeffries | Just Mortgages |
Laura Jones | Purple Wealth Management |
Laura Thursfield | Mazars Financial Planning Ltd |
Laura Young | AIG Life |
Lauren Radford | MJ Hudson Allenbridge |
Lauren Waite | Old Mutual Wealth Private Client Advisers |
Lauren Watson | Finura Partners |
Lauren Wilson | Mattioli Woods plc |
Leanne Lindsay | Independent Women |
Leanne Mcleish | Just Financial Group Ltd |
Leigh Eeles | Beacon Wealth Management Ltd |
Lena Patel | ISJ Independent Financial Planning |
Lesley Mackintosh | Independent Women |
Lesley Vitty | Intrinsic Financial Service |
Liam Warrilow | Alban Financial Services Ltd. |
Liann Hill | Lifetime Assure |
Linda Van Meurs | Evolve Financial Planning Ltd |
Lindsay John | EQ Investors |
Lisa Andrews | Andrews & Bar Ltd |
Lisa Caplan | Nutmeg |
Lisa Howard | Howard Financial |
Lisa Lloyd | Sanlam WP |
Lisa Wyse | Nuvo |
Liz Bottomley | Arbuthnot Latham |
Liz Paradine | Seven Investment Management |
Liz Syms | Connect for Intermediaries |
Liza Pontone | Active Chartered Financial Planners |
Lizz Reading | Cooper Associates |
Louise Farley | Deepbridge Capital |
Louise Morris | AV Trinity |
Louise Morriss | F&L Corporate Reporting Services |
Louise Oliver | Piercefield Oliver |
Louise Simpson-Brown | Kreston Reeves Financial Planning Ltd |
Lucy Coutts | JM Finn |
Lucy Davison | Gale & Phillipson |
Lucy Gordon | Brewin Dolphin |
Lucy Larcombe | Future Proof Insurance |
Lynne Lamont | Brewin Dolphin |
Lynzi Harrison | Old Mutual Wealth |
Marian Evans | Various |
Marie Calvin | 1825 Financial Planning |
Marilyn Cole | Space |
Marilyn Watson | BlackRock |
Marsali Wallace | 1825 Financial Planning |
Martha Martindale | PW & Partners Ltd |
Mary Hemingway | Prosperity Independent Financial Advisors & Stockbrokers |
May Stone | The Right Cover |
Megan Ferguson | Munich Re |
Michaela Crocker | Legal & General |
Michelle Cartwright | John Lamb Insurance Broking |
Michelle Kelly | Howard Financial |
Mollie Burdge | Future Proof Insurance |
Natalie Barlow | Best 4 U Mortgages |
Natalie Bell | Para-Sols |
Natalie Briggs | Pension Works |
Natalie Holt | Nucleus |
Natalie Kempster | Compass Wealth Management |
Natalie Turner | St. James’s Place Wealth Management |
Natalie Wright | Mazars Financial Planning Ltd |
Natasha Oliver | Beacon Wealth Management Ltd |
Nicky Bray | Zurich |
Nicola Dugan | London & Country Mortgages Ltd |
Nicola Glass | Ascot Wealth Management |
Nicola Horner | Brewin Dolphin |
Nicola Ralston | PiRho Investment Consulting Ltd |
Nicola Tait | Evolve Financial Planning Ltd |
Nishma Patel | Attivo Financial Planning |
Nomi Prins | Agora Financial |
Nusrat Miller | RTW Wealth Management Ltd |
Olivia Bowen | Castlefield |
Oonagh Morrison | Wesleyan Financial Services |
Paige Webster | Halo Consulting |
Pamela Murphy | TMFP |
Paula Bertram-Lax | LifeSearch |
Paula Hughes | Key Retirement Group |
Paula Steele | John Lamb LLP |
Penny Smith | Sandringham Financial Partners |
Penny Wotherspoon | PW & Partners Ltd |
Philippa Gee | Philippa Gee Wealth Management Ltd |
Philippa Hann | Clarke Willmott |
Pippa Ellis | Beacon Wealth Management Ltd |
Pippa Oldfield | Mazars Financial Planning Ltd |
Poonam Khan | LifeSearch |
Rachael Dunbar-Nasmith | Cornelian Asset Managers |
Rachael Foy | Holden & Partners |
Rachel Kitching | Cooper Parry Wealth |
Rachel Mcculloch | Active Chartered Financial Planners |
Rachel Moseley | Old Mutual Wealth Private Client Advisers |
Rachel Sartin | Chase de Vere |
Rachel Smith | Mattioli Woods plc |
Rachel Vahey | Nucleus |
Rachelle Lewis | Stonehage Fleming |
Rebecca Bonner | The Private Office Ltd |
Rebecca Chinn | Evolve Financial Planning Ltd |
Rebecca Murphy | Praemium |
Rebecca Sturgeon | Quilter Cheviot |
Rebecca Tuck | Magenta Financial Planning |
Rebecca Ward | XL Finance Ltd |
Rebecca Welthy | Watson Moore IFA |
Ree Josh | Newell Palmer Financial Planning |
Rhian Simpson | HRS Asset Management Ltd |
Riona Mulherin | Paradigm Mortgage Services |
Robyn Gavan | Future Proof Insurance |
Rosanna Arikoglu | Smith & Williamson |
Rose St Louis | Zurich |
Roselene Thomas | Thomas UK Consulting Services |
Rosie Richard | Hargreaves Lansdown |
Rowena Griffiths | Female Financial Management Ltd |
Ruth Hague | Silverside Protection and Mortgages Ltd |
Sally Dow | Inshore IFA Ltd |
Sam Baber-Scovell | Stonehage Fleming |
Sam Naylor | Compass Personal Finance |
Sam Seaton | MoneyHub |
Samantha Jackson | Cooper Associates |
Samantha Kincaid | AIG Life |
Samantha Owen | Beckett Asset Management Ltd |
Sandra Sanderson | Gale & Phillipson |
Sandy Ameer-Beg | Acclaimed Mortgage Consultancy |
Sara Jayne Gibson | Insight.Out Financial |
Sara Titmus | DGS Financial Services |
Sarah Buckingham | Liddle Perrett Ltd |
Sarah Elson | Berry & Oak |
Sarah Grace | Sarah Grace Mortgages Ltd |
Sarah Hogan | KBA Financial Services Ltd |
Sarah Ireland | Policy Services Ltd |
Sarah Lord | Mazars Financial Planning Ltd |
Sarah Lyons | Ascentric |
Sarah Soar | JM Finn |
Sarah St Rose | Wesleyan Financial Services |
Sarah Waring | Old Mutual Wealth Private Client Advisers |
Seonaid Mackenzie | Sturgeon Ventures LLP |
Shanshan Fu | Issufy |
Sheetal Patel | Canaccord Genuity Financial Planning |
Shona Lowe | 1825 Financial Planning |
Sian Bird | Wesleyan Financial Services |
Sian Thomas | Hargreaves Lansdown |
Sibrina Lindsey | AIG Life |
Sonia Rickard | Bravura Solutions |
Sonia Wheeler | Essential Wealth Management |
Stefani Williams | Holden & Partners |
Stephanie Dare-Edwards | Old Mutual Wealth Private Client Advisers |
Stephanie Hydon | Ipipeline |
Susan Boyd | Adam & Company |
Susan Davies | Warriner & Co |
Susan Jeffery | Ainsdale Finance Ltd |
Susan Ralston | Virtue Money |
Susannah M Gray | Sorbus Partners LLP |
Susie Foottit | Helm Godfrey Partners Ltd |
Susie Hillier | Stonehage Fleming |
Suzanne Brown | Hugh James |
Suzanne Mcgowan | LIFT-Financial |
Tamsin Caine | Smart Financial |
Tamsin Hazell | Succession Group Ltd |
Tamsin Parker | LifeSearch |
Temitayo Olaofe | Swiss Re Corporate solutions |
Teresa Dunning | Old Mutual Wealth Private Client Advisers |
Tessa Lee | Moneyinfo Ltd |
Toni Sheen | PI Fnancial Ltd |
Tracey Beechey | HSBC Private Bank |
Tracey Kitchen | Halo Consulting |
Tracy Beadnell | NW Brown |
Trudi Old | Clearway Financial Solutions |
Trudy Jenkins | Niche Independent Financial Advisers Ltd |
Verona Smith | Seven Investment Management |
Vicki Swann | Westcountry Financial |
Vicky Churcher | AIG Life |
Victoria Drysdale | Brewin Dolphin |
Victoria Groves | EQ Investors |
Victoria Ryan | Wesleyan Financial Services |
Victoria Seabrooke | Lyndhurst Financial Management Ltd |
Vikki Vaughan-Williams | Almary Green Investments Ltd |
Vivienne Cottrell | Cardens |
Wonsang Lee | Old Mutual Wealth Private Client Advisers |
Zoe King | Vision Independent Financial Planning Ltd |