Retirement Planner and Professional Adviser are proud to publish the first shortlists for the inaugural Women in Financial Advice Awards, the winners of which will be announced at a ceremony in London on 10 October.
Run in association with PA and RP’s sister brand Cover, the Women in Financial Advice Awards are designed to celebrate the achievements of women working within the financial advice community and also the broader financial services sector in the UK.
We are delighted our enterprise appears to have struck a real chord with our readers, with more than 800 nominations received across the different categories. All nominees were then asked to fill in a questionnaire addressing factors such as their achievements in the workplace, challenges faced and contributions to support and inspire women and, on the basis of those, the shortlists were reached
Over the coming days, we will be revealing the people and firms vying for some two dozen awards – starting with Rising Star, Mentor of the Year, Paraplanner of the Year, Woman of the Year – In-house Adviser Support and Woman of the Year – Platforms.
| Rising Star | |
| Augusta Onyiuke-Eluma | Foster Denovo |
| Holly Graham | 1825 |
| Laura Thursfield | Mazars Financial Planning |
| Megan Ferguson | Munich Re |
| Natalie Bell | Para-Sols |
| Natasha Oliver | Beacon Wealth Management |
| Sarah Waring | Old Mutual Wealth Private Client Advisers |
| Stephanie Hydon | iPipeline UK |
| Temitayo Olaofe | Swiss Re Corporate Solutions |
| Mentor of the Year | |
| Amanda Clancy | Life Cover for All |
| Hayley North | Rose & North |
| Hayley Tink | Almary Green Investments |
| Jenny Davidson | Standard Life |
| Julie Lord | Magenta Financial Planning |
| Lesley Mackintosh | Independent Women |
| Marian Evans | CFS |
| Rebecca Welthy | Watson Moore IFA |
| Sonia Wheeler | Essential Wealth Management |
| Susie Foottit | Helm Godfrey Partners Limited |
| Paraplanner of the Year | |
| Angela Facer | Newell Palmer Group Limited |
| Beth Thorpe | Finura Partners |
| Cathi Harrison | Para-Sols |
| Cheryl MacDonald | Stonehage Fleming |
| Chloe Moran | 1825 |
| Farida Hassanali | Jarrovian Wealth |
| Helen Allen | Henwood Court Financial Planning |
| Pippa Oldfield | Mazars Financial Planning |
| Sheetal Patel | Canaccord Genuity Financial Planning |
| Stephanie Dare-Edwards | Old Mutual Wealth Private Client Advisers |
| Woman of the Year – In-house Adviser Support | |
| Amanda Curwood | LifeSearch |
| Amy Wilkes | IronMarket Group |
| Andrea Solana | MASECO Private Wealth |
| Carolyn O’Brien | Mazars Financial Planning |
| Debbie Purbrick | Mazars Financial Planning |
| Elise Ruff | Hargreaves Lansdown |
| Marie Calvin | 1825 Financial Planning |
| Rachel Moseley | Old Mutual Wealth Private Client Advisers |
| Trudy Jenkins | Niche Independent Financial Advisers |
| Woman of the Year – Platforms | |
| Arinola Araba | bMoney Wize |
| Caroline Miller | Standard Life |
| Gillian Hepburn | Embark |
| Hanlie van Staden | Old Mutual Wealth |
| Jenny Davidson | Standard Life |
| Kate Ross | Smart Pension |
| Laura Catterick | Mobius Life |
| Rebecca Murphy | Praemium |
| Verona Smith | Seven Investment Management |
More shortlists will be published over the coming days, including those in the running to win the six regional categories of Financial Adviser of the Year – from whom the overall Financial Adviser of the Year 2018 will be picked.
Make sure you do not miss out on the chance to celebrate a colleague’s or your own success when the winners are announced at the ceremony at the Marriott Grosvenor Square in central London on 10 October. You can find out more details about the evening or book your table here