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This week and next, Professional Adviser and Retirement Planner are proudly publishing the 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. Every nominee was invited 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 the responses, the shortlists were reached.
Over the coming days, we will be revealing more people and firms vying for some two dozen awards. After yesterday’s first five categories, here are the shortlists for Investment Adviser of the Year, Protection Adviser of the Year, Team Leader of the Year, Woman of the Year – Adviser Support Services and Woman of the Year – Fintech.
| Investment Adviser of the Year | |
| Kam Bajwa | Burlington Associates |
| Kerry Nelson | Nexus IFA |
| Leanne Lindsay | Independent Women |
| Lena Patel | ISJ Financial Planning |
| Philippa Gee | Philippa Gee Wealth Management |
| Rosie Richard | Hargreaves Lansdown |
| Susannah M Gray | SORBUS Partners |
| Susie Foottit | Helm Godfrey Partners |
| Protection Adviser of the Year | |
| Adrienn Kingsley | Future Proof |
| Krystle Skelton | Cura Financial Services |
| Liann Hill | Lifetime Financial Management |
| May Stone | The Right Cover |
| Poonam Khan | Lifesearch |
| Sarah Buckingham | Liddle Perrett |
| Team Leader of the Year | |
| Alice Watson | Canada Life / Retirement Advantage |
| Amanda Kerr | Scottish Widows |
| Emma Sterland | Tilney Group |
| Fiona Oliver | Partners Wealth Management |
| Hayley North | Rose & North |
| Jo Campbell | Para-Sols |
| Joanne Meredith | Unum |
| Philippa Ellis | Beacon Wealth Management Ltd |
| Victoria Ryan | Wesleyan Financial Services |
| Woman of the Year – Adviser Support Services | |
| Cathi Harrison | Para-Sols |
| Debbie Condon | Intuitive Support Services |
| Farida Hassanali | Jarrovian Wealth |
| Karen Wynard | Eastwood Financial Services |
| Kirsty Watson | Standard Life Aberdeen |
| Susan Davies | Warriner |
| Toni Sheen | pi financial |
| Vicky Churcher | AIG Life |
| Woman of the Year – Fintech | |
| Catherine Morgan | The Money Panel |
| Christine Baigent-Reed | Jigsaw Tree |
| Jacqui Hatfield | Orrick |
| Kate Ross | Smart Pension |
| Philippa Hann | Clarke Willmott |
| Samantha Seaton | Teamspirit |
| Shanshan Fu | Issufy |
| Stephanie Hydon | iPipeline UK |
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