Retirement Planner and Professional Adviser 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 RP and PA’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 five categories each here, here and here we move on to the shortlists for Contribution to Gender Diversity, Most Inspiring Returner, Retirement Planner of the Year, Woman of the Year – Mortgages (including Equity Release) and Woman of the Year – Protection
| Contribution to Gender Diversity | |
| AIG Life | AIG Life |
| Independent Women | Independent Women |
| LifeSearch | LifeSearch |
| Niche Independent Financial Advisers Ltd | Niche Independent Financial Advisers |
| Nucleus Financial | Nucleus Financial |
| Philippa Gee Wealth Management Ltd | Philippa Gee Wealth Management |
| Quilter plc | Quilter |
| Sesame Bankhall Group | Sesame Bankhall Group |
| Women in Venture Capital | MJ Hudson Allenbridge |
| Zurich | Zurich |
| Most Inspiring Returner | |
| Amanda Hallam | St. James’s Place Wealth Management |
| Cathi Harrison | Para-Sols |
| Emma McNally | Chase de Vere |
| Helen Croft | AIG LIFE |
| Jennifer Davy | Independent Women |
| Kathryn Knowles | Cura Financial Services |
| Rachel Kitching | Cooper Parry Wealth |
| Samantha Naylor | Compass Personal Finance |
| Retirement Planner of the Year | |
| Anita Wright | Bishops Financial Planning |
| Gretchen Betts | Magenta Financial Planning |
| Helen Vaughan | Fiona Gray Financial Planning |
| Jayne Gibson | Insight.Out Financial |
| Jo Noon | Cockburn Lucas 4 Women / Cockburn Lucas |
| Julie Lavers | A V Trinity |
| Katharine Lindley | EQ Investors |
| Lena Patel | ISJ Financial Planning |
| Rachelle Lewis | Stonehage Fleming |
| Woman of the Year – Mortgages (inc Equity Release) | |
| Alice Watson | Canada Life / Retirement Advantage |
| Amanda Day | More2life |
| Gemma Harle | Intrinsic |
| Paula Hughes | Key Retirement |
| Sarah Grace | Sarah Grace Mortgage |
| Woman of the Year – Protection | |
| Emma Thomson | LifeSearch |
| Kathryn Knowles | Cura Financial Services |
| Katya MacLean | Guardian Financial Services |
| Rose St Louis | Zurich |
| Vicky Churcher | AIG Life |
On Monday, we will reveal our final six shortlists, which will comprise 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