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.
Professional Adviser is delighted our enterprise has again struck a real chord with our readers, with more than 2,000 nominations received across the different categories.
All those nominees were then asked to fill in a questionnaire addressing factors such as their achievements in the workplace, what drives them and their involvement in projects that help raise the profile of financial services as a career for women and, on the basis of those answers, 28 shortlists were reached.
We published the first two sets of shortlists on Monday and Tuesday, which you can find here and here respectively, and here we reveal those in shortlisted for Woman of the Year – Paraplanning, Woman of the Year – ESG Advice, Woman of the Year – Platforms and more.
Woman of the Year – ESG
Emma Foden-Pattinson, Charles Stanley
Hannah Street, St James’s Place
Miranda Richards, Aberdeen Standard Capital
My-Linh Ngo, BlueBay Asset Management
Noelle Cazalis, Rathbones
Rebecca Kowalski, Cornerstone Asset Management
Sophie Kennedy, EQ Investors
Veronique Morel-Kane, Raymond James Investment Services
Vicki Bakhshi, BMO Global Asset Management
Woman of the Year – ESG Advice
Clemence Chatelin, Paradigm Norton
Cleona Lira, Celtic Financial Planning
Danielle Arnold, Tempus Financial Planning
Jeannie Boyle, EQ Investors
Rachel Sartin, Chase de Vere IFA
Woman of the Year – Fintech
Abbie Knight, Abbie Knight International
Agne Selemonaite, ConnectPay
Avin Talabani, William Russell
Emma Napier, Bravura Solutions
Felicia Meyerowitz Singh, Akoni Hub
Komal Patel, Embark Group
Michelle Darracott, Smart Pension
Nicki Hinton-Jones, Betafolio
Stephanie Hydon, iPipeline UK
Victoria Mills, Time4advice
Zeynep Hizir, SS&C
Woman of the Year – In-house Adviser Support
Andrea Webster, Quilter
Charlotte Willis, Progeny
Emma-Louise Roberts, Queens Square Wealth Management
Hannah Sharp, Cipher Risk
Hayley Beddow, Pensionlite
Helen Morgan, Robertson Baxter
Jill Jones, LIFT Financial Group
Kate Quarmby, Tenet
Katie Brinsden, Truly Independent
Laura Garry, Chase de Vere IFA
Lindsey Beal, James Hambro and Partners
Susan Porter, Key
Toni Turton, West Riding Personal Financial Solutions
Victoria Taylor, Lester Brunt Wealth Management
Woman of the Year – Investment
Charlotte Lambeth, Charles Stanley
Gillian Hepburn, Schroders
Katja Stout, Quilter Financial Planning
Kirsty Wright, LV=
Miranda Richards, abrdn
Nicola Morgan-Brownsell, Legal & General Investment Management
Sophie Kennedy, EQ Investors
Tsitsi Mutiti, Charles Stanley
Vicky Ryan, Embark Investments
Woman of the Year – Investment Advice
Cara Lambert, Tees Financial
Kerry Nelson, NextWealth
Liz Kunzler, Raymond James
Makala Green, Green Wealth Planning
Nishma Waite, 1825 Financial Planning
Rebecca Aldridge, Balance: Wealth Planning
Rhiannon Vallis, Unique Wealth
Robin Quirt, Burfields House Wealth Management
Sofie Symonds, Innovia Wealth Management
Sophie Thornhill, CHN Financial Consultancy
Veronique Morel-Kane, Raymond James
Vivienne Abbott, Brewin Dolphin
Woman of the Year – Paraplanning
Danielle Arnold, Tempus Financial Planning
Emma Walker, Barnaby Cecil Financial Planning
Katie Jackson, The Private Office
Laura Slater, Charles Stanley
Lyndsey Fraser, Rathbones Financial Planning
Michelle Wilson-Stimson, Eparaplan
Natasha Blackmore, Essential Wealth Management
Natasha O’Neill, Strategic Solutions Financial Services
Rachel Whittaker, Oakmere Wealth Management
Sharon Hamilton, Chase de Vere IFA
Shelby Bonham-Lloyd, Charles Stanley
Zoe Aldridge, Mazars Financial Planning
Woman of the Year – Platforms
Alison Mollard, AJ Bell
Amira Norris, Nucleus Financial
Charlotte Woodward, Edentree Investment Management
Cynthia Poole, Raymond James
Emma Napier, Bravura Solutions
Emma Steele, The Private Office
Felicia Meyerowitz Singh, Akoni Hub
Irena Lykiardopoulos, Embark Group
Jackie Boylan, Fidelity International
Leanne Penny, Nucleus Financial
Nadine Irons, Praemium International
Roopam Janda, Praemium International
Woman of the Year – Protection Advice
Karen Searle, Future Proof
Kathryn Knowles, Cura Financial Services
Laura Jordan, Roger Pearce & Associates
Liann Hill, Lifetime Assure
Lindsey Smith, VitalityLife
Donna Roberts, Beckett Financial Services
Naomi Greatorex, Health Protections Services
Rhiannon Manning, VitalityLife
Robyn Allen, Robyn Allen Solutions
Ruth Slavin, Tilney Financial Planning
Samantha Haffenden-Angear, Drewberry
Vicky Churcher, AIG Life
Woman of the Year – Retirement
Alison Mollard, AJ Bell
Kate Birch Barry, Timeline & Betafolio
Komal Patel, Embark Group
Loretta Mooney, Kellands (Hale)
Woman of the Year – Retirement Planning
Cara Lambert, Tees
Carla Morris, Brewin Dolphin
Carolyne Russell, Advanta Wealth
Catherine Simmons, St James’s Place Wealth Management
Donna Buffham, The Private Office
Eloise Hammond, SeventySeven Wealth Management
Flora Stamato, Flora Stamato
Joanna O’Brien, Aviva Financial Advice
Karen Hagen, Four Oaks Financial Services
Lorraine Denton, Punter Southall Wealth
Nicola Pipping, Collective Financial Planning
Rebecca Aldridge, Balance: Wealth Planning
Rhiannon Vallis, Unique Wealth
Samantha Fletcher, Legal & General Financial Advice
Veronica Trotter, Quilter Financial Advisers
Woman of the Year – Vulnerable client care
Carolyn Matravers, Old Mill Financial Services
Carolyne Russell, Advanta Wealth
Jane Bligh, Clear Cut Financial Planning
Lynne Gadsden, Grovewood Wealth Management
Michelle Boakes, Verve Financial
Robin Quirt, Burfields House Wealth Management
Toni Chalmers-Smith, Tees Financial
Zoe Taylor, Lawrence Neil Wealth Management
Credit: Source link
