Revealed: First shortlists for 2018 Women in Financial Advice Awards

Rising Star, Mentor of the Year and more

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 Coverthe 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