Revealed: More shortlists for 2018 Women in Financial Advice Awards

This week and next, Professional Adviser and Retirement Planner are proudly publishing the shortlists for the inaugural Women in Financial Advice Awards.

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 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. 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