Revealed (3): More shortlists – 2018 Women in Financial Advice Awards

Role Model, Social Media Influencer and more

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 and Retirement Planner, 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 nominees 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 and here, we move on to the shortlists for Role Model of the Year, Social Media Influencer of the Year, Mortgage Adviser of the Year, Woman of the Year – Investment and Woman of the Year – Retirement.

Role Model of the Year
Catherine Morgan The Money Panel
Hayley North Rose & North
Hayley Tink Almary Green Investments
Kirsty Watson Standard Life Aberdeen
Louise Oliver Piercefield Oliver
Lynzi Harrison Old Mutual Wealth
Marian Evans CFS
Marilyn Watson BlackRock
Sarah Lord Mazars
Sonia Wheeler Essential Wealth Management


Social Media Influencer of the Year
Anna Sofat Addidi Wealth
Catherine Morgan The Money Panel
Donna Jahdaut Just Financial Group
Gretchen Betts Magenta Financial Planning
Kathryn Knowles Cura Financial Services
Riona Mulherin Paradigm
Rose St Louis Zurich


Mortgage Adviser of the Year (inc Equity Release)
Amanda Moore Key Retirement
Augusta Onyiuke-Eluma Foster Denovo
Jan O’Neill Jan O’Neill Mortgages
Jana Laville Taylor Made Financial Planning
Lisa Andrews Andrews and Bar Limited
Lizz Reading Cooper Associates
Martha Martindale PW & Partners
Nicola Dugan London and Country Mortgages
Rebecca Ward XL Finance


Woman of the Year – Investment
Bettina Edmondston Saracen Fund Managers
Caroline Connell Tilney Group
Louise Farley Deepbridge Capital
Marilyn Watson BlackRock
Olivia Bowen Castlefield Advisory Partners
Sarah Soar JM Finn
Tracey Beechey HSBC Private Bank
Vicky Drysdale Brewin Dolphin


Woman of the Year – Retirement
Becky Wilkinson Day Cooper Day
Helen O’Connor Enigma Compliance
Karen Phillips JLT Wealth Management
Kate Smith Aegon
Penny Smith Sandringham Financial Partners
Rachel Vahey Nucleus Financial
Tamsin Caine Smart Financial


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