Revealed: Final shortlists – 2018 Women in Financial Advice Awards

Regional categories for Financial Adviser of the Year

Retirement Planner and Professional Adviser are proud to publish 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 title 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 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.

For all the shortlisted contenders VISIT HERE

Our final half-dozen shortlists comprise all those left 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 also be chosen.

Financial Adviser of the Year – London
Angela Wise WH Ireland
Anna Sofat Addidi Wealth
Ann-Marie Atkins Tilney Group
Eliana Sydes Tilney Group
Hayley North Rose & North
Helen Howcroft Equanimity IFA
Henrietta Oxlade Radcliffe & Newlands
Susie Foottit Helm Godfrey Partners


Financial Adviser of the Year –Midlands & East Anglia
Andrea Painter Hargreaves Lansdown
Clare Farrell Northfield Wealth
Hayley Tink Almary Green Investments
Helen Allen Henwood Court Financial Planning
Lena Patel ISJ Financial Planning
Ree Josh Newell Palmer Financial Planning
Sian Bird Wesleyan Financial Services


Financial Adviser of the Year – North of England
Allie Baglow Allisons Financial Planning
Anita Wright Bishops Financial Planning
Emma Richardson Active Chartered Financial Planners
Flora Maudsley-Barton Parsonage Financial Planning
Jan Anderson Chase de Vere
Julie Wilson Pen-Life
Liza Pontone Active Financial Planners
Natalie Turner St. James’s Place Wealth Management
Sarah Hogan KBA FS


Financial Adviser of the Year – Scotland & NI
Jayne Gibson Insight.Out Financial
Lesley Mackintosh Independent Women
Oonagh Morrison Wesleyan Financial Services
Sarah Ireland Policy Services


Financial Adviser of the Year – South East
Helen Vaughan Fiona Gray Financial Planning
Katie Helen White Hargreaves Lansdown
Kerry Nelson Nexus IFA
Linda van Meurs Evolve Financial Planning
Natalie Wright Mazars Financial Planning
Nicola Tait Evolve Financial Planning
Sonia Wheeler Essential Wealth Management
Victoria Seabrooke Lyndhurst Financial Management


Financial Adviser of the Year – South West & Wales
Julie Lord Magenta Financial Planning
Lizz Reading Cooper Associates
Nishma Waite Attivo Financial Planning
Rachel Sartin Chase de Vere IFA
Sian Thomas Hargreaves Lansdown
Suzanne Browne Hugh James IFA


Many congratulations to everyone who has made this year’s shortlists – and the very best of luck from all of us at Professional Adviser, Cover and Retirement Planner.

Make sure you do not miss out on the chance to celebrate a colleague’s or your own success when all the Women in Financial Advice Awards 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