SHORTLIST 2025
The categories not listed here will be revealed at the awards ceremony, on Thursday 19 June.
SERVICE PROVIDER - COMPANY AWARDS
Championing Disability Inclusion
Evotra
Fidelity International
HSBC Global Asset Management (UK) Ltd.
XPS Group
Championing Mental Health Inclusion
GIB Asset Management
MUFG Investor Services
UBS
Zurich
Championing Neurodiversity Inclusion
GIB Asset Management
Marsh McLennan
Royal London
Zurich
Championing Social Mobility
Kernel Global
Legal & General
Zurich
Championing Women's Equality
Bank of Ireland
EXANTE
Just Group plc
UBS
Diversity and Inclusion Initiative of the Year
Dynamic Planner
Marsh McLennan
Royal London
Employer of the Year
Bank of Ireland
Fidelity International
PensionBee
XPS Group
Product or Service of the Year
Barclays Eagle Labs
HSBC Global Asset Management (UK) Ltd.
MDOTM Ltd.
Windō
SERVICE PROVIDER - INDIVIDUAL AWARDS
Diversity Champion of the Year
Amanda Pistocchi, St. James's Place Academy
David Hynam, LV=
Eleanor Jeffrey, Royal London
Hayley Rabbets, The Verve Foundation
Jignasha Kanani, Lloyds Banking Group
FINANCIAL ADVISER - COMPANY AWARDS
Championing Women's Equality
Personal Finance Movement
Sterling Investment Management Limited
Women's Wealth
FINANCIAL ADVISER - INDIVIDUAL AWARDS
Diversity Champion of the Year
Aaron Williams, Kocab Wealth Management
Christine Le, Eastern Horizon Wealth Management
Jeanne Mpondo, EM & MJ Wealth Management
Samantha Secomb, Women's Wealth
Financial Adviser of the Year
Kanishk Swarup, Compound Wealth Planning
Rhiannon Gogh, PlanIt Future Financial
Sarah Roughsedge, Eva Wealth Management for Women
Shalini Kanap, Her Financial Planning
Rising Star of the Year
Charlotte Watson, Charlotte Watson Financial Planning
Elliot Clayton Le Sueur, Compound Wealth Planning
Hayleigh Kinsella, Rite Wealth
Kelsey Phillips, Arose Finance
To keep the excitement high on the night, the winners and highly commended for select award categories will be revealed exclusively during the ceremony. Discover which categories are being saved for the big reveal using the button below.
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