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    2025 WINNERS

    Financial Adviser Company Awards


    Championing Race Equality

    Evergreen Financial Planning    

    Championing Women's Equality

    Personal Finance Movement

    Highly Commended: Women's Wealth

    Diversity and Inclusion Initiative of the Year

    The Verve Foundation

    Highly Commended: Humboldt Financial 

    Employer of the Year

      Vision Independent Financial Planning    

    Product or Service of the Year

    Elm Tree Financial Services Ltd.

    Highly Commended: Dunhill Financial


    Financial Adviser Individual Awards


    Diversity Champion of the Year

    Samantha Secomb - Women's Wealth

    Highly Commended:  Jeanne Mpondo - EM & MJ Wealth Management

    Financial Adviser of the Year

    Rhiannon Gogh - PlanIt Future Financial

    Highly Commended: Kanishk Swarup - Compound Wealth Planning

    Rising Star of the Year

    Charlotte Watson - Charlotte Watson Financial Planning

    Highly Commended: Kelsey Phillips - Arose Finance

    Service Provider Company Awards


    Championing Disability Inclusion

    Fidelity International

    Highly Commended: XPS Group

    Championing LGBT Inclusion

    Newcastle Building Society    

    Championing Mental Health Inclusion

    Zurich

    Highly Commended: GIB Asset Management

    Championing Neurodiversity Inclusion:

    Marsh McLennan 

    Highly Commended: Royal London 

    Championing Race Equality

    Bank of Ireland    

    Championing Social Mobility

    Zurich

    Highly Commended: Legal & General

    Championing Women's Equality

    Just Group plc

    Highly Commended: UBS

    Community Engagement Initiative of the Year

    Working In Mortgages (AMI)     

    Cultural Awareness Initiative of the Year

    iCAN    

    Diversity and Inclusion Initiative of the Year

    Marsh McLennan

    Highly Commended: Dynamic Planner 

    Employer of the Year

    Fidelity International

    Highly Commended: Bank of Ireland

    Product or Service of the Year

    Barclays Eagle Labs

    Highly Commended: Windō

    Trailblazing Company of the Year

    PensionBee     

    Service Provider Individual Awards


    Diversity Champion of the Year

    David Hynam - LV=

    Highly Commended: Hayley Rabbets - The Verve Foundation

    Rising Star of the Year

    Aydin Bolton - PwC

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