We are delighted to announce the shortlist for the inaugural New Talent Awards!

 

Administrator of the year

 

  • Lauren Alexandra Collier, Schroders
  • Rahul Lakhani, Furnley House
  • Ellie Mosley, Unique Financial Planning
  • Rachel Jenkins, Heron House Financial Management
  • Charlotte Williams, Quilter Private Client Advisers
  • Bethany Houghton, PLUS Group
  • Katie Marie Robbins, Unique Financial Planning

 

Adviser of the Year

 

  • Hannah Owen, Quilter Private Client Advisers
  • Michael Laurence O'Connell, EB Associates Group
  • Jonathan Hickson, Strategic Solutions Chartered Financial Planners
  • James Richardson, Brewin Dolphin
  • Liam Wood, Oculus Wealth Management
  • Kris Amliwala, Designer Wealth Management
  • Augusta Onyiuke-Eluma, Foster Denovo
  • David Malin, Lamont Pridmore Asset & Wealth Management
  • Graeme McInally, Mearns & Company
  • Andy Willemite, Heron House Financial Management
  • Gwilym Lloyd Jones, Sanlam Wealth Planning

 

Best adviser firm development programme (internal)

 

  • Mazars Financial Planning
  • Future Proof
  • Quilter Private Client Advisers
  • Rathbones Financial Planning
  • Wills & Trust Chartered Financial Planners 

 

Best development programme (ext)

 

  • The Training Contract, NextGen Planners
  • The Academy Programme, Openwork 
  • The Grad Scheme, Para-Sols


Charitable deeds

 

  • Katy Howard, Wills and Trusts
  • Charlotte Williams, Quilter Private Client Advisers

 

Diversity & Inclusion

 

  • James Richardson, Brewin Dolphin
  • Felicia Meyerowitz Singh, Akoni
  • Joseph Williams, Niche
  • Darcy Needham, Mazars Financial Planning 


Innovator of the year

 

  • Alexander Haley, Para-Sols
  • Dan Graham, Postcard Financial Planning
  • James Richardson, Brewin Dolphin


Marketer of the year

 

  • Marco Barcellona, Continuum (Financial Services)
  • Monique Subasic, LDNfinance
  • Nick Fisher, Truly Independent
  • Danielle Wilson, Answers in Retirement
  • Vicky Elliott, MJ Hudson
  • Danielle Garber, 2020 Financial
  • Jasmine Nattrass, Para-Sols
  • Hannah Thorp, Addidi Wealth
  • James Robert Moore, Aviva Investors


Paraplanner of the year

 

  • David Williams, Furnley House
  • Louise Wilson, O'Connor & Co (Financial Services)
  • Abby Rose, Heron House Financial Management
  • Aurelija Buckute, Mearns & Company
  • Mark Robinson, Begley Brown Financial Solutions
  • Chloe Moran, 1825 Financial Planning
  • Roxanne Luis, EB Associates Group
  • Danielle Cole, Unique Financial Planning 
  • Lisa Gilpin, Lamont Pridmore Asset & Wealth Management 
  • Kate Hall, Para-Sols

 

Rising star of the year

 

  • Liam Fowler, Heron House Financial Management
  • Stephen King, North Financial Management
  • Sean Irwin, DFP Wealth Management
  • Heather Owen, Quilter Private Client Advisers
  • Lucy Byrom, TFP Financial Planning
  • Chloe Moran, 1825 Financial Planner
  • Tom Hopson, HFMC Wealth
  • Lauren Louise Waite-Hughes, Quilter Private Client Advisers
  • James Higton, Quilter Private Client Advisers
  • Katie Elizabeth Whelan, OHFS
  • Alexander Haley, Para-Sols


Social media personality of the year

  • Danielle Wilson, Answers in Retirement
  • Elidh Stewart, Virtue Money
  • Charlotte Williams, Quilter Private Client Advisers

Trainee/Grad of the year

  • Sunaina Khaylar, Para-Sols
  • Matthew Taylor, Heron House Financial Management
  • Joe Fisher, Lumin Wealth Management
  • Jack Tailby, Jarrovian Wealth
  • Kris Amliwala, Designer Wealth Management
  • Richard Emsley, Sanlam
  • Jordan Colclough, 3D IFS
  • Heather Owen, Quilter Private Client Advisers
  • Mark Robinson, Begley Brown Financial Solutions
  • Michael Cooke, Para-Sols
  • Darcy Needham, Mazars Financial Planning

Unsung hero

  • Kris Amliwala, Designer Wealth Management
  • Carla Smith, LDNfinance Solutions
  • Amy Jones, Quilter Private Client Advisers

Young team of the year

  • Trinity Core Team, Trinity Lifetime Partners
  • MoneyLens Team, Schroders
  • Buckingham Gate Chartered Financial Planners
  • CashCalc
  • Edward Bond Associates
  • Friends Advisers
  • Heron House Financial Management
  • Financial Planning Team, Carrington Investments