SHORTLIST 2026
Winners will be presented at the awards ceremony on 18 June 2026 across two groups - Financial Advisers and Service providers
COMPANY AWARDS
Best Initiative for Neurodiverse Wellbeing
Fidelity International
Julius Baer International
LV=
Roxton Wealth
Zurich
Best Work–Life Balance Initiative
Almond Financial
B-Compliant
Niche Private Clients
The Mortgage Mum
Verve
Client Care & Support Award
Caspian Insurance
Insignis Cash
New Forest Wealth Management
Nova Wealth
Lloyds Wealth
Waddle
Diversity & Inclusion Excellence Award
LV=
Standard Life
Sterling Investment Management
The Society of Pension Professionals
Working In Mortgages
Zurich
Employee Voice Award
Eight Financial Advice
Nottingham Building Society
Royal London
Six Degrees
Trust Point Mortgage and Protection Services
Verve
XPS
Employer Excellence Award
Alpha Beta Partners
Cathedral Wealth Management
Dynamic Planner
Fidelity International
Humboldt Financial Ltd
Nova Wealth
OneFamily
PensionBee
Skipton Building Society
The Mortgage Mum
Trust Point Mortgage and Protection Services
Learning & Development Champion
Aviva
Cavendish Ware
Exante
Heritage & Co
Nottingham Building Society
Nova Wealth
PensionBee
Waddle
Mental Health Advocacy Award
Beckett Investment Management
MUFG Investor Services
Lloyds Wealth
Southby & Co. Financial Planning Ltd
Zurich
Wellbeing Innovation Award
Alpha Beta Partners
Julius Baer International
The Mortgage Mum
Swiss Re
Verve
Women's Equality Champion
Eight Financial Advice
Exante
PensionBee
Lloyds Wealth
Southby & Co Financial Planning
Verve
Zurich
Top People-First Recruiter
Aspire Executive Search Ltd
Premier Jobs UK
Robert Walters
Stephenson Executive Search
INDIVIDUAL AWARDS
Diversity Advocate of the Year
Amit Mehta, Regent Wealth
Aydin Bolton, PwC
Arlyne Chinyanganya, Roots to Froots
Cathi Harrison, Verve Foundation
Elliot Valentine, Nova Wealth
Hayley Rabbets, Evergreen by Calton
Jacqui Rhule-Dagher, Hogan Lovells International LLP
Rebecca Owers, HSBC UK
Sarah Tucker, The Mortgage Mum
Financial Adviser Excellence Award
Adam Johnson, New Forest Wealth Management
Aimee Bowditch-Lewis, Waddle
Brad Ainsworth, Cathedral Wealth Management
Ian Riggs, Eight Financial Advice
Sam Robinson, Almond Financial
Wellbeing Champion of the Year
Andrew McMillan, Nova Wealth
Jeanne Mpondo, EM & MJ Wealth Management
Melissa Golding, MWA Financial Advice
Michelle Thurgood, Eight Financial Advice
Zack Cohen, Accenture
SPECIAL AWARDS TO BE ANNOUNCED ON THE NIGHT
Best Financial Wellbeing Programme
Disability Inclusion Champion
Gender Inclusion Champion
LGBT+ Inclusion Champion
Race Equality Champion
Resilience and Recovery Award
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