Shortlist 2023

Building Society of the Year
Chorley Building Society
Family Building Society
Mansfield Building Society
Melton Building Society
Saffron Building Society

Financial Adviser Award: Micro Firm of the Year - sponsored by Penfold
Britannic Place Financial Management
BTJ Mortgages
Guildford Financial
Hayden Kilkelly
Kingsfleet
New World Financial Group
Rosewood Wealth Management
Velocity Financial Planning

Financial Adviser Award: Small to Medium Firm of the Year
Celtic Financial Planning
Foresight Wealth Strategists
HCI Financial Services
Key
Loan.co.uk
Lowes Financial Management
Rowley Turton
Saltus
Truly Independent

Financial Adviser Award: Medium to Large Firm of the Year
Age Partnership
Chase de Vere
Evelyn Partners
St James’s Place
Succession Wealth

Innovation in Consumer Finance Award
AdviceBridge
Bestinvest
Knowledge Bank
Loan.co.uk
New World Financial Group
Otto Finance
Pure Retirement

Mortgage Provider of the Year
Melton Building Society
Saffron Building Society

Mortgage Adviser or Broker of the Year - sponsored by Family Building Society 
BTJ Mortgages
Aro
Hayden Kilkelly
Personal Retirement Planning
Rosewood Wealth Management
SPF Private Clients
The Orchard Practice

Equity Release Lender of the Year
Canada Life
more2life
Pure Retirement
Standard Life Home Finance

Micro Wealth Management Firm of the Year
Britannic Place Financial Management
Hayden Kilkelly
Kingsfleet
Rosewood Wealth Management

Small to Medium Wealth Management Firm of the Year
Bordier & Cie (UK)
EQ Investors
Wealthify

Medium to Large Wealth Management Firm of the Year
Evelyn Partners
Fisher Investments UK
JM Finn
Progeny
RBC Brewin Dolphin
Succession Wealth

Specialist Investment Fund or Provider of the Year
To be announced on the night

Savings Account Provider of the Year
Al Rayan Bank
Hargreaves Lansdown

ISA Provider of the Year
Bestinvest
Fidelity International
Hargreaves Lansdown

Cryptocurrency Platform Provider of the Year
To be announced on the night

Pension Provider of the Year
Fidelity International
Hargreaves Lansdown
Penfold
Scottish Widows
Standard Life
TPT Retirement Solutions

Money Transfer Provider of the Year
Currencies Direct
Eurochange
Remit Choice
TorFX
Universal Partners

Insurance Provider of the Year
1st CENTRAL
Standard Life
Zurich

Marketing Campaign of the Year
Fidelity International
more2life
Royal London Asset Management
Zurich

Consumer Champion of the Year – Individual
Helen Dewdney, The Complaining Cow
Peter Hamilton, Zurich
Emma Steeley, Aro

Consumer Champion of the Year – Company
Celtic Financial Planning
Currencies Direct
Aro
Pure Retirement
St James’s Place
Wealthify

Ethical Financial Services Provider of the Year
My Community Bank
Phoenix Group

Best Charity Partnership of the Year
Melton Building Society and District Money Advice Centre
Succession Wealth
Zurich

Diversity Award
BTJ Mortgages
Fisher Investments UK
Matthew Douglas
Succession Wealth
The Verve Foundation
Zurich

Technology Provider of the Year
360 Dotnet
Acre
AdviceBridge
Air Sourcing
Dashly
Heywood Pension Technologies
Knowledge Bank
Nucleus
Ondo Insurtech
SmartSearch

Sustainability Initiative of the Year
Royal London Asset Management
Zurich

Later Life Lender of the Year
Chorley Building Society
Hodge
LiveMore
more2life
Pure Retirement