Shortlist 2024

Building Society of the Year
Chorley Building Society
Family Building Society
Melton Building Society
Saffron Building Society
The Cambridge Building Society

Financial Adviser Award: Micro Firm of the Year
Britannic Place
BTJ Mortgages
Compound Wealth Planning
Eadon & Co
Forefront
Guildford Financial
Hayden Kilkelly
Insight Wealth Financial Advisers
Strategic Wealth Partners
Velocity Financial Planning

Financial Adviser Award: Small to Medium Firm of the Year - Sponsored by WAY Trustees Limited
bdhSterling
Celtic Financial Planning
Cheltenham Independent Financial Advisers
Finura
Globe Independent Financial Advisors
HCI Chartered Financial Planners
Intelligent Pensions
Lowes Financial Management
PK Group
Rosemount Financial Solutions IFA
Rowley Turton
Strategic Solutions Financial Services

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

Innovation in Consumer Finance Award
Compound Wealth Planning
Gretel
Loqbox
more2life
Octopus Money
Pure Retirement
Standard Life Home Finance

Mortgage Provider of the Year
Beverley Building Society
Melton Building Society
Saffron Building Society

Mortgage Adviser or Broker of the Year
BTJ Mortgages
Focus Finance Solutions
Hayden Kilkelly
Kerr & Watson
SPF Private Clients
The Orchard Practice

Equity Release Lender of the Year
more2life
Responsible Lending
Standard Life Home Finance

Micro Wealth Management Firm of the Year
Britannic Place
Compound Wealth Planning
Hayden Kilkelly
Velocity Financial Planning

Small to Medium Wealth Management Firm of the Year
Bordier UK
EQ Investors
Kingsfleet
MPA Financial Management
Wealthify

Medium to Large Wealth Management Firm of the Year
Fisher Investments UK
Progeny 

Best IHT Portfolio Service
Judges decision to be announced on the night.

Savings Account Provider of the Year
Charles Stanley Direct
Hargreaves Lansdown
Wealthify

ISA Provider of the Year
Hargreaves Lansdown
Shepherds Friendly

Specialist Investment Fund or Provider of the Year
Judges decision to be announced on the night.

Loan Provider of the Year
Rivers Finance Group
Salary Finance

Pension Provider of the Year
Hargreaves Lansdown
Scottish Widows
Standard Life

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

Insurance Provider of the Year
British Seniors
Scottish Widows
Smart Insurance
Standard Life
Zurich

Marketing Campaign of the Year
Fidelity International
Loqbox
Market Financial Solutions
Rizzello Creative for Capital Group

Consumer Champion of the Year – Individual
Emilie Bellet, Vestpod
Zoe Taylor, Lawrence Neil Wealth Management

Consumer Champion of the Year – Company
Gretel
Loqbox
St James’s Place

Ethical Financial Services Provider of the Year
Kingsfleet
Salary Finance

Best Charity Partnership of the Year
EQ Investors & The EQ Foundation
Hargreaves Lansdown, HL Foundation & FearFree
Kingsfleet, The Kingsfleet Community Fund, Gary Gladwell Fund & St Elizabeth’s Hospice
Melton Building Society & Melton and District Money Advice Centre
Wealthify & Future Skills
Zurich & Autistic and OK

Diversity Award
Fintel
Market Financial Solutions
The Verve Foundation
Vestpod
Zurich

Technology Provider of the Year
360 Lifecycle
Digilytics AI
Finova
Heywood
Nucleus
Phoebus Software

Sustainability Initiative of the Year
Fintel
Quadrum Global
Royal London Asset Management

Later Life Lender of  the Year
Beverley Building Society
Chorley Building Society
Family Building Society
LiveMore Mortgages
Pure Retirement