Shortlist 2026

Bank of the Year
Allica Bank
Cynergy Bank

Building Society of the Year
Buckinghamshire Building Society
Chorley Building Society
Saffron Building Society
The Cambridge Building Society

Financial Adviser Award Micro Firm of the Year
Ascent Financial Planning
Britannic Place
Compound Wealth Planning
Essential Wealth Management
Guildford Financial
Kate Bailey Financial Planning
Portway Finance
Strategic Wealth Partners
Velocity Financial Planning
White Stone Financial Planning
Wholesome Financial Planning

Financial Adviser of the Year Small to Medium Firm of the Year
bdhSterling
Bespoke-Advice
Depledge Strategic Wealth Management
Ecclesiastical Financial Advisory Services
Fidelius
HCI Chartered Financial Planners
Intelligent Pensions
Kingsfleet
Phil Anderson Financial Services
Rosemount Financial Solutions (IFA)
Rowley Turton
Simpson Financial Services
Strategic Solutions Financial Services
Westminster Wealth Management
Yellow Brick Mortgages

Financial Adviser Award Medium to Large Firm of the Year
Age Partnership
atomos
Brooks Macdonald
Chase de Vere

Innovation in Consumer Finance Award
LHV Bank
Royal London
Yellow Brick Mortgages

Mortgage Provider of the Year
Foundation
LiveMore Mortgages
Melton Building Society
Paragon Bank
Saffron for Intermediaries
TAB
The Cambridge Building Society
Vida Homeloans 

Mortgage Adviser or Broker of the Year
Brooks Mortgages
Equity Release Supermarket
Focus Finance Solutions
JML (Financial) Associates
Kerr & Watson
L&C Mortgages
MB Associates
Mortgage Advice Bureau
Portway Finance
Wesleyan Financial Services
Yellow Brick Mortgages

Equity Release Lender of the Year
more2life
Royal London Equity Release 

Micro Wealth Management Firm of the Year
Britannic Place
Compound Wealth Planning
LCH/WEALTH
Strategic Wealth Partners
Velocity Financial Planning 

Small to Medium Wealth Management Firm of the Year
bdhSterling
Bordier UK
Compass Independent Financial Services
Depledge Strategic Wealth Management
Kingsfleet
Stellar Asset Management
Wealthify
Westminster Wealth Management 

Medium to Large Wealth Management Firm of the Year
atomos
Brooks Macdonald
Rathbones
St. James’s Place
True Potential Wealth Management 

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

Savings Account Provider of the Year
Buckinghamshire Building Society
Hampshire Trust Bank
Saffron Building Society
Spring – Paragon Bank 

ISA Provider of the Year
Hampshire Trust Bank
interactive investor
Paragon Bank
Saffron Building Society
Shepherds Friendly
Wealthify 

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

Loan Provider of the Year
BLEND
Cynergy Bank
Nucleus Commercial Finance 

Peer to Peer Loan Provider of the Year
BLEND
The Money Platform

Pension Provider of the Year
interactive investor
Penny
PensionBee
Standard Life
Wealthify 

Money Transfer Provider of the Year
eurochange
Lumon 

Insurance Provider of the Year
Scottish Widows
Simply Business
Standard Life
Zurich 

Marketing Campaign of the Year
Billions 4 Millions
Foundation
Mortgage Brain
Phoenix Financial PR 

Ethical Financial Services Provider of the Year
Ecology Building Society
Kingsfleet
Yellow Brick Mortgages 

Best Charity Partnership of the Year
Aberdeen Group Charitable Trust and Working Rite
Kingsfleet and Suffolk Community Foundation
Melton Building Society and MADMAC
Royal London and Verve Foundation
Scottish Widows & Macmillan Cancer Support
The Cambridge Building Society and Cambridge Community Foundation
Zurich and Young Lives vs Cancer, Shout & GoodGym 

Diversity Award
Mortgage Advice Bureau
PensionBee
Zurich

Later Life Lender of the Year
Judges’ decision to be announced on the night

Technology Provider of the Year
360 Lifecycle
Gretel
Heywood
Inheritly
Lyfeguard
Mortgage Brain
Munny Group
Pulse
Third Financial
threesixty
True Potential 

Sustainability Initiative of the Year
Bespoke-Advice
Yellow Brick Mortgages 

Consumer Champion of the Year – Company
Equity Release Group
Fundhouse
Gretel
HomeOwners Alliance
LHV Bank
Money Wellness
Munny Group
Stellar Asset Management
Westminster Wealth Management
Yellow Brick Mortgages

Consumer Champion of the Year – Individual
Robert Boland, Chartered Fellow, Personal Finance Society
Paula Higgins, Founder, HomeOwners Alliance
Suzi Lane, Founding Director, Bespoke-Advice
Andy Lang, Founder and Managing Director, Munny Group
Amyr Rocha Lima, Managing Director, Strategic Wealth Partners
Rory Maguire, Chief Investment Officer, Fundhouse