Winners 2024

Building Society of the Year
WINNER: Saffron Building Society

Financial Adviser Award: Micro Firm of the Year
WINNER: Hayden Kilkelly

Financial Adviser Award: Small to Medium Firm of the Year
WINNER: HCI Chartered Financial Planners

Financial Adviser Award: Medium to Large Firm of the Year
WINNER: Chase de Vere

Innovation in Consumer Finance
WINNER: Octopus Money

Mortgage Provider of the Year
WINNER: Saffron Building Society

Mortgage Adviser or Broker of the Year
WINNER: SPF Private Clients

Equity Release Lender of the Year
WINNER: Royal London Equity Release

Micro Wealth Management Firm of the Year
WINNER: Compound Wealth Planning

Small to Medium Wealth Management Firm of the Year
WINNER: Bordier UK

Medium to Large Wealth Management Firm of the Year
WINNER: Progeny

Best IHT portfolio service
WINNER: WAY Trustees

Savings Account Provider of the Year
WINNER: Wealthify

ISA Provider of the Year
WINNER: Shepherds Friendly

Specialist Investment Fund or Provider of the Year
WINNER: Fintex Capital

Loan Provider of the Year
WINNER: Salary Finance

Pension Provider of the Year
WINNER: Scottish Widows

Money Transfer Provider of the Year
WINNER: Universal Partners

Insurance Provider of the Year
WINNER: Zurich

Marketing Campaign of the Year
WINNER: Rizzello Creative for Capital Group

Consumer Champion of the Year – Individual
WINNER: Zoe Taylor, Lawrence Neil Wealth Management

Consumer Champion of the Year – Company
WINNER: Gretel

Ethical Financial Services Provider of the Year
WINNER: Kingsfleet

Best Charity Partnership of the Year
WINNER: Kingsfleet, The Kingsfleet Community Fund, Gary Gladwell Fund & St Elizabeth’s Hospice

Diversity Award
WINNER: Zurich

Technology Provider of the Year
WINNER: Heywood

Sustainability Initiative of the Year
WINNER: Fintel

Later Life Lender of the Year
WINNER: LiveMore Mortgages

HIGHLY COMMENDED

Building Society of the Year
HIGHLY COMMEDNED: Family Building Society

Financial Adviser Award: Small to Medium Firm of the Year
HIGHLY COMMENDED: Rowley Turton

Innovation in Consumer Finance
HIGHLY COMMENDED: Compound Wealth Planning

Mortgage Adviser or Broker of the Year
HIGHLY COMMENDED: BTJ Mortgages