Past winners

2019
Chartered Financial Planner of the Year – Gemma Siddle, FPFS, Chartered Financial Planner

Chartered Financial Planning Firm of the Year – VWM Wealth Ltd

Investment Advice Specialist of the Year – Richard Jones, FPFS, Chartered Financial Planner, Certs CII (MP & ER)

Retirement and Later Life Advice Specialist of the Year – Anne McClean, FPFS, Chartered Financial Planner

Paraplanner of the Year – Lucy Talbot, Chartered Financial Planner, APFS

Mortgage & Protection Advice Specialist of the Year – Darren Pike, Dip PFS, Cert CII (MP)

Special Award for Outstanding Consumer Engagement – Robin Melley, FPFS

MoneyPlanner of the Year – Andrew Grassick DipPFS

Personal Finance Consumer Champion of the Year – Katie Morley, The Telegraph

National Newspaper Personal Finance Journalist of the Year – Laura Shannon, The Mail on Sunday

National Newspaper Personal Finance Newcomer of the Year – Will Kirkman, This is Money

Trade Press Personal Finance Journalist of the Year – Ollie Smith, New Model Adviser

2018
Chartered Financial Planner of the Year – Natalie Wright (Mazars), FPFS, Chartered FP, Cert (CII)

Chartered Financial Planning Firm of the Year – Eldon Financial Planning

Paraplanner of the Year – Jade Mountford (Mazars), Chartered FP, APFS

Retirement & Later Life Specialist of the Year – Vanessa Townshend (Springfield Financial), FPFS, Chartered FP

Investment Planner of the Year – Robert Little (Bob Little & Co Ltd), FPFS, Chartered FP, Certs CII (MP & ER)

Mortgage & Protection Advice Specialist of the Year – Maxim Cohen (HMB Finance Group), Certs CII (MP & ER)

MoneyPlanner of the Year – Derek Howard, Dip PFS

Lifetime Achievement Award (posthumous) – David Booth, PR Manager, Personal Finance Society

2017
Chartered Financial Planner of the Year – Phillip Rose, Group IFA

Chartered Financial Planning Firm of the Year – Capital Asset Management

Investment Advice Specialist of the Year – Olivia Bowen, Castlefield

Retirement and Later Life Advice Specialist of the Year – Allan Cruse, Strategic Solutions

Paraplanner of the Year – Grahame Hopper, VWM Wealth

Mortgage & Protection Advice Specialist of the Year – Rachel Lane, Group Rapport

Special Award for Outstanding Consumer Engagement – Pete Matthew, Jacksons Wealth Management

MoneyPlanner of the Year – James Lawton

Personal Finance Consumer Champion of the Year – Jeff Prestige, The Mail on Sunday

National Newspaper Personal Finance Journalist of the Year – Sarah O’Grady, Daily Express

National Newspaper Personal Finance Section of the Year – The Mail on Sunday, Money

National Newspaper Personal Finance Newcomer of the Year – Paul Thomas, Money Mail

Trade Press Personal Finance Journalist of the Year – Christine Dawson, New Model Adviser

Trade Press Personal Finance Publication of the Year – New Model Adviser / Citywire

Lifetime Achievement Award (posthumous) – Mike Morrison, AJ Bell

2016
Chartered Financial Planner of the Year – Kathryn Gannon, Manning & Company

Chartered Financial Planning Firm of the Year – LIFT Financial Group

Retirement and Later Life Advice Specialist – Jonothan McColgan, Combined Financial Strategies

Investment Advice Specialist – David Thomson, VWM Wealth

Mortgage and Protection Advice Specialist – Hazel Allinson, Smith & Pinching Group

Paraplanner of the Year – Warren Bentham, 75point3

MoneyPlanner of the Year – Jill Ellicott, Boyett Mayes & Associates

National Newspaper Personal Finance Journalist of the Year – Richard Dyson, The Telegraph

National Newspaper Specialist Consumer Journalist of the Year – Josephine Cumbo, Financial Times

Personal Finance Consumer Champion of the Year – Miles Brignall, The Guardian

Trade Press Personal Finance Journalist of the Year – Simoney Kyriakou, FT Adviser/Financial Adviser

Trade Press Personal Finance Publication of the Year – FT Adviser/Financial Adviser

Lifetime Achievement Award – Lyn New

2015
Simon Glazier – Chartered Financial Planner of the Year

Carbon Financial Partners – Chartered Financial Planning Firm of the Year

Helen Parker – Paraplanner of the Year

Tom Ryan – Pro bono Award

James Manning – Highest Achiever in the Advanced Diploma

Rachel Nimmo – Highest Achiever in the Diploma

Brian Steeples – John Ellis Award

2014
Lisa Johnstone – Chartered Financial Planner of the Year

Almary Green Investments Ltd – Chartered Financial Planning Firm of the Year

Rebecca Kowalski – Paraplanner of the Year

Steve Webb MP, Minister of State for Pensions – John Ellis Award

Petronella West – Pro bono Award

Charlotte Counsell – Highest Achiever in the Advanced Diploma

John Hill – Highest Achiever in the Diploma

2013
Robin Melley – Chartered Financial Planner of the Year

Verus Financial Planning – Chartered Financial Planning Firm of the Year

Warren Bentham – Paraplanner of the Year

(posthumous) Len Warwick CBE – The John Ellis Award

Brian Harris – PFS Volunteer of the Year

Tom Evans – Highest Achiever in the Advanced Diploma in Financial Planning

Alex Rich – Highest Achiever in the Diploma in Financial Planning

2012
Hayley Tink – Chartered Financial Planner of the Year

LIFT Financial – Chartered Financial Planning Firm of the Year

Gemma Langlands DipPFS – Paraplanner of the Year

The Right Honourable, The Lord Hunt of Wirral, MBE – The John Ellis Award

Russell Anderson and Simon Haydock – PFS Volunteer of the Year

Svenja Keller – Highest Achiever in the Advanced Diploma in Financial Planning

Myles Harrison – Highest Achiever in the Diploma in Financial Planning

2011
Duncan Parkes – Chartered Financial Planner of the Year

Eldon Financial Planning Limited – Chartered Financial Planning Firm of the Year

Llewellyn Garner – PFS Volunteer of the Year

Mark Clinton – Highest Achiever in the Advanced Diploma in Financial Planning

Paul De Vries – Highest Achiever in the Diploma in Financial Planning

2010
Joel Adams – Chartered Financial Planner of the Year

Moore Stephens Financial Services (East Midlands) Limited – Chartered Financial Planning Firm of the Year

Ian Thorneycroft (awarded posthumously) – The John Ellis Award

Tony Cohen – Volunteer of the Year

Thomasina McGuigan – Highest Achiever in the Advanced Diploma in Financial Planning

Rachel Kitching – Highest Achiever in the Diploma in Financial Planning

2009
Brian Steeples – Chartered Financial Planner of the Year

Thomas Carroll Independent Financial Advisers – Chartered Financial Planning Firm of the Year

Dr Peter J Williams – The John Ellis Award

Liz Webb – Citizens Advice MoneyPlanner of the Year

Julianna Willmott – Citizens Advice MoneyPlanner of the Year

David O’Connor – Citizens Advice MoneyPlanner of the Year

Jonathan Woodwards – Highest Achiever in the Advanced Diploma in Financial Planning

Jonathan Halsall – Highest Achiever in the Diploma in Financial Planning