Previous winners
2022
- Chartered Financial Planning Firm of the Year – The Private Office
- Chartered Financial Planner of the Year – Hazel Bowen
- Paraplanner of the Year – Marlena Eltringham
- Investment Advice Specialist of the Year – Andrew Day
- Retirement and Later Life Specialist of the Year – Ailsa Thomas
- Mortgage and Protection Specialist of the Year – Yasir Al-Din
- Education Champion of the Year – Daniel Williams
- Personal Finance Consumer Champion of the Year – Jeff Prestrige – Mail on Sunday
- National Newspaper Personal Finance Section of the Year – The Telegraph (joint winner)
- National Newspaper Personal Finance Section of the Year – The i Newspaper (joint winner)
- National Newspaper Personal Finance Journalist of the Year – Claer Barrett – Financial Times
- National Newspaper Personal Finance Newcomer of the Year – Rachel Mortimer – The Telegraph
- Trade Press Personal Finance Publication of the Year – FTAdviser
- Trade Press Personal Finance Journalist of the Year – Simoney Kyriakou – FTAdviser
2021
- Chartered Financial Planner of the Year – Carla Brown
- Chartered Financial Planning Firm of the Year – First Wealth
- Paraplanner of the Year – Nathan Jones
- Education Champion of the Year – Robert Boland (Joint winner)
- Education Champion of the Year – Hazel Bowen (Joint winner)
- Mortgage & Protection Advice Specialist of the Year – Rousseau Khan
- Retirement and Later Life Advice Specialist of the Year – Michael Colyer
- Investment Advice Specialist of the Year – Nick Grogan
- Personal Finance Consumer Champion of the Year – Lisa-Marie Janes, Love Money
- National Newspaper Personal Finance Section of the Year – FT Money
- National Newspaper Personal Finance Journalist of the Year – Harry Brennan, The Telegraph
- National Newspaper Personal Finance Newcomer of the Year – Amelia Murray, Daily Mail
- Trade Press Personal Finance Publication of the Year – FTAdviser
2020
- Chartered Financial Planner of the Year – Robin Melley
- Chartered Financial Planning Firm of the Year – Paradigm Norton Financial Planning
- Mortgage & Protection Advice Specialist of the Year – Rousseau Khan
- Investment Advice Specialist of the Year – Simon Watts
- Paraplanner of the Year – Jenni Currell
- Retirement and Later Life Advice Specialist of the Year – Sebastian Elwell
- National Newspaper Personal Finance Journalist of the Year – Mark Atherton of The Sunday Times
- National Newspaper Personal Finance Newcomer of the Year – Marianna Hunt of The Telegraph
- Personal Finance Consumer Champion of the Year – Katie Morley of The Telegraph
- Trade Press Personal Finance Journalist of the Year – Justin Cash of Money Marketing
- Trade Press Personal Finance Publication of the Year – FTAdviser and Financial Adviser
- National Newspaper Personal Finance Section of the Year – Mark Atherton of The Sunday Times
- Education Champion of the Year – Yogesh Nakarja
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)
- Money Planner 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
- Money Planner 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
- Money Planner 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
- 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 Money Planner of the Year
- Julianna Willmott – Citizens Advice Money Planner of the Year
- David O’Connor – Citizens Advice Money Planner of the Year
- Jonathan Woodwards – Highest Achiever in the Advanced Diploma in Financial Planning
- Jonathan Halsall – Highest Achiever in the Diploma in Financial Planning