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