Meet 2022 the finalists


Yorkshire is home to a premier financial services industry. These awards were developed to celebrate this incredible community, and the achievements and successes of the region’s best and brightest.


We had a fantastic response and dozens of entries for our independent judging panel to review. The debates were fierce and the results close, but these entries shone through and we’re pleased to be able to recognise them as 2022 finalists.


The categories are arranged in the order they will be announced during the ceremony. Click on the tabs to find who is shortlisted for each award.


Best Employer

Customer Service Award

Customer Service Team of the Year

Financial Adviser of the Year

Sponsored by

Andrew Elson, Berry & Oak

Andrew Woolhouse, iWealth

Antony Barton, Robertson Baxter

Josh Richardson, Informed Financial Planning

Lee Clayton, CHN Financial Consultancy

Lottie Kent, True Financial Design

Luke Lodge, Tilney

Tim Clasper, BHP Financial Planning

Financial Adviser Team of the Year

Investment Team of the Year

Wealth Manager of the Year

Sponsored by

Lender of the Year

Best Insurer

Broker of the Year

Mortgage Broker of the Year


Mortgage Provider of the Year

Accelerator of the Year

Innovative Product of the Year

FinTech Initiative of the Year

Trainee of the Year

Sponsored by

YFA 20 - The Apprenticeship Guide

Jasmine Saunders, Freeze Debt

Max Green, BHP Financial Planning

Rising Star Award

Sponsored by

Christie Tillett, The Private Office

Elizabeth Pindar, abrdn

Jordan Capel, BHP Financial Planning

Lottie Kent, True Financial Design

Noor Uddin, Atrium Financial

Rose Etherington, Investec

Thomas Fellows, Tilney

Outstanding Achievement Award

Harjit Moore, Freeze Debt

Kathryn Knowles, Cura Financial Services

Peter Cox, Contis

Yasir Al-Din, 2 Plan Wealth Management

Director of the Year

Ian Gibson, Tilney

Jonathan Baker, Charles Stanley

Kathryn Knowles, Cura Financial Services

Paul Robinson, Moneyweb

Sarah Elson, Berry & Oak