2022 shortlist


Yorkshire is home to a strong and growing financial services centre. 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 submissions 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.

 

Click on the tabs to reveal the finalists for each category.

 

Accelerator of the Year

  • Barclays Eagle Labs
  • Natwest Accelerator
  • TwinklHive

Best Employer

  • Bartlett Group
  • Cura Financial Services
  • Investec
  • Progeny
  • Sandringham Financial Partners
  • Tenet Group
  • The Private Office

Best Insurer

  • Covéa Insurance
  • NFU Mutual
  • The Insurance Emporium

Broker of the Year

  • Avail Mortgage Brokers
  • Coversure York
  • Cura Financial Services
  • Romero Insurance Brokers
  • The Risk Factor

Customer Service Award

  • Age Partnership
  • BHP Financial Planning (Customer Service Team)
  • Burton Hills Wealth Management
  • Cura Financial Services
  • NDML
  • Pure Retirement
  • True Financial Design

Customer Service Team of the Year

  • Accepted Money
  • CPP
  • Freeze Debt
  • HGH Wealth Management
  • Navigation Wealth Management
  • The Insurance Emporium
  • Tilney

Director of the Year

  • Ian Gibson, Tilney
  • Jonathan Baker, Charles Stanley
  • Kathryn Knowles, Cura Financial Services
  • Paul Robinson, Moneyweb
  • Sarah Elson, Berry & Oak

Financial Adviser Team of the Year

  • Berry & Oak
  • Chase de Vere
  • CHN Financial Consultancy
  • G+E Wealth Management
  • Irwin Mitchell
  • The Pension Planner
  • The Private Office
  • Tilney

FinTech Initiative of the Year

  • Age Partnership
  • EQ Credit Services & Credit Kudos
  • incuto
  • Sandstone Technology

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

Innovative Product of the Year

  • CPP Group
  • Credit Resource Solutions
  • Informed Financial Planning
  • iwocaPay
  • Mole Valley Asset Management

Investment Team of the Year

  • abrdn
  • Brooks Macdonald
  • JM Finn
  • Moneyweb
  • Progeny Asset Management
  • Redmayne Bentley
  • RSMR Portfolio Services
  • Tilney

Lender of the Year

  • Beverley Building Society
  • iwoca
  • Metro Bank
  • Mint Property Finance
  • Pure Retirement
  • Sheffield Credit Union
  • Ultimate Finance

Mortgage Broker of the Year

  • Accepted Money
  • Believe Money Group
  • DNA Financial Solutions
  • trufe
  • West Yorkshire Money
  • Your Home Mortgages

Mortgage Provider of the Year

  • Beverley Building Society
  • Metro Bank

Outstanding Achievement Award

  • Harjit Moore, Freeze Debt
  • Kathryn Knowles, Cura Financial Services
  • Peter Cox, Contis
  • Yasir Al-Din, 2 Plan Wealth Management

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

Trainee Award

Sponsored by

YFA 20 - The Apprenticeship Guide

  • Jasmine Saunders, Freeze Debt
  • Max Green, BHP Financial Planning

Wealth Manager of the Year

Sponsored by

  • Brown Shipley
  • Charles Stanley (Leeds Office)
  • Investec
  • Irwin Mitchell
  • JM Finn
  • Moneyweb
  • Redmayne Bentley
  • Succession Wealth