The awards are coming soon!
Days Hours Minutes Seconds

2024 shortlist revealed, recognising excellence in regional finance

Posted by Emma Cockings on 10 April 2024

Introducing the Yorkshire Financial Awards 2024 shortlist, brought to you by Yorkshire Legal News, where excellence and innovation in regional finance take centre stage!

After much deliberation, a select group of companies and individuals have emerged as frontrunners, showcasing their contributions to the financial landscape of Yorkshire. Join us as we celebrate the achievements of these exceptional nominees, whose dedication and expertise have made significant impacts within the industry.

 

Broker of the Year

Clegg Gifford

Coversure Insurance

Prosura

 

Customer Service Team of the Year

Clegg Gifford

Penlife Associates

The Insurance Emporium

 

Director of the Year

Berry & Oak– Sarah Elson

Clegg Gifford– Kelly Lane

CHN Financial Consultancy– Lee Clayton

Coppice– Phil Harris

Evelyn Partners– Ian Gibson

JM Finn– Lucy Coutts

Robertson Baxter– Antony Barton

 

Employer of the Year

CHN Financial Consultancy

Core Financial Paraplanning Ltd

Evelyn Partners

International Personal Finance plc

Investec Wealth and Investment (UK)

Progeny 

 

Financial Adviser Team of the Year

Age Partnership

Berry & Oak

CHN Financial Consultancy

Christopher Little & Co Financial Advisers 

Philpott Financial Ltd

Redmayne Bentley

Robertson Baxter 

TFAS Wealth Ltd

 

Fintech Initiative of the Year

Winner announced on the night!

 

Independent Financial Adviser of the Year

Berry & Oak – Andrew Elson

Chase de Vere – Elizabeth Hastings

Cordiner Wealth – Ben Cordiner

Kingswood Group – Ian Platts

Robertson Baxter – Antony Barton

Robertson Baxter – Gillian Shirt

 

Insurer of the Year

Harry Hall International

The Insurance Emporium

 

Investment Team of the Year

IBOSS

Investec Wealth & Investment (UK)

JM Finn

LGT Wealth Management

Redmayne Bentley

 

Lender of the Year

Leeds Credit Union- Incredible Content Ltd

Ultimate Finance

 

Mortgage Broker of the Year

DNA Financial Solutions 

Echo Finance Ltd

Nouveau FS Group

Palm Financial Services

 

Mortgage Provider of the Year

Winner announced on the night!

 

Outstanding Achievement Award

CHN Financial Consultancy – Lee Clayton

Core Financial Paraplanning – Hannah Wynick

Kingswood Group– Paul Archer

Leeds Credit Union – Incredible Content Ltd

Palm Financial Services

Titan Private Wealth – Ian Wood

TMG Mortgage Network – Scott Thorpe

 

Outstanding Customer Service Award

Beverley Building Society

SimplyBiz Mortgages

 

Restricted Financial Adviser of the Year

Evelyn Partners – David Hogan

True Potential – Liam Wood

 

Rising Star of the Year

Chadwick Lawrence LLP – Zuzanna Kazimierczak

Clegg Gifford – Charlie Schofield

Coversure Insurance – Luke Clemmit

Evelyn Partners – Tom Prestwood

 

Trainee of the Year

Evelyn Partners – Liam Arnold

Kingswood Group – Kenneth Hopewell

Redmayne Bentley LLP – Neo Haddlesey

Robertson Baxter – Luci Tinsley

Titan Private Wealth – Jacob Kirby

 

Wealth Manager of the Year

Evelyn Partners 

Investec Wealth & Investment (UK)

JM Finn

 

Good luck to all of our finalists! We can’t wait to see you on 2 May for the much anticipated ceremony.


Keep up to date with the Yorkshire Financial Awards news and updates
This field is for validation purposes and should be left unchanged.

By registering your details you agree to be added to our marketing newsletter,
you can unsubscribe at any time. For more details read our privacy policy.