The 2026 Yorkshire Financial Awards shortlist revealed
The independent judging panel reviewed and scored more than hundred submissions from across the Yorkshire financial services community.
It was a heroic effort to whittle down the huge number of submissions we had this year to a shortlist.
Out of the many submissions that we received, there can only be 24 winners, which will be announced at the ceremony in Leeds.
Don’t miss out on the chance to see who will be victorious. Contact sammy.kinlough@barkerbrooks.co.uk to confirm your tickets.
We can’t wait to see you at the awards!
Key dates for your diary
All the dates you need for the Yorkshire Financial Awards 2026
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Entry deadline 6 February 2026 -
Shortlist April 2026 -
Awards ceremony 7 May 2026
- Accelerator of the Year
- Best ESG Campaign
- Broker of the Year
- Customer Service Team of the Year
- Director of the Year
- Employer of the Year
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Financial Adviser Team of the Year
Berry & Oak
CHN Financial Consultancy
Evelyn Partners
Robertson Baxter
Category Sponsor
IBOSS Asset Management is a leading MPS provider dedicated exclusively to serving the financial planning community
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Independent Financial Adviser of the Year
Andrew Elson – Berry & Oak
Antony Barton – Robertson Baxter
Deborah Tate – CHN Financial Consultancy
Phil Harris – Coppice
Category Sponsor
Timeline is a financial technology company on a mission to empower financial advisers and help millions of people plan, invest for, and enjoy retirement with confidence. Timeline manages over £4bn of AUM in its discretionary model portfolios, and provides an integrated financial software suite that includes fact finding, cashflow, risk profiling, reporting and portfolio analytics.
- Insurer of the Year
- Investment Team of the Year
- Lender of the Year
- Mortgage Broker of the Year
- Mortgage Provider of the Year
- Outstanding Achievement Award
- Outstanding Customer Service Award
- Outstanding Female Leader
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Restricted Financial Adviser of the Year
Gemma Helliwell – Evelyn Partners
Joanne Baker – Yorkshire Financial Planning
Liam Wood – True Potential
Category Sponsor
Timeline is a financial technology company on a mission to empower financial advisers and help millions of people plan, invest for, and enjoy retirement with confidence. Timeline manages over £4bn of AUM in its discretionary model portfolios, and provides an integrated financial software suite that includes fact finding, cashflow, risk profiling, reporting and portfolio analytics.
- Rising Star of the Year
- Small Financial Business of the Year
- Support Staff of the Year
- Trainee of the Year
- Wealth Manager of the Year
