A night to remember at the Yorkshire Financial Awards 2025
The Yorkshire Financial Awards 2025 returned with style and sparkle on Thursday 26 June, lighting up New Dock Hall, Leeds with a night of celebration, recognition and high-energy entertainment. As Yorkshire’s financial elite arrived in their finery, the evening unfolded with glamour and good cheer—marking the seventh edition of the awards with a fitting “Lucky Number 7” theme.
Guests enjoyed a welcome reception followed by a three-course dinner, as the venue buzzed with anticipation. Casino tables were available throughout the night, bringing the theme to life and adding a thrilling twist to the atmosphere.
Host, Entertainment & Setting
The ceremony was hosted by TV personality Cherry Healey, whose charm and quick wit kept the audience engaged as she presented the night’s honours. After the trophies had been handed out, Hipster took to the stage, delivering a floor-filling live set that kept guests dancing into the early hours.
With its contemporary design and dockside views, New Dock Hall once again provided the perfect backdrop for a night dedicated to celebrating Yorkshire’s thriving financial services sector.
Head judge’s comments
The independent judging panel reviewed and scored more than hundred submissions from across the Yorkshire financial services communi
ty. It was a heroic effort to whittle down the huge number of submissions we had this year to a shortlist.
Before we find out who the winners our, here’s a few words from Tracey Vegro OBE, Chief Executive for the Chartered Institute for Securities and Investment (CISI), who chaired the independent judging panel.
“As CEO at the CISI, a body that champions the highest standards of professionalism and ethics, I could not have been more pleased to have been asked to Chair the Judging Panel at this year’s Yorkshire Financial Awards. 2025 seems to have been a particularly exciting year for the Yorkshire region. All of the Judges want to offer our warmest congratulations to all of you as finalists and especially so to the winners for setting some outstanding standards of innovation, professionalism and community support. The commitment to your clients and the emphasis on always meeting the very highest standards is truly notable. A fantastic set of achievements and many congratulations, once again”
Your 2025 Yorkshire Financial Awards winners
Out of the many submissions that we received, there can only be 1 winner for each category, so lets find out who took home the trophies this year…
Customer Service Team of the Year
Winner – The Insurance Emporium
Mortgage Provider of the Year
Winner – Beverley Building Society
Small Financial Business of the Year
Highly Commended – Yorkshire Financial Planning
Winner – Berry & Oak
Rising Star of the Year
Winner – Robert Fayolle from CHN Financial Consultancy
Restricted Financial Adviser of the Year
Highly Commended – Liam Wood at True Potential
Winner – Gemma Helliwell from Evelyn Partners
Broker of the Year
Winner – Coversure BYB Group
Support Staff of the Year
Winner – Nico Georgiou-Nicola from Pearson Financial Wellbeing
Financial Adviser Team of the Year – Sponsored by IBOSS Asset Management
Winner – CHN Financial Consultancy
Insurer of the Year
Winner – The Insurance Emporium
Investment Team of the Year
Highly Commended – IBOSS Asset Management
Winner – LGT Wealth Management
Employer of the Year
Winner – PenLife Associates Limited
Outstanding Achievement Award
Winner – CHN Financial Consultancy
Trainee of the Year
Highly Commended – Barney Wood from Robertson Baxter
Winner – Antonio Aguiar from Evelyn Partners
Best ESG Campaign
Winner – LGT Wealth Management
Independent Financial Adviser of the Year – Sponsored by Timeline
Winner – Andrew Elson from Berry & Oak
Accelerator of the Year
Winner – Innovative Entrepreneurs Programme
Outstanding Customer Service Award
Winner – Laura Smith from Westwood Capital Finance
Wealth Manager of the Year
Highly Commended – Raymond James, Thorpe Park Leeds
Winner – Evelyn Partners
Director of the Year
Winner – Lee Clayton from CHN Financial Consultancy
Lender of the Year
Winner – Bradford District Credit Union
Mortgage Broker of the Year
Winner – Bluegate Mortgages
Outstanding Female Lead
Highly Commended – Nicola Morris from Rathbones
Winner – Sarah Elson from Berry & Oak
A huge congratulations to all of our 2025 finalists and winners — your passion, innovation and dedication continue to push the boundaries of what’s possible in this sector.
We’ll be back next year to do it all again — bigger, bolder and even better. Keep an eye out for announcements on the Yorkshire Financial Awards 2026!