The 2024 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 20 winners, which will be announced at the ceremony in Leeds on 2 May.
Don’t miss out on the chance to see who will be victorious and get your tickets today.
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 2025
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Entry deadline 21 February -
Shortlist April 2025 -
Awards ceremony 26 June
- 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
Category Sponsor
Inzuzo has been providing a market leading service to both consumers and financial advice practices across the UK since 2015.
- Fintech Initiative of the Year
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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
Category Sponsor
Investec Wealth & Investment (UK) approaches wealth management with a powerful combination of two distinct but complementary services: Financial Planning and Investment Management.
- Insurer of the Year
- Investment Team of the Year
- Lender of the Year
- Mortgage Broker of the Year
- Mortgage Provider of the Year
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Outstanding Achievement Award
CHN Financial Consultancy – Lee Clayton
Core Financial Paraplanning – Hannah Wynick
Kingswood Group– Paul Archer
Leeds Credit Union – Incredible Content Ltd
Titan Private Wealth – Ian Wood
TMG Mortgage Network – Scott Thorpe
Category Sponsor
Investec Wealth & Investment (UK) approaches wealth management with a powerful combination of two distinct but complementary services: Financial Planning and Investment Management.
- Outstanding Customer Service Award
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Restricted Financial Adviser of the Year
Evelyn Partners – David Hogan
True Potential – Liam Wood
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
- Trainee of the Year
- Wealth Manager of the Year
