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Meet the Money Marketing Awards 2023 winners!

September 22, 2023
in Retirement
0
Meet the Money Marketing Awards 2023 winners!



The great and the good of the financial advice profession gathered at The Londoner last night, to celebrate the winners of the Money Marketing Awards 2023 at a glitzy ceremony.

Amyr Rocha Lima was crowned Adviser Personality of the Year Award for his outstanding work championing the profession.

The Strategic Wealth group director is considered by many to be a true role model and has been described as “the future of the profession” by his esteemed peers.

And it was NextGen Planners director and head of content Adam Owen who scooped this year’s Outstanding Contribution Award.

A past president of the Personal Finance Society, Owen is well-known and highly regarded in the world of financial advice.

A strong believer in the need for greater collaboration, he shows how achievements can be amplified when people work together.

This year, Money Marketing added some new categories to the awards roster.

Taking home the award for Best Adviser Academy was St James’s Place.

Judges hailed its “unequalled track record” for bringing new blood into the profession. They were impressed by SJP’s commitment to making the profession “relevant to people who aspire to join”.

And it was FE fundinfo which picked up the award for Best Investment Research Service for Advisers.

The judges admired FE fundinfo’s submission for this category and described the firm as “the gold standard” on fund data for UK financial advisers.

The platform is well-suited to advisers’ needs and is easy to use, the panel agreed.

A full list of the winners can be found below.

You will find more details about all the winners of the Money Marketing Awards 2023 in the October magazine.

Advice Firm of the Year
Mazars

Best Adviser Academy
St James’s Place Financial Adviser Academy

Best ESG Advice Firm
EQ Investors

Best Investment Advice Firm
Longbon & Company

Best Mortgage Advice Firm
Mortgage Advice Bureau
Highly commended: MB Associates

Best Paraplanning Service
Plus Group
Highly commended: Navigatus

Best Protection Advice Firm
Vita
Highly commended: Mortgage Advice Bureau

Best Retirement Advice Firm
True Potential Wealth Management
Highly commended: Henwood Court Financial Planning

Financial Adviser 2B
Sebastian Field, Attivo

Next Generation Advice Firm of the Year
Longhurst
Highly commended: New World Financial Group

Small Advice Firm of the Year
Longhurst

Adviser Technology Provider of the Year
Seccl

Best Discretionary Fund Manager
RBC Brewin Dolphin

Best ESG Provider
Aviva
Highly commended: EQ Investors

Best Investment Research Service for Advisers
FE fundinfo

Best Network
Benchmark

Best Platform
7IM

Best Protection Provider
Aviva
Highly commended: Royal London

Best Retirement Provider
Quilter

Best SIPP Provider
Curtis Banks

Best Support Service Provider
NextGen Planners

Provider of the Year
AJ Bell

Financial Wellbeing Champion of the Year
Aegon and Tom Morris, Ovation Finance

Charity Champion of the Year
The Verve Foundation
Highly commended: Longhurst

Diversity and Inclusion Champion of the Year
Mortgage Advice Bureau

Adviser Personality of the Year
Amyr Rocha Lima, group director, Strategic Wealth

Outstanding Contribution Award
Adam Owen, director and head of content, NextGen Planners



Editorial Team

Editorial Team

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