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
Customer Service Team of the Year
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
Core Financial Paraplanning Ltd
International Personal Finance plc
Investec Wealth and Investment (UK)
Financial Adviser Team of the Year
Christopher Little & Co Financial Advisers
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
Investment Team of the Year
Investec Wealth & Investment (UK)
Lender of the Year
Leeds Credit Union- Incredible Content Ltd
Mortgage Broker of the Year
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
Titan Private Wealth – Ian Wood
TMG Mortgage Network – Scott Thorpe
Outstanding Customer Service Award
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
Investec Wealth & Investment (UK)
Good luck to all of our finalists! We can’t wait to see you on 2 May for the much anticipated ceremony.