Revealed: The second set of shortlists for 2020 Women in Financial Advice Awards

The Women in Financial Advice Awards are designed to celebrate the achievements of women working within the financial advice community and also the broader financial services sector in the UK.

We are delighted our enterprise has again struck a real chord with our readers, with more than 1,300 nominations received across the different categories.

All those nominees were then asked to fill in a questionnaire addressing factors such as their achievements in the workplace, what drives them and their involvement in projects that help raise the profile of financial services as a career for women and, on the basis of those answers, 25 shortlists were reached.

We published the first set of shortlists on Monday, which you can find here, and here we reveal those in shortlisted for categories such as Role Model of the Year, Team Leader of the Year, In-house adviser support and more. The final shortlists will be revealed on Wednesday 6 May. 

Rising Star

• Anna McDaid, 1825
• Denni Mitchell, Coutts
• Ediee Cooke, St James's Place
• Eleanor Eason, Coutts
• Elizabeth Stuart, Morningstar
• Kate Capocci, Smith & Williamson
• Kate Surala, The Analyst Research
• Katy Dawes, DWJ Wealth Management
• Natalie Johnson, Paradigm

Role Model of the Year

• Amanda Cassidy, Quilter
• Ann-Marie Atkins, Tilney
• Cathy Brennan, Investec Wealth & Investment
• Catherine Morgan, The Money Panel
• Joy Wisniewski, Hartsfield Financial Services
• Michelle Hoskin, Standards International
• Sarah Hogan, KBA FS 
• Sarah Waring, Quilter Private Client Advisers
• Saran Allot-Davey, Heron House Financial Management

Team Leader of the Year

• Amanda Kerr, Scottish Widows
• Claire-Marie Roche, Coutts
• Emma Sterland, Tilney
• Julie Woolmer, Quilter Financial Planning
• Jo Campbell, Para-Sols
• Kate Griffiths-Lambeth, Charles Stanley
• Leanda Cardall, St James's Place
• Natalie Merrens, Coutts
• Sharon Purewal, Pensionlite

WOTY - Adviser Support Services

• Claire van den Houten, PortfolioMetrix
• Claire Trott, St James's Place Group
• Hilary Banks, Vitality
• Julie Woolmer, Quilter Financial Planning
• Kate Surala, The Analyst Research
• Kim Jarvis, Canada Life
• Laura Janes, Uniquity
• Lisa Webster, AJ Bell
• Sarah Geraghty, Temple Wealth Management
• Sophia Viscusi, Trinity Lifetime Partners
• Stephh Mills, bdhSterling
• Vicky Pearce, B-Compliant

WOTY - Fintech

• Bella Caridade-Ferreira, Fundscape
• Felicia Meyerowitz Singh, Akoni
• Hayley Millhouse, OpenMoney
• Jacqui Hatfield, Orrick
• Julia Streets, Streets Consulting
• Kay Park, The Private Office
• Louise O'Shea, Confused.com
• Roxana Mohammadian-Molina, Blend Network
• Sam Seaton, Moneyhub Financial Technology
• Stephanie Hydonn, iPipeline
• Yaela Shamberg, InvestCloud

WOTY - In-House Adviser Support

• Frances Kemp, Goals Based Financial Planning
• Helen McSweeney, Fogwill and Jones Asset Management
• Jennifer Hawkins, Chase de Vere
• Jennifer Parker, NMBA
• Liz Townend, Robertson Baxter
• Monique Ferguson, 1825
• Rachel Vahey, AJ Bell
• Sarah Forbes, Miller Mercer Colson Financial Planning
• Sophie McIntyre, Boolers
• Victoria Turnock, IronMarket

Most inspiring returner

• Geeta Foottit, St James's Place
• Joy Wisniewski, Hartsfield Financial Services
• Hannah Bashford, Model Financial Solutions
• Helen Shepherd, The SimplyBiz Group
• Kelly East, Sterling Rees Wealth Management
• Meera Hearnden, Parmenion
• Riona Mulherin, Paradigm Mortgage Services'
• Sarah Puleston, Puleston Wealth Management
• Sarah Francis, Key

Marketing influencer of the year

• Bella Caridade-Ferreira, Fundscape
• Davinia Tomlinson, Rainchq
• Dawn Gale, Attitude Financial Services
• Gillian Wilson, Strabens Hall
• Laura Martin, Sesame Bankhall Group
• Lisa Conway-Hughes, Westminster Wealth
• Nicola Craxton, Carrington Investment Consultants
• Sue Helmont, AIG Life
• Tessa Inglis, Charles Stanley
• Jessica McGuigan, Critchleys Financial Planning

• Tweet  
• Facebook  
• LinkedIn  
• Send to  

• Topics
• Your profession