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Winner
Winner
Winner
Winner
A look back at our shortlists and past triumphs
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Professional Adviser PA Awards:
Best Client Engagement (Provider)
Best Discretionary Fund Manager
Best Technology Provider
Pensions Technology Firm of the Year
Innovation Award (Technology)
DC Investment Manager of the Year
Disruptor of the Year
Wealthtech of the Year
Pensions Tech of the Year
Wealth & Asset Management Awards:
Innovation of the Year
Technology Firm of the Year
Professional Pensions: UK Pensions Awards:
DC Investment Manager of the Year
Retirement Innovation of the Year
WealthTech Company of the Year
Fintech Scale-up of the Year
Wins: 6 | Shortlists: 18
Winner – Best Retirement Management Solution Provider, Fintech Breakthrough Awards
Winner – Best Podcast & Marketing Team of the Year, Investment Week Awards
Winner – 5 Star DFM, FT Adviser Service Awards
Notable Shortlists:
UK FinTech Awards
– Disruptor of the Year
Professional Pensions UK Pensions Awards – Retirement Innovation, Investment Management & Multi-Asset Fund Manager
Money Marketing Awards
– Best Adviser Technology Provider, Best Investment Solutions Provider, and Best Retirement Provider
Schroders Platform Awards – Leading Innovation, Retirement Proposition & Leading Independent Planning Tool Provider
WSB Awards – Best Use of Tech for Benefits
Finalist – Investment Tech of the Year, European Fintech Awards
Shortlisted – Best Podcast, Rising Star, Proposition Development (Investment Week)
Shortlisted – Rising Star: Business & Individual, Portfolio Adviser Awards
Shortlisted – Leading Innovation, Schroders UK Platform Awards
Winner – Most Innovative Financial Planning Software, FinTech Awards
Shortlisted – Leading Independent Planning Tool Provider, UK Platform Award
2025
Shortlisted – Women in Financial Advice Awards 2025
2024
Winner – Kate Phillips, Head of Sales: Woman of the Year 2024– Investment, Women in Financial Advice Awards (Professional Adviser)
Winner – Kate Phillips, Head of Sales: Sales/Marketing/Comms Professional of the Year 2024, Women in Pensions Awards (Professional Pensions)
2023
Selected – Kate Phillips, Head of Sales & Nicki Hinton-Jones, CIO: Women in FinTech Powerlist - 2023 - Innovate Finance Awards
2021
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