Paraplanner Awards 2023: Shortlists announced

3 June 2023

Professional Paraplanner is pleased to announce the shortlists for the Paraplanner Awards 2023.

The awards are highly competitive and we received another record number of entries from paraplanners around the country. The shortlisted candidates provided the entries that the judges felt best met the criteria they were looking for in a potential award winner.

The second stage of the awards process was individual interviews with members of the judging panel.

The winners of the awards – plus the Paraplanner Personality of the Year nominated by paraplanners – will be announced at the dedicated Awards Luncheon on 19 July 2023 at the Stationers’ Hall, London. The event will commence at 13.00 and finish at 17.30.

The ceremony will not just be about revealing the winners of the Awards but will celebrate all that’s great about paraplanning in the UK.

Any firms wishing to book a table or seats for the awards should contact Mick Hrabe at: [email protected]

For any logistical information on the event, please contact Louisa Hooper at: [email protected]

We would like to thank the sponsors of the 2023 Awards for their support and input.

Headline Sponsor: Scottish Widows

Partner Sponsors (alphabetically):

AIC

Baillie Gifford

Dentons

Fidelity International

M&G Wealth

Quilter

Transact

PROFESSIONAL PARAPLANNER AWARDS 2023

The Shortlists

(candidates listed alphabetically)

Paraplanner of the Year (in-house)

Catharine Dodd – Saltus Financial Planning Limited

Helen Harrison – Mazars Financial Planning

Patrick Walton – Haworths Financial Services

Paraplanner of the Year (Outsourced)

Jenna Mackenzie – The Verve Group

Alison Neale – Principle Paraplanning Ltd

Jo Parkes – Navigatus

Team of the Year

Corbel Partners Ltd

Argonaut Paraplanning

Team Leader of the Year

Heena Brown – abrdn

Gemma Johnston – Corbel Partners Ltd

Sue McFarlane – Plus Group

Aleksandra Sasin – Navigatus

New Paraplanner of the Year

Morgan Leask – 7IM

Kimberley Malin – Four Oaks Financial Services Limited

Jack Wood – Hampshire Hill Group Ltd          

Administrator of the Year
Claire Ashdjian – Granite Coast

Maria Mushtaq – Holden & Partners

Sophie Sawford – Plus Group

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Professional Paraplanner