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Unveiling the shortlists
Shortlist finalists for PFS Awards 2026
Chartered Financial Planner of the Year
Katherine Parkes, Cazenove Capital
Nathan Cardy, Your Wealthcare Financial Planning
Stephen Perera, Britannic Place Financial Management Limited
Chartered Financial Planning Firm of the Year
De Mellow & Co
Emery Little
First Wealth
Paraplanner of the Year
Bryce Clark, Wellington Wealth (Glasgow) Limited
Katie Tang, The Private Office
Naomi Draycott, Colyer Associates
Investment Advice Specialist of the Year
Amy Dobbs, HSBC
Michael Colyer, Colyer Associates
Retirement & Later Life Advice Specialist of the Year
Michael Colyer, Colyer Associates
Rachel Efetha, Anstee & Co
Zoe Taylor, Lawrence Neil Wealth Management LTD
Protection Advice Specialist of the Year
Winner to be announced on the day
Champion of Change 2026/27
Alina Burlacu, AB Growth Solutions
Samantha Bradford, Simplicity Financial Planning Ltd
Tim Brienza, Montpellier Asset Management
Personal Finance News Outlet of the Year
To be announced on the day
