The Yorkshire Financial Awards 2024 highlighted remarkable financial professionals and institutions in the region.
- Held at New Dock Hall in Leeds, the event celebrated achievements across various financial categories.
- 18 winners were honoured, demonstrating excellence in client service, innovation, and leadership.
- The awards underscored the significant contributions of the financial sector to Yorkshire’s economy.
- Recognitions included achievements in customer service, innovative financial solutions, and leadership.
The New Dock Hall in Leeds was the backdrop for the Yorkshire Financial Awards 2024, an event that celebrated the region’s financial prowess. The ceremony recognised 18 outstanding winners from various financial categories, underscoring the sector’s contribution to the local economy.
Among the notable winners, Coversure Insurance was awarded Broker of the Year for its extensive network and commitment to customer service, further strengthened by innovative technology use.
Penlife Associates secured the Customer Service Team of the Year award, thanks to their personalised customer care and support through challenging times, setting a benchmark in the industry.
Joanne Vaughan from Robertson Baxter was honoured as Director of the Year for her leadership in fostering a supportive company culture and promoting diversity, a testament to her multifaceted leadership style.
Progeny, winning Employer of the Year, showcased exemplary commitment to employee development and community involvement, accentuating the importance of nurturing talent and supporting staff growth.
The Financial Adviser Team of the Year title was bestowed upon Robertson Baxter for their comprehensive approach to financial advice and commitment to excellent customer service, reflected in their high client satisfaction.
Lenvi’s innovative platform, addressing the evolving needs of lenders, earned it the title of Fintech Initiative of the Year, highlighting its role as a market leader in lending technology solutions.
Andrew Elson of Berry & Oak stood out as Independent Financial Adviser of the Year, noted for his trustworthiness and dedication to transparent, jargon-free communication.
The Insurance Emporium claimed Insurer of the Year, celebrated for its strategic investments and understanding of customer needs, demonstrating a forward-thinking approach.
LGT Wealth Management was named Investment Team of the Year for its global research capabilities and digital transformation strategy, setting industry standards.
Leeds Credit Union’s substantial lending growth and innovative initiatives won it the Lender of the Year award, showcasing its financial empowerment approach.
Beverley Building Society’s market expansion and innovative product development secured it the Mortgage Provider of the Year award, highlighting its strong market presence.
The Outstanding Achievement Award went to Leeds Credit Union for its impartial support to financially vulnerable individuals, improving clients’ financial situations.
The Outstanding Customer Service Award was awarded to Beverley Building Society for its personalised service and commitment to client satisfaction, earning widespread praise.
David Hogan of Evelyn Partners was recognised as Restricted Financial Adviser of the Year for empowering clients through collaborative planning and financial education.
Tom Prestwood, also from Evelyn Partners, was awarded Rising Star of the Year for his professional development and commitment to ethical investments.
Kenneth Hopewell from Kingswood Group received the Trainee of the Year award for his role in business development and strategic partnerships, driving company growth.
JM Finn was celebrated as Wealth Manager of the Year for exceeding client expectations with a focus on customer satisfaction and innovative services.
The Yorkshire Financial Awards 2024 celebrated the region’s remarkable talent and innovation, reflecting its significant economic impact.
