2021 Awards

A dynamic individual who operates at the core of the executive team in which they serve. Highly strategic and with deep judgement and influence, this person is known for their business acumen, strong results and inspiring leadership.

A dynamic individual who operates at the core of the executive team in which they serve. Highly strategic and with deep judgement and influence, this person is known for their business acumen, strong results and inspiring leadership.

A Young (up to 40) dynamic individual who operates at the core of the executive team in which they serve. Highly strategic and with deep judgement and influence, this person is known for their business acumen, strong results and inspiring leadership.

The winner will be embody the financial excellence required in such a pivotal role. Either qualified or non-qualified, they will expertly lead their team, bringing insightful financial information which will help their management team make complex business decisions.

An accountant (qualified and non qualified) who has delivered financial information which adds value to their organisation. Insightful and with strong judgement, this individual will have proven examples of contributing to business decisions and future success.

This award will go to a part/non-qualified or actively studying accountant who has played a key support role to a more senior accountant. A vital and valued team member who shows promise for the future.

With 18 months or less experience in the role, this person will have made a deep impact in their business, demonstrating unique expertise and flair and showing promising results for the future.

A team who has proven experience of working together in advancing the success of the business they represent. Brimming with financial expertise, they are collegiate, experts in their field and are recognised by their colleagues as critical to the business they support.

A team who has proven experience of working together in advancing the success of the business they represent. Brimming with financial expertise, they are collegiate, experts in their field and are recognised by their colleagues as critical to the business they support.

A team who has proven experience of working together in advancing the success of the business they represent. Brimming with financial expertise, they are collegiate, experts in their field and are recognised by their colleagues as critical to the business they support.

This award is open to independent firms that are based in Wales. The winning firm will need to show how the services it has provided have been fundamental in enabling their clients to achieve their business goals as well as being able to demonstrate the following: Demonstrable appreciation or recognition by clients, Client initiatives that you feel have set the firm apart from the rest, Contribution to the business community, Recognition received from other firms. Please also inform us of anything else that you feel is particularly noteworthy, that is not covered in the above criteria.

This award is for all IFA’s and Wealth managers working out of an office based in Wales.

The Judges will be looking for the following criteria on all entries:

- Company turnover and individual business written

- Have you / they made significant contributions to the businesses (direction of the company / strategic decisions / contribution to profit etc)

- Areas of expertise / specialism and clear demonstration of contributions to these areas.

- Financial Planning views, client retention and satisfaction / testimonials

- Evidence of client’s return on investment

- Demonstrable knowledge of and expertise in complex financial products and services

- Innovative use of technology to manage assets

This is open to any individual or teams operating in the finance department who went above and beyond the call of duty to help the business or those affected cope with the virus and its economic after-effects.

An individual who has made a significant contribution to Finance in Wales. Demonstrating leadership, courage and expertise, this person will be highly regarded by their peers and colleagues. They will be known for investing in talent to ensure the future growth of the industry.

• Zenith Print Group - Joseph Towler
• Celsa Steel - Holly Arnold
• Valleys to Coast - Claire Marshall

• AK Developments (Anglesey) Ltd - Paul Brook
• Monmouthshire Housing Association - Gwyndaf Tobias 
• Forward Waste Management Ltd -Nicholas Davenport

• Louise Evans - S3
• Rhys Jenkins - Edwards Coaches
• Simon Cole - Markes International
• Celsa Steel - Holly Arnold

• Jai Tsim - FEI Foods
• Tony Sleap - VISTA Support
• Jonathan James - Hodge Bank
• Vaughan Regan - Arcadis

• Matthew Jones – Limestone Grey
• Alison Vickers – Bevan Buckland
• Stephanie Collins – Mazuma

• Nathan Humphreys – Propel
• Bryony Ham – Mazuma
• Jordon Harley -Blaenau Gwent County Borough Council 

• Katy Mathias - Hodge
• Faye Cochlin - Lexis Nexis Risk Solutions
• Matthew Price - Propel
• Chloe Jones - Delio 

• DWJ Wealth Management Ltd
• Penguin

• WRU
• Character.com
• Flexicare

• CELSA STEEL
• PRA Health Sciences
• Valleys to Coast

• Bevan Buckland LLP
• Limestone Grey
• Barford Owen Davies

• Robert Lewis - Celtic Financial PLanning 
• Magenta Financial Planning
• Penguin

• Cyfrifwyr Hill & Roberts Accountants - Ffion Hampson
• NHS Wales Shared Services Partnership - Andy Butler
• Arvato Swansea