The benchmark of excellence
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The Finance Excellence Awards celebrate the people, businesses and organisations doing exceptional work. Explore the categories and help recognise someone shaping the future through their achievement, leadership and impact.
Finance Excellence Awards
Financial Adviser of the Year Award
Advice that changes clients’ lives for the better.
About this category
This award recognises an individual financial adviser whose advice over the last twelve months has delivered excellent outcomes for clients. Judges look for the quality and suitability of advice, client outcomes and professional standards.
Eligibility
- Open to individual financial advisers and planners in the UK
- Whether independent or restricted
Judging criteria
- Quality and suitability of advice
- Client outcomes
- Professional standards
- Client relationships
- Development
Qualitative criteria
- Clear
- Honest advice and genuine care for clients’ long term interests
Metrics
- Client outcomes
- Retention
- Referrals
- Client feedback and qualifications
Additional criteria
Entries should include a concise case study, supporting figures and, where possible, client or colleague evidence. Client identities and commercially sensitive figures may be anonymised or given as percentages and ranges, and nothing in an entry is shared beyond the judging panel. Firms carrying on regulated activities should hold the relevant FCA authorisation. Judges consider the size of the firm or team, so smaller firms compete on equal terms.
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