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
Independent Financial Advice Firm of the Year Award
Independent advice clients can rely on.
About this category
This award recognises an independent financial advice firm whose advice, service and conduct stand out. Judges look for client outcomes, advice processes, ongoing service and value.
Eligibility
Open to independent financial advice firms of any size.
Judging criteria
- Client outcomes
- Advice process
- Ongoing service
- Value
- Conduct
Qualitative criteria
- Advice built around the client
- Not the product
Metrics
- Client outcomes
- Retention
- Referrals
- Client feedback and complaints
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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