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Adviser Awards

These categories are now closed for nominations.

These categories seek to recognise adviser firms for both the quality of their advice and the business acumen covering both general IFAs and specialist advisers.

How to Enter

The Awards are now closed for nominations. Nominations were made from the firm itself or in the case of networks and support service companies from member firms.

What happens after I have made a nomination?

Nominees have gone forward to a preliminary judging stage with the aim of creating a long list of ten for each category.

The ten firms in each category will be asked to fill in a longer form and from these a panel of judges specific to each category will create a shortlist of five.

These five will then be invited to interviews to decide the final placings and winners. These interviews will be held in January 2010.

To view the categories please click below.

Adviser Categories

Best Corporate Adviser

Firms should have been in existence for at least 12 months and be able to demonstrate a good track record as a business and in advising corporate clients on a range of planning issues.
Best Discretionary Adviser

Firms should have been in existence for at least 12 months and be able to demonstrate a good track record as a business and in providing discretionary management services to clients and / or clients of other advisers.
Best Investment Adviser

Firms should have been in existence for at least 12 months and be able to demonstrate a good track record as a business and in advising clients on their investment needs.
Best Mortgage Adviser

Firms should have been in existence for at least 12 months and be able to demonstrate a good track record as a business and in advising clients on their mortgage needs either as a mortgage specialist or IFA.
Best Mortgage Network

Firms should have been in existence for at least 12 months and be able to demonstrate a good track record as a business and in providing services to members.
Best Network and Support Services

Firms should have been in existence for at least 12 months and be able to demonstrate a good track record as a business and in providing services to members.
Best Protection Adviser

Firms should have been in existence for at least 12 months and be able to demonstrate a good track record as a business and in providing protection advice to clients.
Best Retirement Planner

Firms should have been in existence for at least 12 months and be able to demonstrate a good track record in providing retirement planning advice to clients.
Small Company IFA of the Year

Firms should have been in existence for at least 12 months and be able to demonstrate a good track record in providing overall advice to clients as well as a good business record. The firm should have a maximum of four advisers.
Best Use of Technology by an Adviser

Firms should have been in existence for at least 12 months and demonstrate how they have successfully incorporated technology to improve the quality of advice they give and to increase business efficiency.
IFA of the Year

Firms should have been in existence for at least 12 months, must be an IFA and be able to demonstrate a good track record as a business and providing advice to clients. There is no size restriction.
Adviser Training and Professional Development Award

The adviser should have been in existence for at least 12 months and be able to demonstrate how it has improved its training and professional development to improve the advice given to clients.