Adviser Awards

Adviser Categories

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• Best Paraplanner

  This category aims to reward excellence in the field of paraplanning. Paraplanners should have been in their role for at least 12 months and be able to demonstrate the technical and research skills needed to deliver a top quality service to the client. 

• 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 Annuity / Drawdown Specialist

  Firms should be in existence for at least 12 months and demonstrate a good track record in providing annuity and drawdown advice to clients. 

• 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 Network

  Firms should have been in existence for at least 12 months and be able to demonstrate a good track record in operating as a network for IFAs

• Best Support Service

  Firms should have been in existence for at least 12 months and be able to demonstrate a good track record as a business offering support service solutions to IFAs.

• 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 Solutions Adviser

  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 be directly regulated by the FSA and 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.

• Best Adviser Recruitment 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.