CATEGORIES

If you have any questions, please contact Charlotte Covey-Crump on 020 8075 8168 or via charlotte.coveycrump@emap.com.

ADVISER 

Sponsored by Schroder Investment Solutions

Firms should have been in existence for at least 12 months and must be a regulated financial advice firm. There is no size restriction and firms may offer either independent or restricted advice models, but they must be able to demonstrate a good track record both as a business and through the provision of advice to clients. Entries must be made by the firm itself.

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This award recognises a regulated financial advice firm that has gone above and beyond in its efforts to meet its clients’ ethical, social and governance investment needs. The firm should show a true understanding of the ESG landscape, as well as how their advice in the area reflects their clients’ individual goals and motivations, from gathering the right information at fact find stage and manager due diligence, to portfolio construction, reporting and ongoing review.

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Sponsored by HSBC Life

Firms should have been in existence for at least 12 months and must be a regulated financial advice firm. Entries must be able to demonstrate a good track record both as a business and through the provision of investment management services to clients. This could include either advisory or discretionary client mandates as well as model portfolio services and centralised investment propositions run by the advice firm. Entries must be made by the firm itself.

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Firms should have been in existence for at least 12 months and must be a regulated financial advice firm. They must 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. Entries must be made by the firm itself.

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This category aims to reward excellence in the field of paraplanning, either as part of an in-house team or as an outsourced service. Paraplanners should have been performing the 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. Individuals can enter themselves or be entered by a colleague.

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Firms should have been in existence for at least 12 months and must be a regulated financial advice firm. They must be able to demonstrate a good track record as a business and in providing protection advice to clients. Entries must be made by the firm itself.

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Firms should have been in existence for at least 12 months and must be a regulated financial advice firm. They must be able to demonstrate excellence in the decumulation-phase advice proposition they offer their clients in retirement. Entries must be made by the firm itself.

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Sponsored by abrdn

Previously Rising adviser star of the year

Financial adviser 2B is dedicated to those looking to break into the world of financial advice or have recently made the leap. This award, formerly called Rising adviser star of the year, recognises young planners on the start of their journey, as well as second careerists and other individuals who have joined the wider advice profession. It will celebrate those who are making waves in their firm or having a big impact on the profession. There is no age restriction for this category. Entries can be made on behalf of the individual or by the applicant themselves.

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This award recognises an individual who excelled in 2021 in promoting the value of financial wellbeing to consumers. This individual should be a true champion of why planning, not products, matter in clients’ lives, banging the drum for how coaching and other techniques can revolutionise our relationship with money.

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This category aims to reward regulated financial advice firms demonstrating an innovative approach to financial planning, whether as a face-to-face business incorporating technology or those providing fully digital or ‘robo-advice’ solutions. It will also look at how firms have performed with staff development, training and improving the wider advice profession and quality of advice through technology. There is no size restriction for firms.

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Sponsored by NS&I

Firms should have been in existence for at least 12 months and must be a regulated financial advice firm. They must 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 five advisers. Entries must be made by the firm itself.

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PROVIDER 

This category aims to recognise an outstanding technology provider for advice firms. The technology can relate to any area of the financial planning process, as long as the provider can illustrate an exemplary level of service for advisers that helps them give their clients great outcomes.

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Firms should have been in existence for at least 12 months and be directly authorised. They must be able to demonstrate a good track record in operating as a network for appointed representative advice firms.

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The DFM should be able to demonstrate outstanding service to financial advisers and their clients. The firm should illustrate how their technical and research expertise has helped construct market-leading portfolios, including how these are matched to attitude to risk, as well as client aims and objectives. The firm should provide evidence of why their charging structures are appropriate, including risk-adjusted performance data of portfolios.

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This new award recognises a provider which has gone above and beyond with its commitment to ESG investing. It will not only consider product creation but also research and a wider educational message to advice firms and end clients. Companies will be required to show how they implement the principles of each aspect of ESG – environmental, social and governance – in their own firm. Judges will be looking for a strong ethos from firms, which goes above buzzwords and a desire to be more sustainable.

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Money Marketing is looking to recognise the top platform for advisers with this award. The award is agnostic on the business and charging structure of the firm (i.e whether it is part of a vertically integrated firm or charges on a fixed or percentage basis), but looks to focus on the platform services offered, from trading functionality to tools that help advisers service clients better.

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This category aims to reward a protection provider that has demonstrated a clear commitment to exceptional production development and service standards. The award is not dependent on the size of the firm, or the breadth of the provider’s offering, but the winner must show their dedication and specialism when it comes to meeting the protection needs of intermediaries and their clients.

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This award recognises a provider that has excelled in its offering to advisers and their clients. The award is agnostic on the key products the firm offers (i.e whether they are pension-wrapped), the structure of the firm (i.e whether it also gives advice and/or platform services), and the firm’s size, but looks specifically as to the nature of the offering for clients in retirement, from service and price to functionality and value, to see who stands out from the rest.

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This category aims to reward a Sipp provider that has had an exceptional year. There is no size restriction on entries, though firms should have a track record of operating Sipps of at least 12 months. Entries must be made by the firm itself and forms should be completed by someone of at least principal/director level.

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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. Entries must be made by the firm itself.

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This prestigious award  rewards the best of the best. Whether it is a fund, pension, platform or support service provider, the award recognises the firm that has given outstanding levels of service to advisers and their clients and has made exceptional strides forward in enabling the highest quality of financial planning.

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SPECIALIST AWARDS 

This award will recognise an individual who stands out for their contributions to the advice profession and will be decided by nominations from our readers. Have your say by submitting a short nomination form, detailing why you think this individual should win.

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This category seeks to reward a regulated advice firm or an individual that has gone above and beyond in their efforts to help others over the past 12 months. There is no restriction on the size or type of firm; the judges will just be looking for a genuine commitment to charity endeavour.

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This award intends to recognise a regulated advice firm or an individual that has gone above and beyond in their efforts to improve diversity across the financial planning and/or investment professions. This could be through either internal projects they have run, or outward-facing initiatives that show a true commitment to putting diversity higher up the agenda and improving outcomes for underrepresented groups.

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This category rewards an individual who has gone above and beyond in their contribution to the sector.

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