Chartered Financial Planner

This award recognises the significant contribution that Chartered Financial Planners are making to raising professional standards and re-engaging consumer trust. The Personal Finance Society considers this to be its flagship award.

Benefits of winning:

  • Recognition of being amongst the best in your profession
  • Raising your professional profile
  • Winners digital assets to utilise as personal marketing collateral
  • Featured in our member magazine, Personal Finance Professional
  • Highlighted on the Personal Finance Society website and social media


  • Qualified Chartered Financial Planners, whose main role is advising clients

  • Practising financial planners who are FCA authorised to provide investment advice

  • Full members of the Personal Finance Society

  • Members of the Personal Finance Society Board and advisers with ongoing disciplinary actions against them are excluded


Three stage judging process designed to enable you to demonstrate the wide range of skills necessary to give clients accurate, clear, effective and highly professional financial advice.

Stage one

When assessing the submission the judges will be looking for evidence of the following:

  • How you maintain and develop your professional knowledge and skills (quality CPD undertaken and further / specialist study etc)
  • How your commitment to high standards benefits client outcomes (survey findings / testimonials etc)
  • How your commitment to ethical practice influences your business practices
  • How you invest in the future of your profession (pro bono work / professional connections / mentoring next gen etc)
  • Examples of how you promote your Chartered status (communication, use of branding etc)
Stage two

Shortlist from Stage one invited to complete hypothetical holistic case study, independently authored and judged by technical specialists Technical Connection.

Stage three

Finalists invited to attend panel interview where judges will question them on a range of subjects to gain a better understanding of their skills, service proposition and professionalism.