Member Awards

Our Member Awards showcase excellence in professional financial planning. Recognising the invaluable services offered to individuals, families and firms, these awards celebrate the fantastic work delivered by advisers, paraplanners and their support teams, to provide clients with the confidence and clarity to help them meet their financial needs and long-term aspirations.

Entry to the 2022/23 Member Awards is now closed, and we are delighted to have published the Shortlist for the 2022/23 Awards. See the About section for further details of the judging process and announcement of winners.

Member Award

Chartered Financial Planner

Our flagship award for contributing to raising professional standards and re-engaging consumer trust.

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Member Award

Chartered Financial Planning Firm

Staff development, highly professional and ethical culture and strong commitment to customer care.

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Member Award

Retirement & Later Life Advice Specialist

Can you demonstrate superior ability in the provision of retirement and later life advice?

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Member Award

Investment Advice Specialist

Can you demonstrate superior ability and a wide range of knowledge and skills in the provision of investment advice?

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Member Award

Mortgage & Protection Specialist

Can you demonstrate superior ability in the provision of mortgage and protection advice?

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Member Award

Paraplanner

Commitment to high professional standards, and recognising the importance of the role as part of a holistic professional financial planning process.

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Member Award

Education Champion

You will be recognised for your efforts to improve financial education and inspire future talent in the profession?

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Member Award

Equality, Diversity & Inclusion Champion

*Having launched the new Award category of Equality, Diversity & Inclusion Champion we are still raising awareness, and will continue to do so over the coming months. We received insufficient entries for it to be a viable Award category in 2022.

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