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 Member Awards is now closed. 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
Be recognised for your commitment to promoting equity, diversity and inclusion in all areas of the personal finance profession.
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