Categories
We are delighted to announce the list of categories for 2021. Please be sure to have read over the methodology for more information on how the awards work and when you're ready, click enter now next to the category you would like to start with.
DEADLINE FOR ENTRIES: 23rd July
Independent Financial Advice (small firms)
Open to independent financial advice and planning firms that offer a full and comprehensive range of services with up to and including five registered advisers. Firms must be authorised and regulated to operate in the UK.
Submission deadline: Friday 23rd July 2021
Independent Financial Advice (medium to large firms)
Open to independent financial advice and planning firms that offer a full and comprehensive range of services with over five registered advisers. Firms must be authorised and regulated to operate in the UK.
Submission deadline: Friday 23rd July 2021
Financial Advice (small firms)
Open to financial advisers offering restricted advice with up to and including five registered advisers. Firms must be authorised and regulated to operate in the UK.
Submission deadline: Friday 23rd July 2021
Financial Advice (medium to large firms)
Open to financial advice firms offering restricted advice with over five registered advisers. Firms must be authorised and regulated to operate in the UK.
Submission deadline: Friday 23rd July 2021
Discretionary Fund Management
Open to full-service wealth managers or other investment firms offering discretionary investment management services to individuals and/or professional firms such as financial advisers looking to outsource investments. Firms must be authorised and regulated to operate in the UK.
Submission deadline: Friday 23rd July 2021
Retirement Advice
Open to adviser firms that specialise in offering retirement advice on areas such as workplace/personal pensions, annuities, drawdown, equity release and blended retirement solutions. Firms must be authorised and regulated to operate in the UK.
Submission deadline: Friday 23rd July 2021
Protection Advice
Open to adviser firms that specialise in offering protection advice to individuals or workplaces. Firms must be authorised and regulated to operate in the UK.
Submission deadline: Friday 23rd July 2021