×

Did you know that your web browser is out of date?

To get the best possible experience on our website we recommend that you upgrade to a newer version or alternative web browser. To find out how and why to update your browser, click here.

Choose your categories

A completed entry will include:
1. Entry Form
2. 1000 Word Submission
3. Company Logo
4. UK contact details

READ MORE ON HOW TO ENTER
ENTRY FORM
2020 
WINNERS SHORTLISTED

The awards are FREE TO ENTER and are open to any relevant individual or company based in the UK. Firms can enter more than one category and are encouraged to nominate themselves. 

GENERAL CATEGORIES

1. Bank of the Year
Awarded to the bank which has proved itself ahead of its peers when it comes to product provision, customer service, general excellence in everything it does and has demonstrated a true understanding of the needs of its customers and of the changing needs of the market. Enter here
2020 winner: Metro Bank

2. Building Society of the Year
Awarded to the building society which has proved itself ahead of its peers when it comes to product provision, customer service and has demonstrated a true understanding of the needs of the consumer. Enter here
2020 winner: Saffron Building Society

3. Financial Adviser Award: Micro Firm of the Year
Awarded to the financial adviser firm which has demonstrated a successful service offering, shows a true understanding of the advice market and puts the client at the heart of everything it does. Firms with 10 employees or less are eligible to enter this category. Enter here
2020 winner: Money Honey Financial Planning

4. Financial Adviser of the Year: Small to Medium Firm of the Year
Awarded to the financial adviser firm which has demonstrated a successful service offering, shows a true understanding of the advice market and puts the client at the heart of everything it does. Firms with 10-250 employees are eligible to enter this category. Enter here
2020 winner: Face to Face Finance Anglia

5. Financial Adviser Award: Medium to Large Firm of the Year
Awarded to the financial adviser firm which has demonstrated a successful service offering, shows a true understanding of the advice market and puts the client at the heart of everything it does. Firms with 250 employees or more are eligible to enter this category. Enter here
2020 winner: Age Partnership

6. Innovation in Consumer Finance Award
Awarded to the firm which has brought originality, creativity and innovation to the personal finance space, be it through a particular product, service offering or overall business approach. Enter here
2020 winner: Flagstone Investment Management

MORTGAGE CATEGORIES

7. Mortgage Provider of the Year
Awarded to the mortgage provider which has proved itself a leader in its field with its product offering, understanding of the changing needs of the mortgage market, sensitivity to the pressures placed on property buyers and a commitment to improving the overall mortgage marketplace. Enter here
2020 winner: Nationwide for Intermediaries

8. Mortgage Adviser or Broker of the Year
Awarded to the mortgage adviser/broker which has displayed an understanding of the needs of its clients and displays quality and professionalism in all aspects of its business. Enter here
2020 winner: Mortgage Advice Bureau

9. Equity Release Lender of the Year
Awarded to the equity release lender which has demonstrated a true understanding of this complex area of the market, a sensitivity to the needs of its clients and a keen interest in improving this sometimes opaque area of personal finance. Enter here
2020 winner: more2life

WEALTH MANAGEMENT

10. Micro Wealth Management Firm of the Year
Awarded to the wealth management firm that has proved itself a cut above the rest when it comes to meeting the ever complex needs of its clients. Firms with 10 employees or less are eligible to enter this category. Enter here
2020 winner: Hayden Kelly

11. Small to Medium Wealth Management Firm of the Year
Awarded to the wealth management firm that has proved itself a cut above the rest when it comes to meeting the ever complex needs of its clients. Firms with 10-250 employees are eligible to enter this category. Enter here
2020 winner: Bancroft Wealth

12. Medium to Large Wealth Management Firm of the Year
Awarded to the wealth management firm that has proved itself a cut above the rest when it comes to meeting the ever complex needs of its clients. Firms with 250 employees or more are eligible to enter this category. Enter here
2020 winner: JM Finn

13. Online Share Dealing Provider
We will be looking for a provider that gives clients clear options with a seamless share buying/selling service. A firm that also allows clients to track their portfolios and conduct their own research and a share dealing service that goes that step further to ensure a good investor experience. Enter here
2020 winner: AJ Bell Youinvest

14. Best IHT Portfolio Service
This award rewards the company offering the most robust plans for clients and one which operates the best technical and administrative support. A strong track record over the year must be displayed with strong levels of innovation on show. Enter here 

INVESTMENT MANAGEMENT

15. Savings Account Provider of the Year
Awarded to the firm that has proved itself ahead of the game with its savings accounts/savings products, is competitive, relevant and has a customer service second to none. Enter here
2020 winner: Masthaven Bank

16. ISA Provider of the Year
Awarded to the ISA provider that has proved itself with its product offerings and client needs. Enter here
2020 winner: Paragon Bank

17. Specialist Investment Fund or Provider of the Year
Awarded to the fund/provider that has had a strong track record throughout the year, whether it be through strong returns, innovation and new products. This can be in specialist areas such as fine wine investment, crowdfunding, gold, fine art etc. Enter here
2020 winner: Capital Rise

18. Loan Provider of the Year
Awarded to the loan provider which has proved itself a leader in this field with its product offering, its competitiveness and its transparency. Enter here
2020 winner: West One

19. Peer to Peer Loan Provider of the Year
Awarded to the peer to peer loan provider which has proved itself a leader in this field with its product offering, its competitiveness and its transparency. Enter here
2020 winner: Ratesetter

20. Cryptocurrency Platform Provider of the Year
Awarded to the cryptocurrency platform provider of the year that has demonstrated strong performance throughout the year and offered a number of platforms for clients to meet their needs. Enter here
2020 winner: ADVFN

PENSIONS

21. Pension Provider of the Year
Awarded to the pension provider that has displayed a true understanding of the increasingly complex pensions market and has the consumer at the heart of its offering. Enter here
2020 winner: Profile Pensions

22. SIPP Provider of the Year
Awarded to the SIPP Provider that has demonstrated superiority and excellence in servicing this niche part of the market. Enter here
2020 winner: James Hay Partnership

TRAVEL MONEY & MONEY TRANSFER

23. Money Transfer Provider of the Year
Awarded to the Money Transfer firm which has shown a true understanding of this market and has kept competitiveness, transparency and customer service at the heart of its business. Enter here
2020 winner: Currencies Direct

INSURANCE

24. Insurance Provider of the Year
Awarded to the insurance provider that has shown a true understanding of the insurance space with its product offering, has displayed a deep commitment to meeting the needs of its clients and has displayed general excellence in every part of its business surpassing its peers in this competitive market. Enter here
2020 winner: 1st CENTRAL

INDUSTRY AWARDS

25. Marketing Campaign of the Year
Awarded for the creation and development of the best marketing campaign the personal finance space has seen in the last year; that displays true innovation and originality but most importantly has a clear and concise message which it manages to get across effectively to its target market. Enter here
2020 winner: Mortgage Advice Bureau

26. Consumer Champion of the Year - Individual
Awarded to the consumer champion individual who has worked tirelessly to improve the consumer finance space and is dedicated to campaigning for change, where necessary, with the needs of the consumer always at the heart of their cause. Please include a large, high resolution photograph of your nominee with your entry. Enter here
2020 winner: Anthony Morrow, OpenMoney

27. Consumer Champion of the Year - Company
Awarded to the consumer champion company which has worked tirelessly to improve the consumer finance space and is dedicated to campaigning for change, where necessary, with the needs of the consumer always at the heart of its cause. Enter here
2020 winner: Salary Finance

28. Ethical Financial Services Provider of the Year
Awarded to the financial services provider which is ahead of the game when it comes to understanding ethical issues, either by tailoring its products accordingly or in the way it conducts its business. Enter here
2020 winner: Salary Finance

29. Best Charity Partnership of the Year
Awarded to the personal finance firm which has set the standards high when it comes to charity collaboration. Enter here
2020 winner: Masthaven Bank

30. Diversity Award
This award goes to the personal finance firm that has recognised the importance of diversity in its workforce, or is instrumental in driving forward diversity in other ways, whether this be through their marketing, events, or through products designed to be more inclusive. Enter here
2020 winner: St. James’s Place Wealth Management

31. Technology Provider of the Year - NEW CATEGORY FOR 2021
Awarded to the technology provider that consistently meets the needs of clients and has displayed strong levels of innovation with its products. Enter here

ENTRY FORM

Register your interest