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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
2023 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
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
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
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
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
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
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
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
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
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
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
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
13. 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
14. 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
15. ISA Provider of the Year
Awarded to the ISA provider that has proved itself with its product offerings and client needs. Enter here
16. 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
17. 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
18. 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
19. 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
PENSIONS
20. 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
TRAVEL MONEY & MONEY TRANSFER
21. 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
INSURANCE
22. 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
INDUSTRY AWARDS
23. 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
24. 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. Enter here
25. 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
26. 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
27. 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
28. 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
29. Technology Provider of the Year
Awarded to the technology provider that consistently meets the needs of clients and has displayed strong levels of innovation with its products. Enter here
30. Sustainability Initiative of the Year
This award is given to the firm which provides concrete details for a single or series of initiatives which have improved its sustainable practices and performance either within the business, for clients, or both. Judges are looking for the evidence the initiative(s) has had. Enter here
31. Later Life Lender of the Year
Awarded to the later life lender, away from equity release, which has demonstrated a true understanding of this area of the market, a sensitivity to the needs of its clients and a keen interest in improving this area of personal finance. Case studies and performance are all key areas judges are looking at. Enter here
