Enter the 2027 Professional Adviser Awards
Adviser Categories
Administrator of the Year
Do you know or are you a talented administrator working in a financial advice firm? We are looking for a dedicated administrator who can evidence having gone above and beyond for their firm, colleagues and ultimately clients of the business.
Best Advice Network
We are looking for an adviser network that is setting the undisputed standard for best practice and can demonstrate a commitment to excellence over the past 12 months.
Best Adviser Firm for Client Care
We are looking for an advice firm with an outstanding, innovative, unique and successful targeted approach towards caring for clients, including those in vulnerable circumstances and with characteristics of vulnerability.
Best Adviser Firm for ESG
We are looking for the advice firm with the most exceptional and innovative approach to integrating ESG factors into every aspect of operations and offerings.
Best Adviser Website
We are looking for an advice firm with a website that tells a clear story to prospective and current clients though a winning combination of purposeful design, simple and user-friendly navigation, and excellent content and resources.
Best Client Engagement (Adviser)
We are looking for the advice firm with the best overall strategical approach when it comes to engaging with clients… The firm should consistently be looking to improve how it engages with clients and be able to evidence this.
Champion of Advice Award
Do you know or are you an individual blazing a trail of best practice across the financial planning industry? We are looking for an established practitioner who has made their mark and used their platform to build awareness of advice, boost best practice and/or to shed light on or explain challenges and opportunities for clients and the industry.
Newcomer Adviser of the Year
Do you know or are you a brilliant and skilful financial adviser who has joined the industry from an established and different career since September 2024? We are looking for a motivated and professional individual who has quickly made their mark after making the choice to switch careers to financial advice.
This category is aimed at recent career switchers and is not open to individuals who have progressed through the industry for a number of years, for example through working as an advice administrator or paraplanner before making the switch to be a financial adviser.
Paraplanner of the Year
Do you know or are you an outstanding paraplanner working in a financial advice firm? We are looking for a talented paraplanner who can evidence having gone above and beyond for their firm, colleagues and clients of the business.
Young Achiever of the Year
Do you know or are you a hard-working, talented financial planner aged 30 or under as of 9 July 2026 who stands out from the crowd? We are looking for an individual who has demonstrated great promise and talent as they embark on their career in financial advice.
Adviser Firm of the Year Categories
Adviser Firm of the Year - East
We are looking for the most outstanding advice firm in the East of England region that can measure the impact of clear processes, dedication to client needs, and commitment to best practice.
Please note: To enter this category, your firm must be based in Bedfordshire, Cambridgeshire, Essex, Hertfordshire, Norfolk or Suffolk. If you are entering on behalf of a firm with 50 or more advisers then you should instead consider the Adviser Firm of the Year - Large category.
Adviser Firm of the Year - Large
We are looking for the most outstanding advice firm in the UK with 50 or more advisers that can measure the impact of clear processes, dedication to client needs, and commitment to best practice.
Please note: If your firm has less than 50 advisers then you should instead enter one of the regional firm of the year categories.
Adviser Firm of the Year - London
We are looking for the most outstanding advice firm in London that can measure the impact of clear processes, dedication to client needs, and commitment to best practice.
Please note: To enter this category, your firm must be based in either Greater London or the City of London. If you are entering on behalf of a firm with 50 or more advisers then you should instead consider the Adviser Firm of the Year - Large category.
Adviser Firm of the Year - Midlands
We are looking for the most outstanding advice firm in the Midlands regions that can measure the impact of clear processes, dedication to client needs, and commitment to best practice.
Please note: To enter this category, your firm must be based in Derbyshire, Herefordshire, Leicestershire, Lincolnshire, Northamptonshire, Nottinghamshire, Rutland, Shropshire, Staffordshire, Warwickshire, West Midlands, Worcestershire.
Adviser Firm of the Year - North East
We are looking for the most outstanding advice firm in north east of England that can measure the impact of clear processes, dedication to client needs, and commitment to best practice.
Please note: To enter this category, your firm must be based in East Riding of Yorkshire, North Yorkshire, Northumberland, South Yorkshire, Tyne and Wear, or West Yorkshire. If you are entering on behalf of a firm with 50 or more advisers then you should instead consider the Adviser Firm of the Year - Large category.
Adviser Firm of the Year - North West
We are looking for the most outstanding advice firm in the north west of England that can measure the impact of clear processes, dedication to client needs, and commitment to best practice.
Please note: To enter this category, your firm must be based in Cheshire, Cumbria, Greater Manchester, Lancashire, or Merseyside. If you are entering on behalf of a firm with 50 or more advisers then you should instead consider the Adviser Firm of the Year - Large category.
Adviser Firm of the Year - Scotland & NI
We are looking for the most outstanding advice firm in Scotland or Northern Ireland that can measure the impact of clear processes, dedication to client needs, and commitment to best practice.
Please note: To enter this category, your firm must be based in either Scotland or Northern Ireland. If you are entering on behalf of a firm with 50 or more advisers then you should instead consider the Adviser Firm of the Year - Large category.
Adviser Firm of the Year - South East
We are looking for the most outstanding advice firm in the south east of England that can measure the impact of clear processes, dedication to client needs, and commitment to best practice.
Please note: To enter this category, your firm must be based in Buckinghamshire, East Sussex, Essex, Hampshire, the Isle of Wight, Kent, Oxfordshire, Berkshire, Surrey or West Sussex. If you are entering on behalf of a firm with 50 or more advisers then you should instead consider the Adviser Firm of the Year - Large category.
Adviser Firm of the Year - South West
We are looking for the most outstanding advice firm in the south west of England that can measure the impact of clear processes, dedication to client needs, and commitment to best practice.
Please note: To enter this category, your firm must be based in Bristol, Cornwall, Devon, Dorset, Gloucestershire, Somerset, or Wiltshire. If you are entering on behalf of a firm with 50 or more advisers then you should instead consider the Adviser Firm of the Year - Large category.
Adviser Firm of the Year - Wales
We are looking for the most outstanding advice firm in Wales that can measure the impact of clear processes, dedication to client needs, and commitment to best practice.
Please note: To enter this category, your firm must be based in Wales. If you are entering on behalf of a firm with 50 or more advisers then you should instead consider the Adviser Firm of the Year - Large category.
Provider Categories
Best Client Engagement (Provider)
We are looking for the provider with the best overall strategical approach when it comes to engaging with financial planners… The provider should consistently be looking to improve how it engages and be able to evidence this.
Best Discretionary Fund Manager
We are looking for DFMs who stand out in terms of their proposition and communication and can demonstrate how they have evolved to meet client needs and generate good outcomes for investors, especially over the past 12 months.
Best ESG Solution for Advisers
We are looking for ESG Solution providers who stand out in terms of their proposition for financial advisers in the UK and can demonstrate how they have evolved to meet their needs and keep up with regulatory change, especially over the past 12 months.
Best MPS Provider (over £7bn AUM)
We are looking for MPS providers who stand out in terms of their proposition and service for advisers and can demonstrate how they have evolved to meet their needs and generate good outcomes for clients, especially over the past 12 months. Enter this category if your range exceeds £7bn AUM.
Best MPS Provider (£1bn-£7bn AUM)
We are looking for MPS providers who stand out in terms of their proposition and service for advisers and can demonstrate how they have evolved to meet their needs and generate good outcomes for clients, especially over the past 12 months. Enter this category if your range is between £1bn and £7bn AUM.
Best MPS Provider (under £1bn AUM)
We are looking for MPS providers who stand out in terms of their proposition and service for advisers and can demonstrate how they have evolved to meet their needs and generate good outcomes for clients, especially over the past 12 months. Enter this category if your range currently represents less than £1bn AUM.
Best Platform for Advisers
We are looking for the best adviser platform on the market enabling financial planners to offer a range of well-priced portfolios for clients in today's environment.
Best Support Service for Advisers
We are looking for the industry’s most stand-out, trailblazing provider of business support and/or compliance services direct to financial planners.
Best Specialist Support Service
We are looking for a support service provider which services those working financial planning/wealth management industry to the highest standard in a niche or specialist area.
Examples might include but are not limited to research and ratings, succession planning and acquisitions, clients in vulnerable circumstances support, marketing and public relations, and other areas that do not represent a broad compliance and business support package.
Best Technology Provider (1 to 50 employees)
We are looking for a technology provider with the best-in-class technology offering aimed at the financial planning industry, with one to 50 employees
Best Technology Provider (over 50 employees)
We are looking for a technology provider with the best-in-class technology offering aimed at the financial planning industry, with more than 50 employees.
Adviser & Provider Categories
Best Financial Inclusion Initiative
Recognising initiatives that have taken meaningful steps to raise awareness and extend access to financial advice, guidance and education beyond traditionally served demographics. Open to firms and organisations of all sizes that can demonstrate tangible impact through outreach, education, campaigns, simplified advice models, or community partnerships.
Best Retirement Initiative
We are looking for a firm with a well-rounded and trailblazing approach to improving outcomes in the retirement space through an innovative specific initiative they run.
Best Workplace Culture Initiative
We are looking for a firm that sets the standard for commitment to culture - including diversity, equity and inclusion - through a specific initiative in their workplace that was built or improved on in the past 12 months
Outstanding Contribution to the Advice Profession
Do you know a stalwart in the financial planning industry who has made a significant and outstanding contribution within their field over an extensive career spanning at least 25 years?
