Behind every secure future is someone who got the finance right.
The right advice at the right time can change a family’s future or a business’s prospects. When it is done well, people simply feel secure, and rarely stop to thank the person who made it so.
The Finance Excellence Awards exist to recognise the advisers, finance leaders, lenders, fintechs and firms whose expertise and integrity deliver good outcomes across UK finance.
Market swings.
Tough calls.
Finally, recognised.
Finance is trusted. Its best work goes unseen.
An adviser who helped a family plan for a future they thought was out of reach.
A lender who backed a small business when others would not.
A CFO who steered a company safely through its hardest year.
A fintech that made saving simple for people who had never saved.
A compliance team that caught a problem before any customer was harmed.
Finance people spend every day looking after other people’s money.
This time the credit is theirs.
“We saw the work.”
“Thank you.”
From the first plan to the boardroom.
Advisers, wealth managers, mortgage and lending professionals, finance leaders, fintechs, firms and teams.
The Adviser
Whose advice clients rely on.
The Finance Leader
Steering the business with confidence.
The Rising Star
Early in a career and already outstanding.
The Fintech
Changing how people use money.
The Firm
The firm customers would not want to lose.
Know someone in finance who deserves to be seen?
Four ways to be recognised.
Finance People
Advisers, CFOs, rising stars, wealth managers, mortgage advisers, relationship managers, paraplanners and compliance professionals.
Firms and Teams
Financial services firms, IFAs, wealth managers, brokers, lenders and finance teams.
Innovation and Customers
Fintech, customer outcomes, technology, financial inclusion and sustainable finance.
People and Standards
Employers, diversity and inclusion, and financial education.
Recognition that builds trust for you.
Client confidence
Independent proof for clients and prospects.
A team moment
Something the whole firm can be proud of.
Talent attraction
Good people want to join firms that win.
Connections
Meet finance leaders and firms from across the UK.
You do not need to be a big firm.
Judges consider the size of the firm or team, so a single adviser can win against a national firm.
Client details can be anonymised and sensitive figures kept confidential.
Figures can be given as percentages or ranges.
Good outcomes for customers matter more than the size of the book.
The question isn't:
“Is our firm big enough?”
A better question might be:
“Are our customers better off?”
Recognition only counts when it is earned fairly.
The value of an award depends on the integrity behind it, so the way entries are judged should be clear before anyone enters.
Free to enter
Nominating and entering cost nothing. No category depends on buying a ticket, a table or a package.
Independent judging
Entries are scored by an independent panel, not by the organisers, working under a confidentiality agreement.
Read moreConflicts managed
Judges declare any conflict of interest and stand aside from the entries it touches.
Read moreSponsors support the awards. They never decide the results.
The best people in finance rarely put themselves forward.
They say:
“It is just part of the job.”
“The whole team did it.”
“The client deserves the credit.”
And sometimes that is exactly why somebody else needs to say:
“Their work made the difference.”
“They deserve to be recognised.”
If you work with an adviser, finance leader or firm like that, put their name forward. It takes a minute.
From a name to the night itself.
Discover
Find the award category that fits the achievement best.
Nominate
Put forward an adviser, a finance leader, a team or your own firm.
Tell the story
Share what was achieved, and the difference it made.
Judging
Eligible entries are judged against the published criteria.
Recognition
Finalists and winners are celebrated at the awards.
Finance is how futures are built.
Every plan has a story.
Every firm has a moment.