The benchmark of excellence
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The Finance Excellence Awards celebrate the people, businesses and organisations doing exceptional work. Explore the categories and help recognise someone shaping the future through their achievement, leadership and impact.
Finance Excellence Awards
Financial Services Firm of the Year Award
The firm customers and staff both rate highest.
About this category
This award recognises a financial services firm that has delivered good outcomes for customers, grown responsibly and looked after its people. Judges look for customer outcomes, conduct, growth and culture.
Eligibility
Open to UK financial services firms of any size.
Judging criteria
- Customer outcomes
- Conduct and standards
- Growth
- People and culture
- Innovation
Qualitative criteria
A reputation for doing the right thing by customers.
Metrics
- Customer satisfaction and outcomes
- Complaints
- Growth
- Staff retention and customers served
Additional criteria
Entries should include a concise case study, supporting figures and, where possible, client or colleague evidence. Client identities and commercially sensitive figures may be anonymised or given as percentages and ranges, and nothing in an entry is shared beyond the judging panel. Firms carrying on regulated activities should hold the relevant FCA authorisation. Judges consider the size of the firm or team, so smaller firms compete on equal terms.
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