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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
Mortgage Adviser of the Year Award
Helping people into the right home, on the right terms.
About this category
This award recognises a mortgage adviser whose advice and service have helped clients buy, move or remortgage well. Judges look for suitability, service, client outcomes and support for clients in difficult circumstances.
Eligibility
Open to individual mortgage advisers in the UK.
Judging criteria
- Suitability of advice
- Client service
- Outcomes
- Support for complex cases
- Professional standards
Qualitative criteria
- Patience
- Clarity and care for first time and vulnerable buyers
Metrics
- Cases completed
- Client feedback
- Repeat and referred clients and complex cases resolved
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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