IFA practice of the year

Sponsored by

Capium 2

About this award 

This award recognises an IFA practice which has demonstrated exceptional dedication, expertise and innovation in their field over the last 12 months.

Who can enter

  • An active IFA member firm. 
  • Someone within the practice must hold a valid practicing certificate (PC) with the IFA. 
  • An IFA member in practice for a minimum of 3 consecutive years. 
  • In current good standing (no disciplinary/regulatory matters). 

Nomination criteria 

The nomination should: 

  • Include a summary of the type of work the practice is involved in. 
  • Be written or recorded in English (where supplementary video content is included). 

And include examples and testimonials from colleagues and clients which provide evidence and demonstrate: 

  • The standard and quality of the firm’s work eg, client retention figures.  
  • Their commitment and contribution to developing client relationships eg, client testimonials.  
  • The firm’s contribution to their local community where relevant eg, charity work, sponsorship of a charitable cause or organisation. 

Judges will be looking for how the firm has developed and grown over the last 12 months and their plans for future development.

Submission criteria

You will be asked for contact details: name, phone number, email and your member number. 

Note: your responses will not be saved if you close the form before submitting your nomination. Please ensure you complete and submit the form in one session.

Mandatory

  • A word document of appoximately 1000 words excluding testimonials.

Optional supporting documentation

  • A 1-2 minute video of no more than 25mb which can be filmed on mobile phone or linked to a video on YouTube. 

 Nominatenowbutton