PICK

Pick your categories - the categories where entries are being accepted are: 

• Tax and Estate Planner of the Year
• Retirement Adviser of the Year
• Protection Adviser of the Year
• Investment Adviser of the Year
• Equity Release Adviser of the Year
• Structured Products Adviser of the Year

PREPARE

The entry forms cover the following information: 

• Summary of the organisation and main business focus (100 words or fewer). 
• Details of professional qualifications
• Evidence of how the organisation has used its skills and qualities to the benefits of clients. 
• Evidence of the organisation's best professional practices and standards. 
• And finally, we will ask you to tell us why your organisation deserves to win, in 500 words or fewer.

REGISTER

You can register with us now by emailing events@moneyfacts.co.uk and you will receive the relevant entry link or links when available on Monday 29 January 2024.

SUBMIT

Every entry counts and you don't have long to submit. Please submit your entry before midnight on Friday 5 April 2024.

NEXT STAGE

Once the entry survey closes at midnight on Friday 5 April 2024, the entries are collated and passed through to our editorial and research team: 

• The evidence collected is used to create a shortlist for each category, which will be announced live online on Thursday 23 May 2024. 
• Shortlisted organisations will be sent a finalist logo free of charge that day. 
• Shortlisted organisations will also be sent a link to send contacts and seek testimonials to support their nominations. These can be clients, partners or lenders. This survey will close on Friday 21 June 2024.