Who should apply?
- To enter, firms will be providing a financial planning service to clients but will have identified a number of areas for business development within the firm.
- Entry to the Award is open to all UK based financial planning firms that have identified a number of areas for development of the business.
- The staff within the firm need not be members of the CISI.
The winning firm must be able to clearly demonstrate that it is committed to "true" financial planning, that it has a clear remuneration system, and an exciting and well thought-out business plan. The winner will be a developing business, which has unique features, shows commitment to comprehensive financial planning, and yet is still in need of help and mentoring in certain key areas of business development. Particular areas where this might apply could be recruitment, client segmentation, defining the service, marketing etc.
Accredited Financial Planning FirmsTM are not eligible to enter, however they are invited to apply for the Recognising Excellence award to identify the Accredited Firm of the Year, which opens to entries in May 2016