Chartered Financial Planning Firm of the Year 2026/27 Entry Form

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Chartered Financial Planning Firm of the Year 2026/27 Entry Form

Who can apply?

Chartered Financial Planning firms

What we are looking for

Professionalism at every level – Embedding Chartered values, ethical leadership, and professionalism at every level within the culture of the firm.
Investment in people – A strong commitment to staff development, professional qualifications, and delivering consistently high client outcomes.
Developing the profession – Positively contributing to the wider profession and local community through mentoring, pro bono work, or outreach.

Do you meet the above criteria?

I CONFIRM THAT I MEET THE CRITERIA REQUIREMENTS TO APPLY FOR THIS AWARD

First Name

Surname

COL account number (if known)

Job Title

Company Name

Address Line 1

City

Postcode

What size is your firm?

Please select

How Did You Hear About the Event?

Please select all that apply:

Email campaign

Social media (e.g., LinkedIn, Instagram, X)

Through my employer

Word of mouth

Member journal

Online advertisement

PFS website

PFS Regional Roadshow

PFS webinar

Other (please specify)

Other - please specify here

Before submitting your application, click here to see what the judges will be looking for and scoring you on in stage one.

Why you should win

Please note that any characters over the prescribed character count for each question will not be considered. Character counts can be found by hovering over the "i" symbol next to each question.

Important Notice About Special Characters Please note that you should avoid using special characters in your entry (i.e. @ : !) as it can result in an entry being rejected. Special characters can also be hidden in text generated by AI tools.

Please tell us why your firm became Chartered Financial Planners and how you communicate your Chartered status with clients and broader stakeholders.

Please tell us why you think your firm deserves the accolade Chartered Financial Planning Firm of the Year 2026/27.

Please tell us how you encourage and develop the knowledge and skills of your people, including recent examples (you may want to provide an overview of policies set and initiatives that support qualifications, study and skills; including any rewards and other incentives).

Please tell us how your firm strives to deliver the best possible outcomes to your clients: (you may want to include a brief example/case study, survey findings or client testimonials).

Please tell us how the firm; a) invests in the future of the profession (you may want to include examples of recruitment initiatives or work developing professional connections) AND b) supports the wider society (you may want to provide an overview of initiatives or work supporting pro bono activities).

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Summary

Data protection and privacy

The CII will ensure that your personal data is processed in line with Data Protection legislation and the CII Data Protection and Privacy Statement (available at www.cii.co.uk/dataprotection). The judges reserve the right to make two awards, to a small and a large firm respectively.

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Thank you for submitting your entry for Chartered Financial Planning Firm of the Year 2026/27

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You can log in and amend your entry until 23:59 on the 06/07/2026. You will be notified of the outcome of your entry week commencing 27/07/2026.

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Chartered Financial Planning Firm of the Year 2026/27 Application Form