Recognising excellence in our profession
The Personal Finance Awards 2026/27 celebrate the outstanding individuals and firms who are raising the bar across financial advice. From advisers and paraplanners to the wider support teams behind them, these awards recognise the impact you make in helping clients achieve confidence, clarity, and long-term financial wellbeing.
This is your opportunity to showcase what sets you apart, your results, your progress, and the difference you make. Put your achievements in front of the profession and gain the recognition you deserve.
Whether you’re an established leader or an emerging talent, entering the awards is a powerful way to benchmark your success, build your profile, and be recognised among the very best in the profession.
The winners of the Personal Finance Awards 2026/27 shortlist were announced at a special ceremony at Landing 42 in London on 22 October.
This award recognises individuals who demonstrate professionalism, integrity, and a commitment to continually raising standards across the financial planning profession.
This award recognises firms that embed professionalism at every level demonstrating strong ethical culture, investing in qualifications and talent development, delivering consistently high client outcomes.
This award is for paraplanners who demonstrate passion, pride, and excellence in their specialist role.
You may be improving access, inclusion, education, sustainability, or consumer outcomes through initiatives that go beyond your formal role.
This award is for a protection or mortgage specialist who delivers high‑quality, client‑focused advice underpinned by strong ethical standards.
This award is for an investment specialist who goes beyond technical competence to deliver clear, professional, and trustworthy advice.
This award is for advisers who demonstrate outstanding expertise and care in retirement and later life planning.
This award recognises those who have delivered meaningful impact in strengthening consumer trust in financial planning or mortgage advice professionals.
Dominic McLoughney FPFS, Chartered Financial Planner
“I see this as the pinnacle for individuals in our profession and I really wanted to win this award for a long time. I have a huge amount of pride in winning the award and am delighted that it also recognises my dedication to developing talent and enhancing the wider profession.”
Progeny Wealth, represented by Nick Onslow FPFS, Chartered Financial Planner
“I am thrilled to pick up this award on behalf of every employee at Progeny. It is testament to our joined-up thinking and approach and our passion to give back to the profession.''
Stephanie Tennant APFS, Chartered Financial Planner
“I am absolutely thrilled to be recognised for what I do in this way. The greatest strength of my entry was to keep it simple. Paraplanners are often the powerhouse of what goes on in financial planning and it’s great to be recognised in this way for the work we deliver.”
Watch the highlights from the Personal Finance Awards 2025/2026 here. Inspired to enter the 2025/26 Awards? Don't forget to start your entry today.
See who has been named winners of the PFS Awards in previous years.
Have any questions about the awards? Contact pfsevents@cii.co.uk
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