We are inviting advisory firms to enter the Professional Adviser Awards 2014.
Things are different now: we have introduced regional adviser categories to celebrate the best practices operating across the country - and it's our most challenging entry criteria yet. As well as asking applicants to complete a questionnaire, we have put together a case study we believe will put your firm's advice processes to the ultimate test. The case study will not require entrants to produce complex IHT calculations; rather it has been designed to test your firm processes: the questions you would ask, avenues you would pursue. An independent judging panel including Perceptive...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes