Welcome to the Citywire Adviser Choice Awards 2022!
Citywire's annual
Wealth Manager Adviser Choice Awards are back!
We want to recognise the discretionary fund managers who have really excelled over the past year, so we want to hear from you who is providing a stellar client experience and excellent value for money.
This year, we are asking you to select up to five DFMs you work with and to score them across different factors. We will also give you the opportunity to leave comments on what those firms are doing well, how they can improve their partnership with you, and if there is anyone in particular you want to highlight.
The survey is open to financial advisers, planners, CEOs, and paraplanners, as well as fund selectors from independent and national advice firms
across the UK. This is
your chance to tell us which DFMs have supported you through an eventful 12 months, and to share feedback on where the industry can raise its game.
We’ll crunch all of your scores together (don’t worry – they’ll remain completely anonymous) to recognise the best wealth manager firms.
The voting will be open until Friday 21 January 2022 and the winners will be announced at the Citywire Wealth Manager Conference and Awards in March 2022. If you are an adviser and you have any questions, please contact us
here. If you are a DFM who wants to know more, then get in touch
here.
--
Data and comments collected in this survey will be used to calculate the Citywire Adviser Choice Awards. They may also be used to generate editorial coverage in print and online, and a report based on aggregated data and comments, to be presented within and outside Citywire. All coverage will be anonymised, with no personal data being passed on to third parties. By completing the survey, you expressly consent to your data being processed in this way. Citywire Terms and Conditions and Privacy Policy can be found here and here respectively.