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Award Categories

The categories for the 2025 Yorkshire Financial Awards

The Yorkshire Financial Awards categories are open to everyone involved in financial services within Yorkshire, from outstanding trainees to regional directors, as well as wealth managers, financial advisers and fintechs. The purpose of the awards is to celebrate the successes of those organisations, teams and individuals who have excelled within the region.

Find the categories and criteria, key information and links, and the all-important buttons for the entry form below. Good luck!

Providers

  • Accelerator of the Year

    Open to all business accelerator and incubator programmes in Yorkshire 

    1. What is accelerator/incubator’s approach to encouraging and supporting local entrepreneurs and startups?
    2. In what ways are the accelerator/incubator’s facilities (physical and digital) high-specification?
    3. To what extent are the accelerator/incubator mentoring and partner services best in class?
    4. What case studies can the accelerator/incubator provide demonstrating portfolio/client businesses’ success and the contribution of the accelerator/incubator?
    5. What recognition has the accelerator/incubator received from third parties for its efforts? 
  • Broker of the Year

    Open to all brokers of any insurance line in Yorkshire 

    1. How diverse and competitive is the insurance broker’s pool of insurer partners? 
    2. In what ways are the insurance broker’s products and services innovative and market-leading? 
    3. How well equipped is the insurance broker in terms of knowledge, experience and expertise? 
    4. To what extent does the insurance broker strive for excellence in customer service? 
    5. How are innovation and technology used to elevate the insurance broker’s offering above and beyond its competition? 
  • Employer of the Year

    Open to all providers of financial services in Yorkshire 

    1. How does the employer support professional development and advancement for employees? 
    2. What initiatives has the employer undertaken or implemented to boost morale and physical and mental health? 
    3. Has the employer created jobs in Yorkshire? If so, how many, in what areas and to what end? 
    4. What outreach does the employer undertake, in order to attract talent and raise awareness about the business? 
    5. What recognition has the employer received from third parties for its efforts? 
  • Independent Financial Adviser of the Year
    Open to all independent practitioners offering financial advice in Yorkshire
    1. How does the financial adviser educate and empower their clients to make informed financial decisions?
    2. In what ways are the financial adviser’s products and services innovative and market-leading?
    3. How well equipped is the financial adviser in terms of knowledge, experience and expertise?
    4. To what extent does the financial adviser strive for excellence in customer service?
    5. How are innovation and technology used to elevate the financial adviser’s offering above and beyond their competition?
  • Insurer of the Year

    Open to all issuers of insurance policies in Yorkshire 

    1. How diverse and competitive are the insurer’s routes to market (eg, broker network, D2C offering)? 
    2. In what ways are the insurer’s products and services innovative and market-leading? 
    3. How well equipped is the insurer in terms of knowledge, experience and expertise? 
    4. To what extent does the insurer strive for excellence in customer service? 
    5. How are innovation and technology used to elevate the insurer’s offering above and beyond its competition? 
  • Lender of the Year

    Open to all loan providers in Yorkshire 

    1. How voluminous and diverse is the lender’s book of business? 
    2. In what ways are the lender’s products and services innovative and market-leading? 
    3. How well equipped is the lender in terms of knowledge, experience and expertise? 
    4. To what extent does the lender strive for excellence in customer service? 
    5. How are innovation and technology used to elevate the lender’s offering above and beyond the competition? 
  • Mortgage Broker of the Year

    Open to all mortgage brokers and intermediaries in Yorkshire 

    1. How diverse and competitive is the mortgage broker’s pool of mortgage providers? 
    2. In what ways are the mortgage broker’s products and services innovative and market-leading? 
    3. How well equipped is the mortgage broker in terms of knowledge, experience and expertise? 
    4. To what extent does the mortgage broker strive for excellence in customer service? 
    5. How are innovation and technology used to elevate the mortgage broker’s offering above and beyond its competition? 
  • Mortgage Provider of the Year

    Open to all providers of mortgages in Yorkshire 

    1. How diverse and competitive are the mortgage provider’s routes to market (eg, broker network, D2C offering)? 
    2. In what ways are the mortgage provider’s products and services innovative and market-leading? 
    3. How well equipped is the mortgage provider in terms of knowledge, experience and expertise? 
    4. To what extent does the mortgage provider strive for excellence in customer service? 
    5. How are innovation and technology used to elevate the mortgage provider’s offering above and beyond its competition? 
  • Restricted Financial Adviser of the Year
    Open to all individuals who offer restricted financial advice within an organisation in Yorkshire
    1. How does the financial adviser educate and empower their clients to make informed financial decisions?
    2. How does the financial adviser show integrity by recommending appropriate products for their customer?
    3. How well equipped is the financial adviser in terms of knowledge, experience and expertise?
    4. To what extent does the financial adviser strive for excellence in customer service?
    5. How are innovation and technology used to elevate the financial adviser’s offering above and beyond their competition?
  • Wealth Manager of the Year

    Open to all wealth managers providing financial management and wealth advisory services in Yorkshire, including managing estate planning and assets of affluent individuals in Yorkshire 

    1. How diverse and competitive is the wealth manager’s offering? 
    2. In what ways are the wealth manager’s products and services innovative and market-leading? 
    3. How well equipped is the wealth manager in terms of knowledge, experience and expertise? 
    4. To what extent does the wealth manager strive for excellence in customer service? 
    5. How are innovation and technology used to elevate the wealth manager’s offering above and beyond its competition? 

Products and Initiatives

  • Best ESG Campaign (New!)

    Open to all financial services organisations in Yorkshire 

    1. What ambitious ESG targets has the organisation set? 
    2. In what ways are the organisation’s senior leadership taking a top-down approach to planning, setting and executing ESG activity? 
    3. Outline at least one recent campaign that best demonstrates the organisation’s dedication of resources, strategic planning and execution and delivery of results in pursuit of its ESG ambitions. 
    4. What steps is the organisation taking to continue achieving progress in the pursuit of its ESG ambitions? 
    5. What recognition has the organisation received from third parties for its ESG campaign? 
  • Fintech Initiative of the Year

    Open to all in-house fintech teams and fintech companies in Yorkshire (fintech initiatives must be have been released in the past 12 months) 

    1. Tell us about the fintech initiative (technology-based tool, IOT initiative, technique, or system) being put forward: how does its aims, capabilities, marketing and delivery meet needs and requirements? 
    2. What is the potential of the initiative? 
    3. What are its unique selling points and what differentiates it from the competition? 
    4. Are there any inventive or innovative aspects that have been developed to bring the initiative to market? 
    5. What recognition has the initiative received from third parties? 
  • Innovative Product of the Year

    Open to all financial services organisations in Yorkshire (services and products must be have been released in the past 12 months) 

    1. Tell us about the product or service being put forward: how does its aims, capabilities, marketing and delivery meet customer needs and requirements? 
    2. What is the potential of the product/service? 
    3. What are its unique selling points and what differentiates it from the competition? 
    4. Are there any inventive or innovative aspects that have been developed to bring the product or service to market? 
    5. What recognition has the product/service received from third parties? 

Achievements

  • Outstanding Achievement Award

    Open to all individuals, teams and organisations working within financial services in Yorkshire that have made a major positive contribution to the sector in the region within the past 12 months 

    1. Tell us about the achievement being putting forward: how is it demonstrably outstanding? 
    2. To what extent was the individual/team/organisation’s contribution vital? 
    3. What were the immediate benefits to relevant stakeholders? 
    4. What about ongoing benefits? 
    5. Since the outstanding achievement, how have the learned knowledge and experience been shared so that they can be replicated? 
    6. What recognition has the achievement received from third parties? 
  • Outstanding Customer Service Award

    Open to all individuals, teams and organisations working within financial services in Yorkshire that have demonstrated excellent customer service in the region within the last 12 months 

    1. Tell us about the customer service example being put forward: how is it demonstrably outstanding? 
    2. To what extent was individual/team/organisation’s contribution vital? 
    3. How did the individual/team/organisation go above and beyond expectations for the customer? 
    4. Since the example of outstanding customer service, how have the learned knowledge and experience been shared so that they can be replicated? 
    5. What recognition has the example of outstanding customer service received from third parties? 

Teams

  • Customer Service Team of the Year

    Open to all teams that deal directly with consumers and business customers in Yorkshire 

    1. How did the team go above and beyond expectations for the customer? 
    2. How has effective teamwork led to successful customer outcomes? 
    3. How well equipped is the team in terms of knowledge, experience and expertise? 
    4. How are innovation and technology used to elevate customer service above and beyond the team’s competition? 
    5. What recognition has the team received from third parties for customer service? 
  • Financial Adviser Team of the Year

    Open to all organisations and teams providing financial advice in Yorkshire 

    1. How diverse and competitive is the organisation/team’s pool of financial product providers? 
    2. In what ways are the organisation/team’s products and services innovative and market-leading? 
    3. How well equipped are the organisation/team in terms of knowledge, experience and expertise? 
    4. To what extent does the organisation/team strive for excellence in customer service? 
    5. How are innovation and technology used to elevate the organisation/team’s offering above and beyond your competition? 
  • Investment Team of the Year

    Open to all investment management organisations and teams in Yorkshire 

    1. How diverse and competitive is the organisation/team’s investment management offering? 
    2. In what ways are the organisation/team’s products and services innovative and market-leading? 
    3. How well equipped is the organisation/team in terms of knowledge, experience and expertise? 
    4. To what extent does the organisation/team strive for excellence in customer service? 
    5. How are innovation and technology used to elevate the organisation/team’s offering above and beyond your competition? 

Talent

  • Director of the Year

    Open to all heads of departments and regional directors working within financial services in Yorkshire 

    1. How and why is the director an outstanding leader? 
    2. Have they significantly contributed to their organisation’s growth? How? 
    3. How do they demonstrate dedication to clients? 
    4. What do they contribute to staff development and welfare?
    5. How does the director contribute to the wider sector or business community? 
  • Rising Star of the Year

    Open to all individuals working within financial services in Yorkshire 

    1. Why is this person a ‘rising star’ within their organisation or the wider sector? 
    2. What does the rising star do internally to benefit the organisation and push it forward? 
    3. How does the rising star contribute to the wider sector or business community? 
    4. How has the rising star demonstrated a clear commitment to excellence, quality and innovation? 
    5. What is the rising star doing to push on and continue their pursuit for excellence? 
  • Trainee of the Year

    Open to all individuals on graduate, apprenticeship and training contracts at financial services providers in Yorkshire 

    1. When and how has the trainee demonstrated excellent standards of work? 
    2. When has the trainee gone above and beyond for the organisation? 
    3. How has the trainee contributed to client relationships and/or business development? 
    4. How has the trainee maintained high standards of professional development? 
    5. How does the trainee contribute to the wider sector or business community? 

Are you ready to enter The Yorkshire Financial Awards 2025?

These awards were developed to celebrate this incredible community, and the achievements and successes of the UK’s best and brightest.

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