We are thrilled to reveal the shortlist for the Young Financial Planner Awards 2025.
This year’s entries were nothing short of exceptional and our judges faced an incredibly tough task whittling down the entries.
But after a rigorous process, they’ve now selected a group of truly worthy finalists.
Congratulations to everyone named! You can view the full shortlist here
Winners will be announced live at MMI London on Thursday 9 October – a CPD-accredited conference bringing together the brightest minds in the profession.
It will once again take place at Convene, 155 Bishopsgate, this year’s event promises yet another mix of insight and debate.
The agenda is packed with hard-hitting panels, practical sessions and policy updates designed to help advisers navigate complexity with confidence.
We’ll cover everything from the future of retirement planning and tax reform to the Advice Guidance Boundary Review and how AI is changing the way firms operate.
You’ll hear directly from the Financial Conduct Authority (FCA), join discussions on the continuing wave of consolidation and dive deep into the geopolitical trends shaping the client agenda.
We’re also bringing you a standout speed networking session — a unique opportunity for early-career professionals to meet senior leaders and mentors in a supportive, structured setting.
Interactive workshops will tackle everything from protection advice and inclusive planning to tech integration and succession strategy. In other words, the kind of content that turns insight into action.
As an added boost, all attendees will get five hours of valuable CPD.
You can register for free here.
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For more practical information on how to get started in financial advice, please visit our Future Financial Adviser community. We tell you how to take the first steps, how to get ahead and what attributes you need to flourish. Even better, we can put you in touch with helpful contacts.
