Voting for the Adviser Choice Awards 2024 is now open, and Citywire needs your help to recognise the discretionary fund managers who have really excelled over the past year by providing a stellar client experience and excellent value for money.

This year, Citywire are asking you to select up to five DFMs you work with and to score them across different factors. They 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 Citywire which DFMs have supported you through an eventful 12 months, and to share feedback on where the industry can raise its game.

In asking you to share honest and anonymous feedback on the DFMs you work with, Citywire want to identify and celebrate the best in the business and support the wealth management community in raising service standards.

Responses will be aggregated together to award the best DFM firms across the UK, and the winners will be announced at the Citywire Wealth Manager Conference and Awards on 07 March 2024.

The deadline for responses is 12 January 2024, so don't delay, just click below to have your say today.
 

If you would like to speak with us about the Adviser Choice Awards, or our discretionary investment management services in general, please get in touch with our UK Business Development Manager today.