Several Financial Planning and wealth management companies have won 2026 Client Experience Awards from ratings firm VouchedFor which uses consumer reviews to rate advice firms.
Defaqto-owned VouchedFor says the awards, presented yesterday and now in their second year, were based on more than 90,000 verified reviews collected through the firm’s platform.
The company says the awards spotlight advice firms, “consistently delivering strong outcomes and service for their clients.”
Among the winners were Ryley Wealth Management (for Client Care Financial Management), AAB Wealth Chartered Financial Planners (for Client Communication) and Sandringham Financial Partners (Large Financial Advice Firms).
Sylvan Financial Management and Forvis Mazars also won awards for their advice. Westminster Wealth Management LLP was highlighted for being a 'client champion.'
Individual award winners include Nouran Moustafa for Adviser of the Year (Financial Advice).
Winners of the 2026 VouchedFor Client Experience Awards:
Client Care Financial Advice
Ryley Wealth Management
Client Care Mortgage Advice
Four – Nations Mortgages
Client Care Protection Advice
Durham Mortgage Solutions
Client Experience
Haworths Financial Services Ltd
Client Trust
Broom Consultants Ltd
Client Communication
AAB Wealth Chartered Financial Planners
Client Impact
Newcastle Financial Advisers Limited
Client Champion
Westminster Wealth Management LLP
Firm of the Year Small Financial Advice Firms
Sylvan Financial Management
Firm of the Year Medium Financial Advice Firms
Forvis Mazars
Firm of the Year Large Financial Advice Firms
Sandringham Financial Partners
Firm of the Year Small Mortgage and Protection Advice Firms
Roxton Wealth Ltd
Firm of the Year Large Mortgage and Protection Advice Firms
Just Mortgages
Adviser of the Year Financial Advice
Nouran Moustafa
Adviser of the Year Mortgage Advice
Sheena Campbell
Harriet Spurrell, head of customer success at VouchedFor, said: “The Client Experience Awards take a genuinely different approach to recognising excellence, with winners decided entirely by client feedback – not judges.
“In our second year, it’s fantastic to see the awards continue to unite leaders from across the advice profession, celebrating the brilliant work advisers do for their clients and setting the standard for what great client experience looks like. We’d like to thank our headline supporters, BlackRock and Fundment, for making this event possible.”
Heather Christie, head of UK adviser sales at BlackRock, said: “High-quality financial advice plays a vital role in helping people feel calm, confident, and in control of their financial future. What makes the VouchedFor Client Experience Awards so powerful is that they are grounded entirely in client feedback, highlighting the advisers and firms who are leading the industry in consistently delivering meaningful outcomes and building trust.”
Fundment founder & CEO Ola Abdul, said: “We know advisers set the standard for client experience every day. They’re the ones guiding clients and their families through uncertainty and making sure advice gets results.”
Elevation offers completely private feedback, industry benchmarks, and a real-time Consumer Duty Report. That’s why more than 1,000 advisers from leading advice firms have chosen Elevation as their preferred survey solution for Consumer Duty.
VouchedFor is part of Defaqto Unity, a unified operating model for advice firms.