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Best Paraplanning Service - The 2025 Money Marketing Awards

Chay Fox, Operations Director
16/06/2025
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We are delighted to announce that our Paraplanning Team has been shortlisted for the Best Paraplanning Service in the 2025 Money Marketing Awards.

These awards celebrate the pinnacle of achievement in the Financial Services sector and offer an unparalleled opportunity for professionals and organisations to shine amongst the industry's elite, recognising dedication, innovation, and impactful contributions to the profession.

The Money Marketing Awards are more than just accolades, they are a testament to the hard work and ingenuity that drive the financial services industry forward. These awards highlight those who have made significant strides in their field, setting new benchmarks for excellence, so for our Paraplanning team to be on the shortlist of five firms from all the many entries submitted is a significant achievement.

The journey to winning a Money Marketing Award involves a comprehensive three-stage process:

Crowe Financial Planning entry form submission

We were required to complete an entry form providing our responses to multiple questions, including the following:

  • details of the level of support we offer as advisors working for our firm to ensure the best client outcomes are achieved
  • document any milestones we are especially proud of that our paraplanning service has hit over the past 12 months
  • how has the Consumer Duty informed the way we have developed the paraplanning service over the past 12 months?
  • details of any other specific achievements our company accomplished/improvements that have been made within our company over the last year.
Judging panel review

Once the entry forms were submitted, a panel of esteemed judges from the industry reviewed the submissions. They assessed each entry based on a set of criteria designed to identify the most deserving candidates.

Shortlist announcement and interviews

The shortlisted firms have now been announced and will be followed by interviews with the judges. These interviews provide an opportunity for the finalists to present their case directly to the panel and this is being handled for Crowe Financial Planning by Zoe Hitchcock our Paraplanning Manager.

The shortlisted firms will be debated by an industry panel who will decide the winners.

Awards evening

The culmination of this process is the grand Awards evening, which will be held on Thursday 11 September.

As a firm, we are incredibly proud of our Paraplanning team and the exceptional quality of work they deliver day in and day out. Their dedication and hard work are a key driving force behind our success, and we are thrilled to see their efforts recognised on such a prestigious platform.

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