Count Financial nominated for Dealer Group of the Year Award


Count Financial has been nominated for Dealer Group of the Year in the IFA Excellence Awards for 2021.

This award recognises the dealer group that has most effectively driven business growth during 2020, utilising a range of business development principles and tactics.

In the past 12 months, 57 new advisers have joined Count Financial’s national adviser community, which is now delivering more advice than ever before. So far this year Count Financial has seen a 59% uplift in advice documents issued compared to the corresponding period in 2020.

Matthew Rowe, CEO and Managing Director at CountPlus, said that the award nomination was testament to their outstanding adviser community and dedicated Count Financial team.

“Our business has grown significantly in the past year thanks to the investments we have made in technology which improve the productivity of our advisers. This makes Count Financial an attractive licensee offer quality financial advisers who want to be part of a clean, sustainable licensee. In the year ahead we will continue to invest in solutions that improve the advice delivery process, support business growth and foster the ongoing professional development and education of our advisers.”

Count Financial has also been nominated for Innovator of the Year award following the successful rollout of new digital client engagement tools and optimised advice document templates.

The IFA Excellence Award winners will be announced at a special gala dinner in November.

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