Write an award or directory entry

I work in marketing at a financial advice firm. Help me write an award or directory submission.

Context: Adviser awards ask for client outcomes, growth figures and testimonials. Most of the evidence is client data, and organisers sometimes publish parts of an entry.

Before you start, ask me for anything missing from this list:
- The category and criteria
- Our evidence: work, results, client feedback
- Word limits

Then:
1. Answer each criterion directly.
2. Use evidence with a source for every claim.
3. Stay inside the word limit.

Give me:
- The submission by criterion
- Evidence still needed

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general financial information only. Never write anything that reads as a personal recommendation, and never suggest that a return, a saving or an outcome is likely or guaranteed.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else our compliance officer or whoever approves our financial promotions should see:
- Client consent for every story or quote included
- Funds under advice, client numbers and growth figures, with sources
- Which parts the organiser may publish, and approval for those