16 Nov 2017
The Personal Finance Society have confirmed the finalists for their 2017 Personal Finance Awards, which this year have been expanded to 14 different categories.
Member Awards (finalists in alphabetical order under each):
Chartered Financial Planner of the Year
Phillip Rose - Group IFA
Gemma Siddle - Eldon Financial
Natalie Wright - Mazars
Chartered Financial Planning Firm of the Year
Capital Asset Management
Investment Advice Specialist of the Year
Olivia Bowen - Castlefield
Richard Jones - St James Place
Robert Little - Bob Little & Co
Retirement and Later Life Advice Specialist of the Year
Allan Cruse - Strategic Solutions
Vanessa Townsend - Springfield Financial Services
Paraplanner of the Year
Grahame Hopper - VWM Wealth
Caroline Richmond - HFM Columbus
Mortgage & Protection Advice Specialist of the Year
Natasha Phillips - Simpson Financial Services
Rachel Lane - Group Rapport
The awards are again being held in association with NS&I and in support of the On Course Foundation, who promote the recovery of injured and sick service personnel and veterans through 40 annual golf events.
They will be presented at a gala dinner on 22 November at London’s Camden Roundhouse, hosted by actor/broadcaster and former MP, Gyles Brandreth.
Personal Finance Society chief executive, Keith Richards, commented: “Now in their ninth year, our awards not only recognise excellence in financial planning but also the important and influential role that personal finance journalism plays.
“Once again, we received a record number of nominations, reflecting the growing reputation for expertise and public confidence that the adviser community is working very hard to propagate. The awards are a true reflection of the society’s strapline: standards, professionalism and trust”
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