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Personal Finance Society announce 2017 Personal Finance Awards finalists

Finance Awards news for Financial Advisers and Paraplanners

16 Nov 2017

Personal Finance Society announce 2017 Personal Finance Awards finalists

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

AAB Wealth

Capital Asset Management

First Wealth


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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