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Organizer | Personal Finance Society |
Submission deadline |
27 Jul 2018 5:00am BST
(over 6 years ago)
In your time zone: Jul 27 12am EDT |
Date Awarded |
22 Nov 2018 5:00am GMT
(about 6 years ago)
In your time zone: Nov 22 12am EST |
Region | EMEA |
The Personal Finance Awards recognise those committed to high professional standards who strive to deliver the best possible outcomes for consumers through education, guidance and advice.
Categories:
• Members Awards
• Chartered Financial Planner of the Year
• Chartered Financial Planning Firm of the Year
• Retirement and Later Life Advice Specialist of the Year
• Investment Advice Specialist of the Year
• Mortgage & Protection Advice Specialist of the Year
• Paraplanner of the Year
• MoneyPlanner of the Year
Media Awards
• Personal Finance Consumer Champion of the Year
• National Newspaper Personal Finance Section of the Year
• National Newspaper Personal Finance Journalist of the Year
• National Newspaper Personal Finance Newcomer of the Year
• Trade Press Personal Finance Journalist of the Year
• Trade Press Personal Finance Publication of the Year
2017 Winners:
• Chartered Financial Planner of the Year - Phillip Rose - Group IFA
• Chartered Financial Planning Firm of the Year - Capital Asset Management
• Investment Advice Specialist of the Year - Olivia Bowen - Castlefield
• Retirement and Later Life Advice Specialist of the Year - Allan Cruse - Strategic Solutions
• Paraplanner of the Year - Grahame Hopper - VWM Wealth
• Mortgage & Protection Advice Specialist of the Year - Rachel Lane - Group Rapport
• Special Award for Outstanding Consumer Engagement - Pete Matthew - Jacksons Wealth Management
• MoneyPlanner of the Year - James Lawton
• Personal Finance Consumer Champion of the Year - Jeff Prestige - The Mail on Sunday
• National Newspaper Personal Finance Journalist of the Year - Sarah O'Grady - Daily Express
• National Newspaper Personal Finance Section of the Year - The Mail on Sunday - Money
• National Newspaper Personal Finance Newcomer of the Year - Paul Thomas - Money Mail
• Trade Press Personal Finance Journalist of the Year - Christine Dawson - New Model Adviser
• Trade Press Personal Finance Publication of the Year - New Model Adviser / Citywire