Personal Finance Awards 2023/24 | Personal Finance Society | 14 July 2023 | TBA
Venue
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| Organizer | Personal Finance Society |
| Submission deadline |
14 Jul 2023 5:00pm BST
(over 1 year ago)
In your time zone: Jul 14 12pm EDT |
| Region | EMEA |
Details
The Personal Finance Awards recognise and celebrate outstanding individuals and firms who strive to deliver exceptional consumer outcomes within the financial planning profession. Shining the spotlight on those who excel in delivering high standards and commit to continuous improvement, the awards are an opportunity to showcase success and celebrate remarkable achievements.
Award Categories
• Chartered Financial Planner
• Chartered Financial Planning Firm
• Retirement & Later Life Advice Specialist
• Investment Advice Specialist
• Equality, Diversity & Inclusion Champion
• Paraplanner
• Education Champion
• Personal Finance News Outlet of the Year
Past winners
2022/23 Winners
Member Awards
Chartered Financial Planning Firm of the Year
• The Private Office
Chartered Financial Planner of the Year
• Hazel Bowen
Paraplanner of the Year
• Marlena Eltringham
Investment Advice Specialist of the Year
• Andrew Day
Retirement and Later Life Specialist of the Year
• Ailsa Thomas
Mortgage and Protection Specialist of the Year
• Yasir Al-Din
Education Champion of the Year
• Daniel Williams
Media Awards
Personal Finance Consumer Champion of the Year
• Jeff Prestrige – Mail on Sunday
National Newspaper Personal Finance Section of the Year (joint winners)
• The Telegraph
• The i Newspaper
National Newspaper Personal Finance Journalist of the Year
• Claer Barrett – Financial Times
National Newspaper Personal Finance Newcomer of the Year
• Rachel Mortimer – The Telegraph
Trade Press Personal Finance Publication of the Year
• FTAdviser
Trade Press Personal Finance Journalist of the Year
• Simoney Kyriakou – FTAdviser