On Wednesday, 21 November, the Personal Finance Society (PFS) held its 2017 Personal Finance Awards dinner, sponsored by NS&I, at the Camden Roundhouse in London. It was a glittering ceremony which reflected the standards of excellence demonstrated by so many worthy candidates who had entered the awards.
The whole team at IFA Magazine wishes to congratulate all the award winners as well as those who were runners up.
The flagship award of the year went to Philip Rose of Group IFA, who was named as Chartered Financial Planner of the Year. Philip is pictured above (centre) receiving his award from Ian Ackerley, chief executive officer for NS&I (left), together with host, Gyles Brandreth.
Among the other awards was a very popular posthumous ‘lifetime achievement’ honour for AJ Bell’s head of platform technical, Mike Morrison, who died suddenly earlier this month at the age of just 55.
The winners include:
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
Lifetime Achievement Award
Mike Morrison – AJ Bell
MoneyPlanner of the Year
James Lawton – Futures Assured
The nine main awards above were again complemented by a further six media awards for both the consumer and trade press.
“The exceptionally high standard of the candidates presented the judges with an extremely difficult choice in every single category, which is testament to the expertise and excellence of all that were shortlisted,” commented Personal Finance Society chief executive, Keith Richards.
“We commend their professionalism across the board and the important role they play in raising standards and inspiring public trust.”
