Yesterday the Personal Finance Society (PFS) held its 15th annual Personal Finance Society Awards ceremony, celebrating the individuals and firms who deliver exceptional consumer outcomes within the financial planning profession. Hosted by Claudia Winkleman, the occasion shone a spotlight on those who excel within their work, in an opportunity for the sector to recognise the success and remarkable achievements of the previous year.
Speaking at the awards, Anthony Ward, President of the PFS, said: “I would like to congratulate and thank the winners, as well as everyone who has been nominated, for the contribution they have made to our profession, clients, consumers, and the public this year. They are exceptional professionals, leaders and ambassadors, and should be very proud of their achievements. The PFS Awards are an opportunity to celebrate the fantastic work delivered by advisers, paraplanners and their support teams across the UK and beyond. The winners have excelled in delivering high standards, consistent with the PFS vision, providing their clients with the confidence and clarity to help them meet their financial needs and long-term aspirations.”
List of winners
Emma Hall FPFS, Chartered Financial Planner Chartered Financial Planner of the Year
AAB Wealth Chartered Financial Planning Firm of the Year
Alina Burlacu DipPFS Education Champion of the Year
Michael Colyer FPFS, Chartered Financial Planner Investment Advice Specialist of the Year
Michelle Holgate DipPFS Equality, Diversity and Inclusion Champion of the Year
Alison Lawler Paraplanner of the Year
Nicola Crosbie FPFS, Chartered Financial Planner Retirement and Later Life Advice Specialist of the Year
FTAdviser Personal Finance News Outlet of the Year
