Congratulations to the winners of the PFS 2017 Personal Finance Awards

by | Nov 28, 2017

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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.”



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