St. James’s Place (SJP) has announced its seventh Annual Chartered Award winners, recognising individuals and firms within the SJP Partnership that have continued to raise professional standards and demonstrated a commitment to the profession and to their clients.
In this year’s awards, Amy Gray of Amy Gray Wealth Management was named SJP Chartered Planner of the Year. Amy has spent almost 20 years in financial services and established her SJP Partner Practice in 2021.
Commenting on the accolade, Amy Gray said: “I’m absolutely delighted to be named SJP’s Chartered Financial Planner of the Year, following in the footsteps of some wonderful previous winners and being recognised for my passion for this profession and my clients. I’m very grateful for the support I get every day from my clients, colleagues, family and friends and I feel honoured to have been recognised in this way alongside my peers. “
Other Chartered Award winners recognised for their commitment to professional standards and going above and beyond for their clients.
- Bellamy Wealth Management won SJP Chartered Firm of the Year
- Adam Johnson of New Forest Wealth Management was announced Vulnerability Champion of the Year
- Dave Southby Financial Planning was crowned SJP Responsible Business of the Year
- Victoria Mellor of Parnell Financial Management was awarded SJP Paraplanner of the Year
Alexandra Loydon, Director of Advice Policy & Operations at St. James’s Place, says: “These awards are a testament to the dedication and commitment across our Partnership to professional development and delivering exceptional expertise to clients. Our industry thrives on providing invaluable advice, and today’s five winners should be immensely proud of their achievements in upholding the highest standards for their clients.
“At SJP, we actively encourage our community of advisers and paraplanners to continually enhance their knowledge and skills. Whether through attaining Chartered status with professional bodies or participating in our Masters’ programme in collaboration with the University of Gloucestershire, we are committed to supporting their professional growth.”
Chartered at St. James’s Place
One of the leading providers of financial advice in the UK, St. James’s Place is committed to maintaining the highest professional standards across the industry and ensuring clients have access to industry leading knowledge and expertise.
Demonstrating this commitment, SJP has developed an extensive programme of initiatives to help its representatives achieve Chartered Planner status. 1,182 individuals across SJP and its Partnership now hold a Chartered title awarded by one of the professional bodies (including Chartered Financial Planner, Chartered Wealth Manager, Chartered Associate and Chartered Financial Analyst), while 54 of SJP’s Partner Practices hold Chartered status and 28% of all SJP Partner Practices have a resident Chartered Adviser.
