The Personal Finance Society has launched its 2023/24 PFS Personal Finance Awards and Financial Planners and firms have until 14 July to enter.
The winners will be announced in October, following two judging stages.
The PFS said the awards “are an opportunity to showcase success, and celebrate the remarkable achievements of individuals and firms who strive to deliver exceptional consumer outcomes.”
Last year, Hazel Bowen was awarded Chartered Financial Planner of the Year, and The Private Office received the award for Chartered Financial Planning Firm of the Year.
Previous Personal Finance Award winners include Carla Brown, Chartered Financial Planner of the Year 2021 and First Wealth, Chartered Financial Planning Firm of the Year 2021.
Each category is judged by a panel of sector practitioners and experts appointed by the Personal Finance Society.
The panel represents a breadth of knowledge and experience from across the industry, consisting of consumer representatives, media representatives, a Chartered Financial Planner and a Personal Finance Society Board director.
The Personal Finance Awards were established in 2009 and the PFS said winners are given “the opportunity to increase credibility, strengthen client relationships, and attract new talent.”
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
Full details of the awards, including information on how to enter, can be found here.
