The Personal Finance Institute has launched the 2023/24 PFS Personal Finance Awards. Financial planners and businesses must enter by July 14th.
After two judging stages, the winners will be announced in October.
PFS said the award “is an opportunity to showcase the success and recognize outstanding achievements of individuals and companies striving to deliver superior consumer outcomes.”
Last year, Hazel Bowen won Chartered Financial Planner of the Year and The Private Office won Chartered Financial Planning Firm of the Year.
Previous Personal Finance Award winners include Carla Brown, 2021 Chartered Financial Planner of the Year and 2021 Chartered Financial Planning Firm of the Year. Mr. First Wells is included.
Each category is reviewed by a panel of sector practitioners and experts appointed by the Personal Finance Institute.
The panel represents a wide range of knowledge and experience from across the industry and is made up of consumer representatives, media representatives, chartered financial planners and personal finance association directors.
The Personal Finance Awards were created in 2009, and PFS said the winners will be given an “opportunity to increase credibility, strengthen client relationships and attract new talent.”
Award category
- Certified Financial Planner
- Licensed Financial Planning Office
- Retirement and old age advice specialist
- Investment Advice Specialist
- Advocate for Equality, Diversity and Inclusion
- para planner
- education champion
- Personal Finance News Outlet of the Year
Click here for details on prizes, including how to apply. here.