The Private Finance Society has launched its 2023/24 PFS Private Finance Awards and Monetary Planners and companies have till 14 July to enter.
The winners can be introduced in October, following two judging levels.
The PFS mentioned the awards “are a chance to showcase success, and rejoice the outstanding achievements of people and companies who try to ship distinctive client outcomes.”
Final yr, Hazel Bowen was awarded Chartered Monetary Planner of the 12 months, and The Non-public Workplace acquired the award for Chartered Monetary Planning Agency of the 12 months.
Earlier Private Finance Award winners embody Carla Brown, Chartered Monetary Planner of the 12 months 2021 and First Wealth, Chartered Monetary Planning Agency of the 12 months 2021.
Every class is judged by a panel of sector practitioners and specialists appointed by the Private Finance Society.
The panel represents a breadth of information and expertise from throughout the business, consisting of client representatives, media representatives, a Chartered Monetary Planner and a Private Finance Society Board director.
The Private Finance Awards have been established in 2009 and the PFS mentioned winners are given “the chance to extend credibility, strengthen consumer relationships, and appeal to new expertise.”
Award Classes
- Chartered Monetary Planner
- Chartered Monetary Planning Agency
- Retirement & Later Life Recommendation Specialist
- Funding Recommendation Specialist
- Equality, Variety & Inclusion Champion
- Paraplanner
- Schooling Champion
- Private Finance Information Outlet of the 12 months
Full particulars of the awards, together with info on the way to enter, may be discovered right here.