Leeds-based The Private Office has been named the PFS’s Chartered Financial Planning Firm of the Year.
The winners of the Personal Finance Awards 2022, held in association with Just, were announced by actress, television presenter and comedian Sally Phillips, during a ceremony at the Festival of Financial Planning at the Birmingham NEC.
The Private Office was chosen as Chartered Firm of the Year due to its approach to attracting fresh talent to the profession, with its trainee adviser academy producing 25 qualified financial planners
Judges also praised the firm for committing to gift 25% of the organisation’s future value to Restore Our Planet, a grant-making charity that invests in the protection and restoration of Britain’s natural habitat.
Picking up the award for Chartered Financial Planner of the Year was Hazel Bowen, director and Chartered financial planner at Coutts. Ms Bowen impressed judges with her client-centric approach, financial education work and the way she has challenged perceptions of socioeconomic mobility in the profession.
The full list of winners is:
Chartered Financial Planner of the Year – Hazel Bowen, director and Chartered financial planner at Coutts
Chartered Financial Planning Firm of the Year – The Private Office
Paraplanner of the Year – Marlena Eltringham, paraplanner at BRI Wealth Management
Mortgage & Protection Advice Specialist of the Year – Yasir Al-Din, Chartered financial planner at Palm Financial Services Independent Financial Adviser
My Personal Finance Skills Education Champion of the Year – Daniel Williams Investment Advice Specialist of the Year – Andrew Day, Chartered financial planner and founder of Depledge Strategic Wealth Management
Retirement & Later Life Advice Specialist of the Year – Ailsa Thomas, Chartered financial planner and director of Springfield Financial Services Equality, Diversity & Inclusion Champion – Allard Whiteley Associates.
Read our interview with our award winners on page 15 of PFP
