Skip to main content
Personal Finance Professional – setting standards and guiding the profession - return to the homepage Personal Finance Professional logo
  • Search
  • Visit Personal Finance Professional on Instagram
  • Personal Finance Professional on Twitter
  • Visit @PersonalFinanceSociety on Facebook
Visit the website of the Chartered Insurance Institute Logo of the Chartered Insurance Institute

Main navigation

  • Home
  • News
  • News analysis
  • Features
  • Study room
  • Opinion
  • PFS Radio
  • Digital magazine
Quick links:
  • Home
  • Personal Finance Professional Issues
  • WINTER 2022
News

Personal Finance Awards winners named

Share on
  • Twitter
  • Facebook
  • Linked in
  • Mail
  • Print
Open-access content Friday 2nd December 2022
yt

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

Linked PFP_Winter2022 v2.jpg
This article appeared in our WINTER 2022 issue of Personal Finance Professional.
Click here to view this issue
Also filed in
News

You might also like...

Share
  • Twitter
  • Facebook
  • Linked in
  • Mail
  • Print

Today's top reads

BECOME A MEMBER

BECOME A MEMBER

SUBSCRIBE TO PRINT

SUBSCRIBE TO PRINT
PFP
​
FOLLOW US
Twitter
LinkedIn
Youtube
CONTACT US
Tel: +44 (0) 20 7880 6200
Email
Advertise with us
​

About the PFS

About us
Membership
Qualifications
Events

PFP magazine

Digital magazine
Podcasts
Blog
News

General Information

Privacy Policy
Terms & Conditions
Cookie Policy
Think Green

Get in touch

Contact us
Advertise with us
Write for PFP Magazine
Want to receive PFP Magazine
Not a member but interested in knowing more? Click here.

© 2023 • PFP Magazine is published by Redactive Media Group. All rights reserved. Reproduction of any part is not allowed without written permission.

Redactive Media Group Ltd, 71-75 Shelton Street, London WC2H 9JQ