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 2021
News

Financial planning stars applauded at Personal Finance Awards

Share on
  • Twitter
  • Facebook
  • Linked in
  • Mail
  • Print
Open-access content Thursday 2nd December 2021
web_p7_PFS-Awards.png

London-based First Wealth has been named the PFS’s Chartered Financial Planning Firm of the Year at the Personal Finance Awards 2021 with Carla Brown, founder and managing director of Oakmere Wealth Management, named Chartered Financial Planner of the Year.

The winners were announced by comedian Shappi Khorsandi at a virtual ceremony held in association with Just in November.

First Wealth, founded in 2008, was chosen due to its client-centricity, unparalleled investment in people and ongoing quest for innovation and improvement.

Robert Caplan, founder and financial planning director of First Wealth, said: “This award means so much to us, all of the team and all of the clients at First Wealth.

“When you look at the objectives that we set ourselves every single year, for the last four or five years, top of that list has been to be named Chartered Financial Planning Firm of the Year, so to finally win that award means the absolute world.

“We believe this is just the start for First Wealth. We have loads of dreams, goals and ambitions that we believe will help change and shape the future of the financial services profession.”

This year’s award winners also included:

  • Paraplanner of the Year – Nathan Jones, technical and financial planning support manager at Blue Wealth.
  • Mortgage & Protection Advice Specialist of the Year – Rousseau Khan, director at PLZ Finance & Mortgage Management Company.
  • Education Champions of the Year – Robert Boland, Chartered financial planner at Cotswold Independent Financial Services; and Hazel Bowen, financial planner at Tilney Financial Planning.
  • Investment Advice Specialist of the Year – Nick Grogan, Chartered financial planner at PWS Financial Consulting.

Read our article on the winners of this year’s Personal Finance Awards here.

Linked PFP_Winter 2021.jpg
This article appeared in our WINTER 2021 issue of Personal Finance Professional .
Click here to view this issue

You may also be interested in...

web_p6_-ITN-Productions-Industry-News.png

PFS and ITN launch building financial resilience programme

The PFS has partnered with ITN Productions Industry News to produce a news-style programme, titled Building Financial Resilience, which explores the importance of financial planning in a pandemic-informed world.
Thursday 2nd December 2021
Open-access content
web_p7_-new-chair-of-the-Society-of-Mortgage-Professionals_iStock-1139348408.png

SMP appoints new chair and vice-chair

Carlos Thibaut, formerly CEO of 360Dotnet, is to become the new chair of the Society of Mortgage Professionals (SMP) from the end of the year.
Thursday 2nd December 2021
Open-access content
web_p8_Lisa-Marie-Janes.png

Winners of the Personal Finance Media Awards revealed

The winners of the Personal Finance Society Media Awards 2021 were announced during a virtual ceremony in November.
Thursday 2nd December 2021
Open-access content
web_p8_Armed-Forces_iStock-1221154310.png

Armed forces personnel need mortgage guidance

The PFS and Society of Mortgage Professionals are calling on mortgage advisers to sign up to Forces Moneyplan and assist the growing number of Armed Forces personnel wanting home financing guidance.
Thursday 2nd December 2021
Open-access content
web_p8_-Talk-Money-Week_iStock-157627883.png

PFS supports talk money week 2021

The PFS took part in Talk Money Week, an annual awareness campaign coordinated by the Money and Pensions Service, by encouraging members to start a conversation with family and friends about later-life and care funding.
Thursday 2nd December 2021
Open-access content
web_p9_World-Financial-Planning-Day_iStock-911026546.png

Teachers want financial advisers back in the classroom

As World Financial Planning Day was held in October, teachers called for more PFS members to go back to school.
Thursday 2nd December 2021
Open-access content

Latest from News

fx

PFS Publishes Consumer duty good practice guide for financial advisers

In support of the Financial Conduct Authority’s (FCA) flagship regulatory reform, the Consumer Duty, the PFS has created a good practice guide for personal finance firms.
Friday 17th February 2023
Open-access content
zx

PFS responds to future disclosure framework discussion

The Financial Conduct Authority (FCA) has published its Discussion Paper on a Future Disclosure Framework.
Friday 17th February 2023
Open-access content
td

PFS hosts first graduation ceremony since 2019

The PFS once again welcomed members to a graduation ceremony for those qualifying as Chartered financial planners, Associates or Fellows of the PFS in the period 1 July 2019 to 30 June 2022.
Friday 17th February 2023
Open-access content

Latest from WINTER 2021

web_p5_opinion_shutterstock_1819921349.png

Opinion - Turbulent times

Matthew Connell examines the effect of the recent Budget on the advice market and wider economy
Thursday 2nd December 2021
Open-access content
web_p9_diversity_iStock-1178856357.png

Financial planners reveal main aim of EDI policies

Almost a quarter of financial planners have revealed the main aim of their diversity and inclusion programmes is to prevent discrimination, a survey of PFS members has revealed.
Thursday 2nd December 2021
Open-access content
web_p9_financial-advice_iStock-1135204036.png

Profession prepares for bounceback

NextWealth and the PFS’s latest Financial Advice Business Benchmarks (FABB) report shows the profession is all about growth in 2021, with optimism for a strong bounceback after the challenges of 2020.
Thursday 2nd December 2021
Open-access content
Share
  • Twitter
  • Facebook
  • Linked in
  • Mail
  • Print

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