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.
