Financial Planner Nicola Ellis CFP MCSI of Glasgow-based Wellington Wealth has won the Certified Financial Planner of the Year Award in the CISI Financial Planning Awards.
STEP, the global professional body for trust and estate practitioners, announced the winners of its 2025 Private Client Awards last night during a ceremony at the London Hilton on Park Lane.
Lancashire-based Financial Planner Brett Garlick of Bury Financial Advisers won the Financial Adviser of the Year category at the recent VouchedFor Client Experience Awards.
Wealth management trade association PIMFA has invited entries for its fifth Diversity & Inclusion Awards.
Chartered Financial Planner Amy Gray, of Amy Gray Wealth Management in Hull, has been named St James's Place Chartered Financial Planner of the Year in St James’s Place seventh Annual Chartered Awards.
The 2025 STEP Private Client Awards, partly sponsored by Evelyn Partners, are now open for entries.
Leading global Financial Planning figures Financial Planners Elaine Bedel CFP, Kevin R Keller CAE, Tim Kochis CFP and Ulf Mannhardt CFP have been awarded the 2024 FPSB Noel Maye Award for Outstanding Contribution to the Profession.
Michael Colyer, principal of SJP practice Colyer Associates in Yorkshire, has won the prestigious Chartered Financial Planner of the Year Award.
Nicholas Grogan CFP, Chartered FCSI of Liverpool-based PWS Financial Consulting, has won the prestigious Certified Financial Planner Professional award from the CISI.
Stonehage Fleming’s advice team won two awards, including Financial Advisor Team of the Year, at the STEP 2024 Private Client Awards last night.
Page 1 of 3