The Personal Finance Society Personal Finance Awards 2024/25 are now open for entry, include prestigious awards for Chartered Financial Planner of the Year and Chartered Financial Planning Firm of the Year.

The awards recognise excellence across the personal finance profession and are an opportunity to showcase success, and celebrate those striving to deliver exceptional consumer outcomes.

Last year Emma Hall FPFS, a Chartered Financial Planner at Bristol-based 75point3, won the Chartered Financial Planner of the Year award.

Meanwhile AAB Wealth in Aberdeen won the Chartered Financial Planning Firm of the Year.

Entries for this year’s awards close on 9 July and the winners will be announced in October. The judging process includes independent review from technical experts, and a panel of sector practitioners and experts appointed by the PFS, representing knowledge and experience from across the industry.

The Personal Finance News Outlet of the Year award – which Financial Planning Today was short-listed for in 2023 - is voted for by PFS members.

Anthony Ward, president of the PFS, said: “The PFS Personal Finance Awards are a wonderful opportunity to recognise the remarkable firms and individuals who are driving our profession forwards with their continued commitment to excellence.

“It is a great honour to celebrate the exceptional work and achievements of PFS members, and we look forward to receiving entries from across the country for this prestigious event.”

The Personal Finance Awards were established in 2009 to offer winners the benefit of increased credibility across networks, stronger client relationships, and the ability to attract new talent.

Award Categories

• Chartered Financial Planner of the Year
• Chartered Financial Planning Firm of the Year
• Retirement & Later Life Advice Specialist of the Year
• Investment Advice Specialist of the Year
• Equality, Diversity & Inclusion Champion of the Year
• Paraplanner of the Year
• Education Champion of the Year
• Media Award: Personal Finance News Outlet of the Year
• Mortgage and Protection Advice Specialist of the Year Award

Full details of the Awards, including information on how to enter, can be found here.