Our Member Awards showcase excellence in professional financial planning. Recognising the invaluable services offered to individuals, families and firms, these awards celebrate the fantastic work delivered by advisers, paraplanners and their support teams, to provide clients with the confidence and clarity to help them meet their financial needs and long-term aspirations.
The winners were announced during a virtual awards ceremony hosted by comedian Shappi Khorsandi on 2 November 2021.
Paraplanner of the Year – Nathan Jones | |
Education Champion of the Year – Robert Boland (Joint winner) | |
Education Champion of the Year – Hazel Bowen (Joint winner) | |
Mortgage & Protection Advice Specialist of the Year – Rousseau Khan | |
Retirement and Later Life Advice Specialist of the Year – Michael Colyer | |
Investment Advice Specialist of the Year – Nick Grogan | |
Chartered Financial Planner of the Year – Carla Brown | |
Chartered Financial Planning Firm of the Year – First Wealth |