You are here: cherry > Press releases for November 2017 > The PFS have announced the winners of their 2017 Personal Finance Awards

27 November 2017

Flagship award of the night – at the Chalk Farm Roundhouse on Thursday 22 November – went to Philip Rose of Group IFA, who was named as Chartered Financial Planner of the Year (picture attached, caption at end).

Among the other awards was a posthumous ‘lifetime achievement’ honour for AJ Bell’s head of platform technical, Mike Morrison, who died suddenly earlier this month at the age of 55.

Main event sponsors were NS&I.

The full list of winners comprised:

Chartered Financial Planner of the Year
Phillip Rose - Group IFA

Chartered Financial Planning Firm of the Year
Capital Asset Management

Investment Advice Specialist of the Year
Olivia Bowen - Castlefield

Retirement and Later Life Advice Specialist of the Year
Allan Cruse - Strategic Solutions

Paraplanner of the Year
Grahame Hopper - VWM Wealth

Mortgage & Protection Advice Specialist of the Year
Rachel Lane - Group Rapport

Special Award for Outstanding Consumer Engagement
Pete Matthew - Jacksons Wealth Management

Lifetime Achievement Award
Mike Morrison - AJ Bell

MoneyPlanner of the Year
James Lawton - Futures Assured

The nine main awards above were again complemented by a further six media awards for both the consumer and trade press.

“The exceptionally high standard of the candidates presented the judges with an extremely difficult choice in every single category, which is testament to the expertise and excellence of all that were shortlisted,” commented Personal Finance Society chief executive, Keith Richards.

“We commend their professionalism across the board and the important role they play in raising standards and inspiring public trust.”