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10 November 2015

The Personal Finance Society have announced the winners in this year’s 2015 Chartered Awards, with Simon Glazier, from Aberdeen-based Anderson, Anderson & Brown Wealth, scooping the prestigious ‘Financial planner of the year’ individual award (presented by Andrew Megson from sponsors, Partnership).

It was one of seven at the society’s Gala Awards Dinner climax to their 2015 London Regional Symposium at the Royal Lancaster Hotel, which attracted more than 600 attendees.

And making it a double top for Scotland were Carbon Financial Partners, from Edinburgh, who won the corporate financial planner of the year category (presented by Rob Hickson/Prudential).

The other five award winners were:

Paraplanner of the year
Helen Parker, Clay Rogers & Partners, Birmingham
(Presented by: Alastair Wilson/Zurich)

Highest achiever in the Advanced Diploma
James Manning, Saunderson House, London.
(Presented by: David Flory/Aegon)

Highest achiever in the Diploma
Rachel Nimmo, Standard Life, Edinburgh.
(Presented by: Simon Gray/Just Retirement)

Pro bono award
Tom Ryan, Astute Wealth Management, Preston.
(Presented by: Scott Goodsir/Old Mutual Wealth)

John Ellis award
Brian Steeples, Turris Partnership, Glasgow.
(Presented by: Alistair McGowan)

Hosted by top impressionist, Alistair McGowan, the sell-out event was attended by more than 450 guests.

Commending the winners, Personal Finance Society chief executive, Keith Richards, said: “All the finalists in each category were capable of being worthy winners, as the level of competition continues to rise each year.

“It has been a privilege to be part of the judging panel, which has again reinforced to me the depth of quality and expertise amongst our membership. They are ambassadors, committed not only to their clients, but also to the profession as a whole.”

The London Regional Symposium was the first of four taking place around the country in the next few weeks. It will be followed by Newport (18 November), Edinburgh (26 November) and Birmingham (30 November). In total, more than 2,000 advisers will attend – up 33 per cent on last year and three times the attendance in 2013.

It featured key messages and an interactive pension session with minister of state for pensions, Baroness Ros Altmann and speakers including futurologist Dr James Bellini, Cap Gemini's Rod Bryson, Steve Groves CEO of Partnership Assurance, Informed Choice executive director Nick Bamford and internationally-acclaimed motivational speaker Geoff Burch, as well as some of the leading practitioners in the profession.