Entries for the Chartered Awards are now closed

Welcome to the Personal Finance Society’s 2011 Chartered Awards.

Launched in 2009 the Chartered Awards recognise the contribution that Chartered status is making to enhance the reputation of financial planning as a trusted and valued profession.

Almost 2,400 individuals are now proud holders of the coveted Chartered Financial Planner title, widely recognised as the gold standard of the financial planning profession. Over 340 financial planning firms can now also distinguish themselves after being awarded corporate Chartered status.

Receiving a Chartered Award from the Personal Finance Society, the UK’s foremost professional body, represents the ultimate endorsement of excellence and professional achievement.

“The award has allowed me and my firm to demonstrate our professional ability to clients at all levels. It has been instrumental in attracting and retaining new clients and in our recruitment strategy.”
Joel Adams, PFS Chartered Financial Planner of the Year 2010

“Winning this award was our highlight for 2010. Being recognised for our hard work was a welcome pat on the back for the whole team. We quickly noticed the benefits as it led to substantial press coverage and a surge in client enquiries.”
Moore Stephens (East Midlands), PFS Chartered Financial Planners of the Year 2010

Thanks for all the excellent feedback from Delegates.

Congratulations to the 2011 PFS Chartered Awards Winners, who are:

Duncan Parkes - Chartered Financial Planner of the Year (Individual)

Eldon Financial Planning Limited - Chartered Financial Planners of the Year (Firm)

Llewellyn Garner - PFS Volunteer of the Year

Mark Clinton - Highest Achiever in the Advanced Diploma in Financial Planning

Paul De Vries - Highest Achiever in the Diploma in Financial Planning

 2011 Chartered Awards Sponsor

threesixty services, long term supporters of the Personal Finance Society, is delighted to be this year's Platinum sponsor of the 2011 PFS Annual Conference and Chartered Awards.

The PFS and threesixty share many common values. Innovative and forward thinking, both threesixty and the PFS are dedicated to promoting the highest standards of professionalism throughout the financial services sector, in particular, across the IFA community. By supporting the growth of the financial services sector and raising professional standards we ensure that financial planners and advisers gain the recognition they deserve for the valuable service they provide. The Chartered Awards presented on behalf of the Personal Finance Society represent a terrific endorsement of this excellence and professional achievement.

Phil Young, Managing Director of threesixty services added: "threesixty is delighted to play a central role in the onward march towards higher standards of education and professionalism amongst financial planners and advisers. This is absolutely in all of our interests and particularly to the benefit of the end consumer".

 

 

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