Previous Chartered Awards Winners

2011 Chartered Awards Winners

  • 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

2010 Chartered Awards Winners

  • Joel Adams - Chartered Financial Planner of the Year
  • Moore Stephens Financial Services (East Midlands) Limited - Chartered Financial Planners of the Year
  • Ian Thorneycroft (awarded posthumously) - The John Ellis Award
  • Tony Cohen - Volunteer of the Year
  • Thomasina McGuigan - Highest Achiever in the Advanced Diploma in Financial Planning
  • Rachel Kitching - Highest Achiever in the Diploma in Financial Planning

2009 Chartered Awards Winners

  • Brian Steeples - Chartered Financial Planner of the Year (Individual)
  • Thomas Carroll Independent Financial Advisers - Chartered Financial Planners of the Year (Corporate)
  • Dr Peter J Williams - The John Ellis Award
  • Liz Webb - Citizens Advice MoneyPlanner of the Year
  • Julianna Willmott - Citizens Advice MoneyPlanner of the Year
  • David O’Connor - Citizens Advice MoneyPlanner of the Year
  • Jonathan Woodwards - Highest Achiever in the Advanced Diploma in Financial Planning
  • Jonathan Halsall - Highest Achiever in the Diploma in Financial Planning

 

Chartered Gifts