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Unveiling the shortlists

Shortlist finalists for PFS Awards 2025

Chartered Financial Planner of the Year

Emma Cherrington, Active Chartered Financial Planners

Rhiannon Gogh, PlanIt Future Financial Limited

Dominic McLoughney, Becketts FS Ltd

Zoe Taylor, Lawrence Neil Wealth Management Ltd

Chartered Financial Planning Firm of the Year

De Mellow & Co

Finura

Progeny Wealth

Paraplanner of the Year

Naomi Draycott, Colyer Associates

Stephanie Tennant, Accelerate Adviser Solutions

Investment Advice Specialist of the Year

David Thomson, VWM Wealth

Simon Watts, Boolers

Retirement & Later Life Advice Specialist of the Year

Ronni Cook, Chartwell Financial Planning

Eamonn Prendergast, Palantir Financial planning Ltd

Protection Advice Specialist of the Year

Michael Colyer, Colyer Associates

Joshua Gerstler, The Orchard Practice

Champion of Change 2025/26

Robert Boland, Cotswold Independent Financial Services Ltd

Rhiannon Gogh, PlanIt Future Financial Limited

Peter Hamilton, Zurich

Personal Finance News Outlet of the Year

Financial Planning Today

Financial Reporter

FT Adviser

IFA Magazine

Professional Adviser

The Personal Finance Society is part of the Chartered Insurance Institute group.

The Chartered Insurance Institute group, including The Personal Finance Society, is Cyber Essentials Plus certified.

Personal Finance Society
3rd Floor, 20 Fenchurch Street
London
EC3M 3BY

Telephone service Mon to Fri: 9am – 5pm (GMT)

Tel: +44 (0)20 8530 0852
Email: customer.serv@thepfs.org