Important Notice: Essential System Upgrades – 19 September – 20 September.
To support ongoing improvements, essential system upgrades will take place from 08:00 on 19 September until the afternoon of 20 September.
PSI exams scheduled during this maintenance window will not be visible in your MyPFS dashboard until the work has been completed. Product orders submitted during this period will be subject to processing delays. If you have an coursework/mixed assessment enrolment deadline on 19 September and require an additional resubmission attempt, please plan ahead accordingly.
We apologise for any inconvenience caused and appreciate your patience while we carry out these important updates.
Unveiling the shortlists
Shortlist finalists for PFS Awards 2026
Chartered Financial Planner of the Year
Katherine Parkes, Cazenove Capital
Nathan Cardy, Your Wealthcare Financial Planning
Stephen Perera, Britannic Place Financial Management Limited
Chartered Financial Planning Firm of the Year
De Mellow & Co
Emery Little
Finura
Paraplanner of the Year
Bryce Clark, Wellington Wealth (Glasgow) Limited
Katie Tang, The Private Office
Investment Advice Specialist of the Year
Amy Dobbs, HSBC
Michael Colyer, Colyer Associates
Retirement & Later Life Advice Specialist of the Year
Michael Colyer, Colyer Associates
Rachel Efetha, Anstee & Co
Protection Advice Specialist of the Year
Winner to be announced on the day
Champion of Change 2025/26
Alina Burlacu, AB Growth Solutions
Samantha Bradford, Simplicity Financial Planning Ltd
Tim Brienza, Montpellier Asset Management
Personal Finance News Outlet of the Year
To be announced on the day
