We have a finalist in our team!

Professional Adviser (an information service for UK-based regulated financial advisers) have just announced their shortlist for their 2020 financial adviser and provider awards and we’re delighted that one of our team, Janine Willis, has been shortlisted for the Paraplanner of the year award, especially as she is one of just five Paraplanners in the whole of the UK to be shortlisted.

Janine has supported Graham Mendoza-Wolfson, one of  our senior consultants, for many years and apart from achieving the Chartered qualification in financial planning, her technical expertise, high servicing standards  and professionalism has been recognized through this award.

Alongside NLP Financial Management’s shortlist, for the 7th year running, for the Adviser Firm of the Year in London award, we’re incredibly proud of Janine’s achievement, which reinforces the outstanding advice process and customer care our team of people strive to deliver.

With these awards now in their 15th consecutive year, more than 200 advisers, firms and providers were taken into consideration in 2019.  We will discover in February at a Black Tie ceremony, whether Janine will be awarded the winner, however this clearly demonstrates our company ethos is being widely adopted by our team, and helping us sustain our determination to remain a leading firm of advisers.