Among the special awards was a posthumous Lifetime Achievement Award for AJ Bell’s head of platform technical Mike Morrison, who died suddenly earlier this month at the age of 55 (see separate story).
Awards for Chartered Financial Planner of the Year went to Philip Rose of Group IFA, Capital Asset Management won Chartered Financial Planning Firm of the Year and Graham Hopper of VWM won Paraplanner of the Year.
Financial Planner and tech pioneer Pete Matthew of Jacksons Wealth Management won a Special Award for Outstanding Consumer Engagement.
The awards ceremony took place at the Roundhouse in Camden, London.
Here are details of the PFS Financial Planner Awards:
Chartered Financial Planner of the Year
• Phillip Rose - Group IFA
Chartered Financial Planning Firm of the Year
• Capital Asset Management
Investment Advice Specialist of the Year
• Olivia Bowen - Castlefield
Retirement and Later Life Advice Specialist of the Year
• Allan Cruse - Strategic Solutions
Paraplanner of the Year
• Grahame Hopper - VWM Wealth
Mortgage & Protection Advice Specialist of the Year (could not attend – no pic)
• Rachel Lane - Group Rapport
Special Award for Outstanding Consumer Engagement
• Pete Matthew - Jacksons Wealth Management
Lifetime Achievement Award
• Mike Morrison - AJ Bell
MoneyPlanner of the Year (could not attend – no pic)
• James Lawton - Futures Assured