The Personal Finance Society, the largest professional body for individual financial advisers in the UK, held its annual awards ceremony last night.
They recognise and celebrate outstanding individuals and firms who strive to deliver exceptional consumer outcomes within the financial planning profession.
During these awards, I (Nicholas Grogan) am proud to have been named Investment Advice Specialist of the year.
What does this mean?
The award tested both how we view investment planning in the firm and how well I could look at a specimen client’s complicated situation. Winning the award is demonstrative of the high level of expertise we can apply to our clients’ planning.