November 2016 awards and qualifications

An award We are delighted that Sonia has been awarded ‘Best Female Wealth Adviser 2016 – UK’ by Corporate Vision magazine. We strive for outstanding client service and are honoured with this recognition. Corporate Vision 2016 awards – Essential Wealth. A nomination We are extremely proud that Hannah has reached the final stages of the Paraplanner of the Year awards; she is one of just eight finalists. The Professional Adviser awards seek to reward excellence and are highly regarded and this year there are more than 200 companies being considered for awards. Hannah has reached the finalist stage based on her work as a Client Manager (known as a Paraplanner in Financial Services) and her professional development. Hannah has just one Chartered exam left to take and on completion she will be one of the youngest in the country to have achieved Chartered status. Professional Adviser awards A qualification Equally of note, this month Claire passed her Financial Protection CII diploma exam, another example of the team’s commitment to quality and personal development