Previous Award Winners

2017
 
  • 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 - Rachel Lane - Group Rapport

  • Special Award for Outstanding Consumer Engagement - Pete Matthew - Jacksons Wealth Management

  • MoneyPlanner of the Year - James Lawton

  • Personal Finance Consumer Champion of the Year - Jeff Prestige - The Mail on Sunday

  • National Newspaper Personal Finance Journalist of the Year - Sarah O'Grady - Daily Express

  • National Newspaper Personal Finance Section of the Year - The Mail on Sunday - Money

  • National Newspaper Personal Finance Newcomer of the Year - Paul Thomas - Money Mail

  • Trade Press Personal Finance Journalist of the Year - Christine Dawson - New Model Adviser

  • Trade Press Personal Finance Publication of the Year - New Model Adviser / Citywire​​

  • Lifetime Achievement Award (posthumous) - Mike Morrison - AJ Bell

2016
 
  • Chartered Financial Planner of the Year - Kathryn Gannon - Manning & Company

  • Chartered Financial Planning Firm of the Year - LIFT Financial Group

  • Retirement and Later Life Advice Specialist - Jonothan McColgan - Combined Financial Strategies

  • Investment Advice Specialist - David Thomson - VWM Wealth

  • Mortgage and Protection Advice Specialist - Hazel Allinson - Smith & Pinching Group

  • Paraplanner of the Year - Warren Bentham - 75point3

  • MoneyPlanner of the Year - Jill Ellicott - Boyett Mayes & Associates

  • National Newspaper Personal Finance Journalist of the Year - Richard Dyson - The Telegraph

  • National Newspaper Specialist Consumer Journalist of the Year - Josephine Cumbo - Financial Times

  • Personal Finance Consumer Champion of the Year - Miles Brignall - The Guardian

  • Trade Press Personal Finance Journalist of the Year - Simoney Kyriakou - FT Adviser/Financial Adviser

  • Trade Press Personal Finance Publication of the Year - FT Adviser/Financial Adviser

  • Lifetime Achievement Award - Lyn New

2015
 
  • Simon Glazier - Chartered Financial Planner of the Year

  • Carbon Financial Partners - Chartered Financial Planning Firm of the Year 

  • Helen Parker - Paraplanner of the Year

  • Tom Ryan - Pro bono Award

  • James Manning - Highest Achiever in the Advanced Diploma

  • Rachel Nimmo - Highest Achiever in the Diploma

  • Brian Steeples - John Ellis Award
     

2014
  • Lisa Johnstone - Chartered Financial Planner of the Year

  • Almary Green Investments Ltd - Chartered Financial Planning Firm of the Year

  • Rebecca Kowalski - Paraplanner of the Year 

  • Steve Webb MP, Minister of State for Pensions - John Ellis Award 

  • Petronella West - Pro bono Award

  • Charlotte Counsell - Highest Achiever in the Advanced Diploma

  • John Hill - Highest Achiever in the Diploma
     

2013
 
  • Robin Melley - Chartered Financial Planner of the Year

  • Verus Financial Planning  - Chartered Financial Planning Firm of the Year 

  • Warren Bentham - Paraplanner of the year

  • (posthumous) Len Warwick CBE - The John Ellis Award

  • Brian Harris - PFS Volunteer of the year

  • Tom Evans - Highest Achiever in the Advanced Diploma in Financial Planning

  • Alex Rich - Highest Achiever in the Diploma in Financial Planning
     

2012
 
  • Hayley Tink - Chartered Financial Planner of the Year 

  • LIFT-Financial - Chartered Financial Planning Firm of the Year 

  • Gemma Langlands DipPFS - Paraplanner of the year

  • The Right Honourable, The Lord Hunt of Wirral, MBE - The John Ellis Award

  • Russell Anderson and Simon Haydock - PFS Volunteer of the year

  • Svenja Keller - Highest Achiever in the Advanced Diploma in Financial Planning

  • Myles Harrison - Highest Achiever in the Diploma in Financial Planning
     

2011
 
  • Duncan Parkes- Chartered Financial Planner of the Year 

  • Eldon Financial Planning Limited - Chartered Financial Planning Firm of the Year

  • Llewellyn Garner- PFS Volunteer of the Year

  • Mark Clinton- Highest Achiever in the Advanced Diploma in Financial Planning

  • Paul De Vries- Highest Achiever in the Diploma in Financial Planning
     

2010
 
  • Joel Adams - Chartered Financial Planner of the Year

  • Moore Stephens Financial Services (East Midlands) Limited - Chartered Financial Planning Firm of the Year

  • Ian Thorneycroft (awarded posthumously) - The John Ellis Award

  • Tony Cohen - Volunteer of the Year

  • Thomasina McGuigan - Highest Achiever in the Advanced Diploma in Financial Planning

  • Rachel Kitching - Highest Achiever in the Diploma in Financial Planning
     

2009
 
  • Brian Steeples - Chartered Financial Planner of the Year 

  • Thomas Carroll Independent Financial Advisers - Chartered Financial Planning Firm of the Year 

  • Dr Peter J Williams - The John Ellis Award

  • Liz Webb - Citizens Advice MoneyPlanner of the Year

  • Julianna Willmott - Citizens Advice MoneyPlanner of the Year

  • David O'Connor - Citizens Advice MoneyPlanner of the Year

  • Jonathan Woodwards - Highest Achiever in the Advanced Diploma in Financial Planning

  • Jonathan Halsall - Highest Achiever in the Diploma in Financial Planning

#pfsawards

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