December 3, 2019 News No Comments

We are delighted to announce that our very own Gemma has won the accolade Chartered Financial Planner of the Year 2019/20 from our professional body, the Personal Finance Society.

The Personal Finance Society awards recognise those in the advice profession demonstrating excellence in terms of their expertise, professional standards and focus on good client outcomes. The Chartered Financial Planner of the Year award is the flagship award within these accolades.

To have Gemma crowned the winner this year, just one year after Eldon won the Chartered Financial Planning Firm of the Year Award, demonstrates just how hard Gemma and the team here work to consistently provide a nationally recognised top class service.

The judges commented that they were especially impressed with Gemma’s ‘razor sharp’ client outcomes focus and this combined with her achieving the highest scores on the complex and demanding technical assessment meant she brought home the top trophy.

We are thrilled that Gemma’s passion for Eldon’s clients, alongside her utmost desire to give clients choices in the future they see for themselves, has once again been recognised. We are all very proud of her!

We’ve said it before and we’ll say it again: she truly is a ‘Gem’!

Written by Eldon