Kate wins Chartered Financial Planner of the Year 2016

Our adviser Kate Gannon, has seen success at this year’s Personal Finance Society Finance Awards in London.

Kate was named the 2016 Chartered Financial Planner of the Year at the society's gala awards dinner on Thursday 24th November 2016, where more than 500 guests converged on Wembley Stadium to celebrate excellence across the financial advice profession.

Mrs Gannon is a Fellow of the Personal Finance Society, an education officer for the society in Cornwall and Plymouth, and was a finalist in last year’s Chartered Financial Planner of the Year category.

She said: “I am delighted to have won, this award is the pinnacle of any Financial Planner’s career.”

The Personal Finance Society recognise the contribution that Chartered Financial Planners are making to raising professional standards across the country, and the flagship award won by Kate is greatly coveted and recognised nationwide. Entrants commit to a three stage judging process designed to have each one demonstrate the wide range of skills necessary to give clients accurate, clear, effective and highly professional financial advice.

Paul Northmore, Managing Director of Manning and Company said:
“We are delighted for Kate who deserves this recognition for all the hard work she has contributed to Financial Services”.

Society Chief Executive, Keith Richards, said the excellence displayed by all award winners reflected the heightened level of expertise and professionalism within the Society’s membership.
Mr Richards went on to praise the award winners:
“[they] act as ambassadors for our profession, and they should be congratulated for their commitment to their clients as well as the profession more broadly.”

The Symposium was held during the day at Wembley, which attracted more than 800 delegates.