EFPA attended the PFS London Symposium 2018

2018/11/28

EFPA Chairman Prof. Emanuele Carluccio, Prof. Charles Munn, EFPA UK Director and Karim Zouhdi EFPA Executive Manager attended last Thursday 22nd and Friday 23rd of November the Personal Finance Society Symposium 2018 in London. More than 1000 participants attended the event. 
During the Gala dinner, The Personal Finance Awards 2018 were held in association with NS&I
2018/19 Award Winners

Chartered Financial Planner of the Year
 
·      Winner - Natalie Wright (Mazars), FPFS, Chartered FP, Cert (CII)
·      Finalist / Highly Commended - Nicholas Onslow (Russell Ulyatt) FPFS, Chartered FP, Cert SMP
·      Finalist / Highly Commended - Gemma Siddle (Eldon Financial Planning) FPFS, Chartered FP
 
Chartered Financial Planning Firm of the Year

·      Winner - Eldon Financial Planning
·      Finalist / Highly Commended - Fortitude Financial Planning
·      Finalist / Highly Commended - Wealthflow LLp
·      Finalist / Highly Commended - Harper Lees
 
Paraplanner of the Year

·      Winner - Jade Mountford (Mazars), Chartered FP, APFS
·      Finalist - Rio Stedford (Heritage Financial Advisers), Dip PFS
·      Finalist - Hannah Turley, Chartered FP, APFS, Cert CII (MP)
 
Retirement & Later Life Specialist of the Year

·      Winner - Vanessa Townshend (Springfield Financial), FPFS, Chartered FP
·      Finalist - Justin King (MFP Wealth Management), Chartered FP, APFS
·      Finalist - Anna McClean (Charles Stanley), FPFS, Chartered FP
 
Investment Planner of the Year

·      Winner - Robert Little (Bob Little & Co Ltd), FPFS, Chartered FP, Certs CII (MP & ER)
·      Finalist - Alexandre Riley (Bunker Riley FP), Dip PFS, Cert CII (MP)
·      Finalist - Patrick Murphy (Zen Wealth LLP), FPFS, Chartered FP
 
Mortgage & Protection Advice Specialist of the Year

·      Winner - Maxim Cohen (HMB Finance Group), Certs CII (MP & ER)
 
MoneyPlanner of the Year

·      Winner - Derek Howard, Dip PFS

Lifetime Achievement Award

·      David Booth, PR Manager, Personal Finance Society