Personal Finance Awards 2018/19

17th December 2018

HarperLees: one of four finalists for Chartered Financial Planning Firm of the Year Award

HarperLees Chartered Financial Planners and Paraplanners celebrate at the InterContinental London at The 02, 22 November 2018: Andy Langworthy, Tom Playle-Hull, Carol May, Mark MacLean, Steph McDonald, Adrian Quick and PA, Dee Taylor.

We were thrilled that HarperLees was one of four finalists for the Personal Finance Society’s Chartered Financial Planning Firm of the Year Award 2018/19, one of the most sought after awards of its kind. We were judged by a panel of six made up of Personal Finance Society executives and a jounalist. In response to one of the questions asked: “Describe your firm in three words” Adrian replied “Doing it right”.

To be eligible for the Award, a firm has to be an accredited Chartered Financial Planning firm which means its advisers need to hold the individual Chartered Financial Planner status. This Chartered Financial Planner qualification is aligned to other Chartered professions such as accountancy.

Finalists had to demonstrate the highest commitment to professionalism and customer care. We were assessed in four areas:

  • Culture, ethos and ethics
  • How the firm promotes its Chartered status to clients, potential clients and the wider public
  • Commitment to the professional qualification and development of all staff
  • Financial stability.

Keith Richards, Chief Executive of the Personal Finance Society said of the Awards:

When we launched the Personal Finance Awards our aim was to recognise excellence amongst those who strive to deliver the best possible outcomes for consumers through education, guidance and advice. Over the years we have been proud to highlight some of the exceptional talent that exists in the personal finance sector, all ambassadors for our profession who play a pivotal role in driving consumer confidence and trust. There are many industry awards but feedback suggests that these are amongst the few that are rated highly by practitioners; there really does seem to be no higher accolade than recognition from your professional body.

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