Finura Partners Take Top Spot at the Money Management Financial Planner Awards 2017
Share
We are delighted to share the news that Finura Partners won Tax-efficient Investing Planner of the Year 2017 at last night’s Money Management Awards.
The Money Management Financial Planner of the Year Awards are open to all financial advisers, including IFAs, restricted advisers and paraplanners. Each submission was marked against the international financial planning standards set by the Financial Planning Standards Board.
Following submission of a client case study, Finura Partners’ Director, Toby Owen-Browne, attended a face-to-face interview at the head office of the Financial Times in London back in September.
Competing against four other shortlisted candidates in the category, two of Finura’s directors attended the awards dinner last night at The Avenue restaurant in St James’ to hear the results and we are thrilled that Finura’s hard work in this area of financial services has been recognised at these prestigious awards.
Share
Other News
Finura in the Spotlight: Shortlisted for Multiple Awards
Finura has an exciting few months ahead, as we wait to see the outcome of a number of short listings in different awards categories. MONEY MARKETING AWARDS – Advice firm of the year The winners will be announced on 12 September 2024 at The Londoner Hotel in London https://moneymarketingawards.co.uk/2024/en/page/shortlist-2024#adviser MONEYAGE AWARDS – Financial Adviser Award: […]
5 Tips For Parents With Children Heading To University
Starting university can be a challenging transition, but with a few lifestyle changes and careful planning, it can be a much smoother and enjoyable experience.
Empowering Yourself For Your Future: The Importance Of Lasting Powers Of Attorney (Property And Financial Affairs)
Life is unpredictable and unforeseen circumstances can sometimes leave us incapable of making decisions about our own affairs. That’s where a Property and Financial Affairs Lasting Power of Attorney (LPA) comes into play.