The Personal Finance Society recognise the contribution that Chartered Financial Planners are making to raising professional standards and this flagship award will reward a practising Chartered Financial Planner.
Entrants commit to a three stage judging process designed to enable them to demonstrate the wide range of skills necessary to give clients accurate, clear, effective and highly professional financial advice.
The Chartered Financial Planner of the Year Award represents the ultimate endorsement of excellence and professional achievement.
Speaking of making the final three Kate said:
I am so pleased to have made it this far. A massive thank you to Manning and Company and to my family for supporting me.
Managing Director of Manning and Company Paul Northmore said:
We are all thrilled for Kate on her achievement. She thoroughly deserves this acknowledgement after years of dedication to financial services. We wish her the best of luck at the awards in November.
The awards evening will take place on 24th November.