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We’re delighted to hear that WeDO members VWM Wealth have been awarded with the highly prestigious Chartered Financial Planning Firm of the Year by their professional body, The Personal Finance Society at the Personal Finance Awards.  The Award was presented to VWM by Andrew Pike from NS&I.

The Personal Finance Awards are the flagship awards for the personal finance profession and recognise the finest of the advice profession for their expertise, professional standards, and consumer outcomes focus.

The Personal Finance Society commented:

VWM Wealth Ltd was chosen to pick up the Chartered Firm of the Year due to the way it engages with charities, seeks feedback from clients to shape what if offers and works closely with universities to attract the next generation of financial advisers.

Managing Director Lisa Johnstone, who joined WeDO earlier this year said:

We are so grateful for our wonderful team and the amazing families we work with. This is the most coveted award in our profession, and we are so proud to be recognised as a showcase in excellence for the work we love doing.

The rigorous judging process which includes a panel interview, assesses firms in a number of areas including their commitment to professionalism, the qualification and development of its people, a highly professional and ethical culture, and a strong commitment to customer care.

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

The Personal Finance Awards celebrate excellence in the financial planning profession. Financial planning can transform people’s lives for the better and I congratulate all those who picked up a trophy for their outstanding achievements.

The awards were hosted by British comedian Jo Caulfield at the ICC in Birmingham.

Congratulations to Lisa and all the team at VWM Wealth on a very well deserved Award win.