IFP and PFS

It?s been a fantastic few days for our members Carbon Financial Partners following the announcement that we have been named as a finalist for two major national awards.

Institute of Financial Planning?s (IFP)??Recognising Excellence? award

Last week, it was announced that?Carbon Financial Partners has been shortlisted for the?Institute of Financial Planning?s?(IFP) prestigious ?Recognising Excellence? award, which is open exclusively to Accredited Financial?Planning FirmsTM.

The assessment process considers the impact that the firm has made on the Financial Planning profession over the past year, as well as assessing business performance.

Judging will take place shortly in London and the winning firm will be announced at the IFP Conference in October.

Personal Finance Society Chartered Financial Planner of the Year (Corporate)

Within only a few days of receiving this good news, Carbon was also announced as a finalist in the?Personal Finance Society?Chartered Financial Planner of the Year (Corporate). ?We are particularly pleased because this is the second year in succession we have been named as a finalist for this award

Launched in 2009, the Personal Finance Society?s Chartered Awards recognise the positive contribution that Chartered status is making to the reputation of financial planning as a trusted?and valued profession. Receiving a Chartered Award from the PFS, the UK?s foremost professional body, represents the ultimate endorsement of excellence and professional achievement.

Managing Director,?Gordon Wilson, will be meeting with the judging panel next month, with the winner being announced at the PFS conference in November.

It means a great deal to the Carbon team to?to be finalists in both these prestigious awards.

We wish them the very best of luck and look forward to hearing how they get on.

Categories: Business Updates

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