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Short-list revealed for financial advisor of the year awards 2005

Womens Financial Adviser Group has revealed the short-list for 2005 financial adviser women of the year awards.

This years award sees four additional categories in addition to the established IFA woman of the year award. The short-lists are as follows:

IFA of the year –
Jenny Armstrong, ProACT Wealth Management
Lin Ashurst, Paradigm Norton
Sarah Maquire, Baker Tilly Financial Planning
Lisanne Mealing, MDM Associates

Multi-tied adviser of the year –
Elaine Ford, Barclays Financial Planning
Dilwin Jenkins, St James Place Partnership
Kate Nield, Barlcays Financial planning

Tied adviser of the year –
Lorraine Blackstock, Standard Life Direct
Gill Galloway, Standard Life Direct
Julia Hall, Bank of Scotland Investment Service

Mortgage adviser of the year –
Dawn Butler, The OFM Group
Debbie Boyes, Debbie J Boyes
Katja Mills, ThincDestini Financial Consultancy

Paraplanner of the year –
Julie Wyn Davies, Heron House Financial Management
Regina Enwonwu, Baigrie Davies
Sarah Evans, Kings Court Financial Planning LLP

This years over 70 nominations provided 50 entries across the five categories and competition was very strong indeed. As before, the judges were looking for applied technical ability, along with interpersonal skills and work-life balance.

WFAG says standard were extremely high with many outstanding candidates. Mortgage candidates, in most cases, had more than the required qualifications, for example, FPC as well as their mortgage qualifications.

Entrants demonstrated a huge variety of adviser backgrounds, showing the sector to be one of the least ageist and the career of an adviser to be flexible and long term. Adviser entrants ages ranged from 30 to 50, a number had been advising for more than 10 years and were running their own businesses.

Most candidates had achieved a good work-life balance, either combining their jobs with family life, outside interests, work in the community, or the sector at large and their overriding motive was to provide ethical, quality advice to their clients. Time and time again, they talked about advising, rather than selling, and excellent results coming from this.

Saran Allot-Davey, a past winner and judge, says: “Lots of candidates seem to be successful in their jobs but also in other areas of their lives thus demonstrating that successful people can have good work-life balance and that being a financial adviser is a good career for women.”

Rory Percival, judge and compliance manager at Thinc Destini, says: “The technical tests revealed the quality of advice was at a very high level irrespective of the nature of the distribution channel. It was rewarding to see that whether the adviser had access to a single companys products, a panel, or whole of market, clients are receiving excellent advice.”

The winners will be announced at a gala dinner in London on January 27 2006.


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