Achievements
| 2009 | Richard – Winner: Money Management Financial Planning of the Year Award – Pre-Retirement Planning Category.
These awards are the “Oscars” of the Financial Planning profession. The judges said: “Richard presented a solution that had been extremely well thought through and reasoned. He showed an ability to understand the client’s problem, clearly assessed the objectives and demonstrated how his plan achieved the client’s aims.” |
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| 2009 | PageRussell – Granted iic 3-star status for 2009
As part of the prize for the IFP David Norton award we received an assessment from Investors In Customers Ltd. This resulted in PageRussell being granted the Top iic 3-star award for 2009. Our iic assessment score was higher than any wealth manager assessed by iic in 2008 and 2009. |
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| 2008 | PageRussell – IFP David Norton Building Excellence Award Winner
Launched in memory of a founding member of the IFP, this prestigious award is given to only one firm a year. The winning firm must demonstrate it is committed to “true” Financial Planning, that it has a fee-based remuneration system, and has an exciting and well thought-out business plan. In short – that is has the potential to be a great practice. |
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| 2007 | Tim – Chartered Financial Planner
Tim was the first Financial Planner in the Bury St Edmunds area to be granted Chartered Financial Planner status with the CII. |
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| 2006 | Richard and Stephen – Certified Financial Planner licensees
When Richard and Stephen gained their CFP licences, PageRussell was one of only 50 UK firms with three or more CFP licenses. |
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| 2006 | Tim – Resolution accreditation
Tim was one of the first 10 advisers in England & Wales to be accredited by Resolution to work with family lawyers on divorce cases. |
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| 2004 | Tim – IFP Team Challenge – Member of Winning Team | |
| 2004 | Tim – Certified Financial Planner licensee
At the time there were fewer than 250 CFP licensees in the UK. |
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| 2003 | Tim – IFP Team Challenge – Member of Winning Team |
