FPI announces finalists for Financial Planner of the Year award
The winner will be announced at a gala dinner on 14 November.
Financial Planner of the year
Why policyholders complained to the short-term ombudsman in 2023
‘Lack of maintenance or wear and tear’ gave rise to most of the disputes in several categories of insurance.
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Mark MacSymon Financial Planner of the year
Mark MacSymon, a wealth manager at Private Client Holdings, was named the 2017 Financial Planner of the Year on Thursday. The award, presented by the Financial Planning Institute (FPI), is the highest accolade […]
FPI Financial Planner of the Year
We would like to add our congratulations to the following top eight entrants who have successfully advanced to the second round of this year’s FPI Financial Planner of the Year Award. Craig Torr, […]
