Friday, March 31, 2023
HomeFinancial PlanningSt James's Place reveals Chartered Award Winners

St James’s Place reveals Chartered Award Winners

Wealth supervisor St James’s Place has introduced its 2022 Chartered Award winners, with Matthew Sellens of Crown Wealth Consultants named as SJP Chartered Planner of the Yr.

The awards have been offered on the agency’s sixth Annual Chartered Symposium in London, the primary all in-person symposium since 2020.

Mr Sellens was topped for being, “a person who has raised skilled requirements and demonstrated a dedication to their occupation and to their shoppers inside their space of experience.”

Different main awards included:

• Sajmira Ciarns of PFP Wealth Group was awarded SJP Paraplanner of the Yr

• de Mellow & Co Wealth Administration received SJP Chartered Agency of the Yr

• In a brand new class, Zoe Taylor of Lawrence Neil Wealth Administration was awarded Vulnerability Champion of the Yr

Mr Sellens started his profession in Monetary Planning in 1996 and has greater than 25 years of expertise in monetary recommendation. He established Crown Wealth Consultants, an SJP Associate Observe, in 2009.


He stated: “I’m delighted to be named this yr’s St. James’s Place Chartered Planner of the Yr and really feel honoured to have been recognised for my dedication and repair to my shoppers. After greater than 25 years within the trade, reaching this milestone is a big achievement and I wish to thank my devoted staff and shoppers for making it attainable.”

A brand new award class this yr noticed Zoe Taylor of Lawrence Neil Wealth Administration offered with the 2022 Vulnerability Champion awards. The award recognises a person who has demonstrated “a ardour for supporting shoppers with susceptible circumstances.”

Edward Grant, SJP director chargeable for skilled growth, stated: “These awards enable us to replicate on and have a good time the excessive stage of service our companions present to their shoppers and showcases the vary of expertise inside our partnership. All 4 of our winners ought to be pleased with what they’ve achieved of their careers to this point.

“At SJP, we’re dedicated to the continuing growth of all our partnership. Six years on, we’re delighted to have the ability to develop and develop our awards to showcase the breadth of experience throughout the SJP Partnership, in serving shoppers and bettering the standard of recommendation obtainable within the UK at a time the place the function of advisers is extra vital than ever.”

Over 25% of St. James’s Place Companions and advisers now maintain a Chartered title awarded by one of many skilled our bodies, together with Chartered Monetary Planner, Chartered Wealth Supervisor, Chartered Affiliate and Chartered Monetary Analyst.



Please enter your comment!
Please enter your name here

Most Popular

Recent Comments