Last week we received some fantastic news; we have been shortlisted for Professional Adviser’s ‘Women in Financial Advice Awards’  – in fact, three members of the team have been shortlisted for 5 different awards!

Without further ado…

Cathi Harrison – our Founder & Owner – is a shortlisted finalist in three categories. Unsurprisingly, they are ‘Paraplanner of the Year’, ‘Most Inspiring Returner of the Year’ following her incredible comeback from maternity leave with a brand-new business idea (which we now know as our sister company, compliance business Apricity). And also, ‘Woman of the Year – Adviser Support Services’ for her overall contribution to the profession across both businesses.

Natalie Bell, our Director of Culture & Engagement is a finalist in the ‘Rising Star’ category having been recognised for her cross-sector working.  Despite joining financial services just a short 19-months ago following a career move working with the public sector, her wealth of knowledge and experience of successful engagement – namely change initiatives for the NHS and generational theory within youth employability, welfare to work and justice – has proved instrumental in our recent growth and repositioning.

Jo Campbell, our Director of Operations & Quality has been shortlisted for the ‘Team Leader of the Year’ category. Despite already being an award-winning Paraplanner, in the last year Jo has been crucial in the planning and successful delivery of a new internal structure across our whole paraplanning team, as well the responsibility of her own individual ‘hub’.

Having an all-female Strategic Leadership Team is rare in financial services. Very rare. And although, it wasn’t created by design, but rather by coincidence, it’s a uniqueness we’re proud of so, to be recognised for our efforts at a national level is amazing for us as a company. It is especially humbling that out of a whopping 800 applicants (!!) we were chosen for 5 separate awards.

Good luck to everyone who has reached the final stage of the awards, it’s great to be listed alongside some incredibly inspirational names. We’ll see you in London!

We’re finalists!
Part of the Verve Group

Design by Tony McBride, website by Outlines Design.