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Firm to receive prestigious award?

A financial advisory firm on Island could be in line for a prestigious industry award.

Chartwell Financial Planners has been shortlisted for the 'Financial Adviser Award: Micro Firm of the Year' accolade in the MoneyAge Awards, which celebrate excellence, innovation and professionalism in the personal finance sector.

The 2020 awards were due to take place at a gala dinner and awards ceremony at The Waldorf Hilton in London, however, to comply with restrictions around social gatherings, this year’s awards will be presented online on October 8.

Manx businesswoman, Jo Dugdale, who formed Chartwell Financial Planners just over a year ago, says: "To be up against other highly regarded financial planners from across the UK is a real honour and we are thrilled to be shortlisted for this award.

"At Chartwell Financial Planners we only strive for the very best and are committed to caring for our clients; putting their needs first and providing a first class service."

 

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