Gresham Wealth Management is delighted to announce that Alison Lawler has been shortlisted for the prestigious title of Paraplanner of the Year at the Personal Finance Society’s 2023 Awards. Alison will attend the award ceremony in London in October, where she will find out if she has been crowned the overall UK winner.
Alison was nominated to put her name forward for the award by her colleagues and the firm’s Directors. Her proactive approach to understanding clients’ needs and providing tailored financial solutions has earned her the trust of team members and clients alike. Alison’s meticulous attention to detail, combined with her ability to communicate complex financial concepts in a clear and concise manner, has consistently impressed both clients and colleagues.
Alison has been an integral part of Gresham Wealth Management for many years. A highly skilled and experienced Chartered Paraplanner, her commitment to her role is exemplary. Coupled with her extensive knowledge of the financial planning industry, and with exceptional attention to detail, Alison is a treasured member of the Gresham team.
Being shortlisted for Paraplanner of the Year at such a highly regarded industry event is a testament to Alison’s exceptional skills and achievements in her career to date as a Paraplanner.
Morven Millar, Director, commented:
“Alison’s nomination for Paraplanner of the Year reflects her continuous efforts to provide clients with the highest standard of financial planning services. Her dedication to delivering exceptional service aligns perfectly with the company’s core values.
“Furthermore, Alison is a great team player and a pleasure to work with as a colleague. We are proud to have her as part of the team.”
The whole team are thrilled that Alison has reached this far and are very much looking forward to the final stage of these prestigious awards. We have every confidence that Alison will be named the overall winner.
About the Personal Finance Society’s 2023 Awards:
The Personal Finance Society is a leading professional body for financial planners in the United Kingdom. Their annual awards celebrate excellence within the financial planning industry. The Paraplanner of the Year award recognises individuals who have demonstrated outstanding skills, knowledge, and professionalism in their roles. This accolade symbolises the highest level of achievement in the field and to be named amongst the top four Paraplanners in the country is a huge achievement in itself.