Gresham Wealth Management Paraplanner, Alison Lawler, has been awarded the title of Paraplanner of the Year at the Personal Finance Society’s annual awards.
To achieve the title, Alison had to go through a two-stage judging process, which included a written award submission, along with a detailed and technically complex case-study report.
Alison was named the overall UK winner at an exclusive award ceremony in London, which was hosted by broadcaster and presenter, Claudia Winkleman.
Paraplanning is often described as the ‘backbone’ to financial advice; involving the preparation of annual reports for clients, along with making recommendations in response to client requests. As a Paraplanner within Gresham’s technical team, Alison undertakes technical and investment research and provides a holistic paraplanning service to our advisers. Alison’s role also involves being part of the GWM Investment Committee.
Throughout her career at Gresham Wealth Management, Alison has been a valuable member of the team. It is Alison’s meticulous attention to detail, along with her ability to convey complex financial concepts clearly and concisely, which have consistently impressed clients and colleagues alike. She is a highly skilled and experienced Chartered Paraplanner who exemplifies dedication to her job.
“Just to be shortlisted for this award was fantastic, and to learn that over 100 Paraplanners had submitted an entry, I was thrilled just to be one of four UK-wide finalists. To then go on to win the award is the highlight of my career to date!
“I feel very grateful and humbled. My colleagues have been hugely supportive and whilst this is a personal achievement, I couldn’t have done it without Gresham’s directors and all of the team.”
Morven Millar, Director, commented:
“We are absolutely thrilled for Alison. To be recognised as the UK’s leading Paraplanner is a huge achievement and one that is thoroughly well-deserved.
“She has grown so much throughout her career and this award reflects her continuous efforts to provide clients with the highest standard of financial planning services.”
About the Personal Finance Society’s 2023 Awards:
The Personal Finance Society is a leading professional body for financial planners in the UK. 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.