Double win for Carbon: Professional Adviser Firm of the Year for Scotland and Northern Ireland (2015) and Adviser Firm of the Year (UK)
We are delighted to announce that Carbon Financial Partners has won the Professional Adviser Firm of the Year Award for Scotland and Northern Ireland (2015), beating seven other shortlisted firms to the prize, and to top that, went on to win Adviser Firm of the Year (UK).
Carbon’s Investment Director Barry O’Neill collected the awards at a packed presentation ceremony last night, at the Brewery in London. Commenting on the awards he said:
“This is a great start to 2015 and a terrific accolade. The awards give us a chance to showcase our expertise and demonstrate our planning skills and we were up against some tough competition. It’s very rewarding to have our efforts and achievements recognised in this way.”
Entry to the competition required shortlisted firms to select one of three scenarios and then outline what advice they would give to a client in that situation.
The judges praised Carbon on its success, explaining that it was achieved through its demonstration of robust and repeatable process. .
Members on the judging panel included Mark Polson, founder and principal of The Lang Cat, Professional Adviser editor Scott Sinclair, Incisive Media editorial director Lawrence Gosling, Partnership director Phil Billingham, Rennison Consulting director Roderic Rennison, and Baillie Gifford marketing director James Budden.
Carbon’s Managing Director Gordon Wilson added today at the news of Carbon’s two awards:
“I am thrilled. I really do think that we have an exceptional team here. Our advisers are highly-qualified, talented, and, I think, deliver some of the best advice in the UK, but it’s one thing for me to say this, and quite another for it to be endorsed by an external organisation. The Professional Adviser Awards are judged by some of the most respected professionals in the industry so we are very proud. To win the Scotland and Northern Ireland award for a second year in a row is pleasing enough, but to then go on and win Adviser Firm of the Year (UK) is deeply gratifying.”
Gordon Wilson can be contact at gordon.wilson@carbonfinancial.co.uk or on 0131 220 0000
Progeny is independent financial planning, investment management, tax services, property, HR and legal counsel, all in one place.
Carbon Financial Partners, part of The Progeny Group, is a trading name of Carbon Financial Partners Limited which is authorised and regulated by the Financial Conduct Authority under reference 536900.
Carbon Financial Partners Limited is registered in Scotland. Company registration number SC386400. Registered Address: 61 Manor Place, Edinburgh, EH3 7EG. Carbon Financial Partners Limited is part of The Progeny Group Limited.
© Carbon Financial Partners 2024
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