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- Created on Monday, 21 November 2011 16:45
Eldon Financial Planning has been awarded the PFS Chartered Financial Planners of the Year award at the annual PFS conference.
Eldon has been using Parmenion as its chosen investment service provider for personal clients for almost three years now and have not looked back.
Joss Harwood from Eldon, said:
“We believe that we are working with individuals who share our high standards when it comes to client service, honesty and integrity and that makes for a very comfortable relationship where we trust each other. This should be “the way of the world” but we know that it isn’t in reality so we have found the whole interaction with Parmenion very refreshing.”
Now in its third consecutive year, the Chartered Financial Planners of the Year award honours a Chartered firm which has demonstrated a high commitment to professionalism. The development of its people through training and qualifications, professional and ethical culture and a strong commitment to customer care are all taken into consideration when deciding the winner.
The awards ceremony took place at The PFS Conference at the International Conference Centre (ICC) in Birmingham on 10th November. Fay Goddard, CEO of the PFS, said, “The PFS awards are attracting an increasing number of entries and this year the calibre was excellent. Each of the finalists in the corporate category demonstrated their dedication to both our profession and the public they serve. For Eldon Financial Planning to triumph is testament to the firm’s ongoing commitment to professional development for the benefit of both staff and clients. I would like to congratulate personally everyone at Eldon Financial Planning on their award.”
Staff at Eldon Financial Planning were thrilled with the award. Joss Harwood, co-founder of the company, said:
“At Eldon Financial Planning we are committed to providing the tools that will help staff develop and achieve their objectives. Gaining higher qualifications across the board has long been a company priority as we believe this allows us to provide the best possible service to our clients. It’s fantastic to be recognised for attaining such high standards.”
To view the Eldon Case Study, please click here