Caroline Morris-Iliffe, from Longridge-based Astute Wealth Management, has been named by the Personal Finance Society as a runner up in the Paraplanner of the Year category at a glittering awards ceremony in Birmingham.
This accolade is awarded to a practising Paraplanner who is recognised by their professional body as a leader in their field, and in recognition of their commitment to high professional standards.Hotly contested among more than 2,000 paraplanners, it is the ultimate endorsement of excellence in their profession and professional achievement.
Caroline joined Astute Wealth Management in 2009 and has been a Chartered Paraplanner since 2007. She is now working towards becoming elected to be a Fellow of the Personal Finance Society. Caroline said: “I hope that this will inspire new trainee Paraplanners and for those considering their options to see Paraplanning as a great career path.”Enjoyed this? Read more from Astute Wealth Management Ltd