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First Wealth WINS at the Institute of Financial Planning Awards!

Posted by Anthony Villis, Managing Director

First Wealth were awarded the David Norton Building Excellence Award at the Institute of Financial Planning Awards and Gala Dinner last night. It is humbling for us to be recognised in this way by the leaders in our profession.

Thank you to all the team at First Welth whose hard work and passion make these awards possible.

The award was launched by IFP to remember the significant contribution to the Financial Planning profession made by David Norton CFPCM, a former Chairman and President of the IFP who was passionate about mentoring others. The award seeks to identify the Financial Planning firm which could benefit from expert mentoring and business support to help them make that final step up to the levels needed to become an Accredited Financial Planning FirmTM.

As Steve Gazzard CFPCM, IFP CEO and Norton Award judge comments “It’s about identifying firms who know Financial Planning is the answer, who have made progress towards their ultimate goal, who accept they are on a journey and appreciate recognition for what they have achieved.”

 

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This document is Marketing Material for a retail audience and does not constitute advice or recommendations. Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested

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