15/07/2026
What a Wednesday so far with 3 of our brilliant ladies being shortlisted in the Professional Adviser, Women in Finance Awards
Firstly our brilliant Lisa Lloyd-Franks DipPFS has been shortlisted in two categories : investment advice and retirement planning.
Next is our fabulous Phoebe Lane APFS being shortlisted for Financial Adviser of the Year -Midlands & East Anglia and last but not least … our very own founder Suzi Lane FPFS has been shortlisted for her Outstanding Contribution to the Profession.
We are so proud of all our brilliant colleagues but today we all applaud Phoebe, Lisa and Suzi and hope they bring it home at the awards night in November like England will tonight ( we hope😊)