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Caroline Morris-Iliffe from Longridge-based Astute Wealth Management Ltd has been short listed for the Personal Finance Society’s “Paraplanner of the Year” award.
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 the UK’s 2,000 paraplanners, it is the ultimate endorsement of excellence in their profession & professional achievement.
Caroline joined Astute Wealth Management in 2009 and has been a Chartered Paraplanner since 2007. However she hasn’t been sitting on her laurels since achieving Chartered status and 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.”' fill='%23cc0935'/%3E%3C/svg%3E){kind=small}
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