Local paraplanner shortlisted for award

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.”