• Skip to primary navigation
  • Skip to main content
Intelect Group

Intelect Group

Assurance through experience

  • Home
  • About
  • IRIS
    • Find out more
  • Training
  • Investigations
    • Due Diligence Investigations
    • Investigations Support
    • Screening Services
  • Compliance chronicles
  • Useful Websites
  • Books
  • Contact
  • Shop
    • Basket
    • Checkout
    • My account
Joanne Dugdale

Chartwell Financial Planners Shortlisted for Prestigious Industry Award

An Island firm is celebrating after being shortlisted for the MoneyAge Awards, which have returned for a fifth year to celebrate the excellence, innovation and professionalism in the ever-expanding and innovative personal finance space.

Chartwell Financial Planners, formed just over a year ago by Manx businesswoman Jo Dugdale, has been shortlisted for ‘Financial Adviser Award: Micro Firm of the Year’ alongside nine other well-respected practices. Providing personal, tailored and simple financial planning advice to private clients and businesses, the company is passionate about helping clients organise their finances and empower them to enjoy life to the full.   

The MoneyAge Awards were launched in 2015 to celebrate the banks, building societies, savings and investment providers, mortgage companies and personal finance specialists that have proved themselves to be ahead of the game in the field of consumer finance, with first class product provision, innovation, focus on value and customer service.

The 2020 awards were due to take place at a prestigious gala dinner and awards ceremony at The Waldorf Hilton in London, however, to comply with restrictions around social gatherings, this year’s awards will be presented online. The winners of each category will be revealed in a special broadcast on 8th October, on the evening the gala dinner was due to take place.

Jo, who set up Chartwell Financial Planners in 2019 after more than 25 years working in the financial services industry, is delighted to see the firm being recognised in this way so soon after its launch. She explained: ‘The highly competitive MoneyAge Awards celebrate the highest levels of excellence, innovation and professionalism in the industry. To be up against other highly regarded financial planners from across the UK is a real honour and we are thrilled to be shortlisted for this award. It’s a shame the gala dinner can’t go ahead this year, but we will still gather together and watch the online broadcast as a team so I have no doubt we will manage to create an enjoyable and excitable atmosphere during the evening!

‘At Chartwell Financial Planners we only strive for the very best and are committed to caring for our clients; putting their needs first and providing a first class service. I’d like to thank my hard-working team for their fantastic professionalism and passion over the past 15 months, enabling us to be shortlisted for this prestigious award.’

Published on September 21, 2020

Filed Under: Group News

Subscribe to receive updates

If you enjoyed this article, subscribe to our email list to receive regular updates with new articles, courses and more.

Reader Interactions

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Discover more

Go to Our eLearning Portal Get Free Resources Contact Us

Footer


Cronk View, Ballanard Road, Douglas, Isle of Man IM2 5HB

All Content - Copyright © 2022 · All Rights Reserved.

Keep In Touch

  • Facebook
  • Instagram
  • LinkedIn
  • Twitter
  • Vimeo
  • YouTube

Telephone Us

Landline: +44(0)207 0960370
Landline: +44(0)1624 618380
Mobile: +44(0)7624 487065
Wildcard SSL Certificates
  • Privacy Policy
  • Cookie Policy
  • Isle of Man, Cyber Security, Due Diligence, Investigations, Risk Management
We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies. Read More
Cookie settingsACCEPT
Manage Cookie consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Non-necessary
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
SAVE & ACCEPT