14 February 2014

Professional Adviser Awards – the results are in!!


At last night’s Professional Advisers Awards ceremony held at The Brewery, Chiswell Street, London, Portfolio Financial Consultancy Ltd were narrowly pipped at the post to the title of Adviser Firm of the Year for Wales.  The award was judged on the advice processes and service delivery provided by firms, and to achieve runner up spot from the many nominations is a tremendous achievement.

Directors, Paul Pelopida and Christian Roche were at the ceremony, and Pelopida said, “It was a great experience to be involved in such a prestigious event.  Whilst we did not pick up the award, receiving such recognition ahead of our peers is a fantastic reflection on the service we provide”.  Roche added, “Whilst me and Paul were at the event, the company’s nomination is down to the work of all our advisers and staff.  Right across the company there is a sound ethos of striving to provide the highest possible standards of service to our clients at all times”.

Achieving recognition at financial services awards is nothing new to Portfolio Financial Consultancy Ltd which was also shortlisted for the New Model Adviser of the Year award in 2013.