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Local financial adviser scoops industry award

Gwilym Lloyd Jones a local financial adviser for Sanlam has won the title of ‘Newly Qualified Financial Adviser of the Year’ in the Financial Adviser Life and Pension Awards.

The Financial Adviser and Life and Pension Awards are run by the Financial Times industry title Financial Adviser.  Their aim is to identify the brightest advisers and companies in the financial services sector each year. Winners of adviser categories were nominated by their peers before being shortlisted. The strongest candidates were interviewed individually at the Financial Times office by a judging panel before winners were selected.
 
Gwilym received his award at the exclusive Sartoria restaurant in Saville Row, London in an official winners’ award ceremony.
 
Based out of Sanlam’s Rhyl office, Gwilym looks after clients in North Wales and the areas in and surrounding Liverpool, Chester and Manchester.
 
Gwilym graduated from The University of Aberdeen in 2009 and joined the financial services industry after securing a place on a financial adviser Graduate Scheme. Gwilym went on to gain a Certificate in Financial Advice (CeFA), Diploma in Financial Planning (DipPFS), as well as qualifications in Mortgage, Equity Release and Long Term Care Advice. Gwilym is currently two exams from gaining Chartered status.
 
Commenting on his win, Gwilym said “It was a really nice surprise to win. The judging session was quite intense and they asked some complicated questions. I pride myself on my work ethic and client focus, while continuously striving to improve myself, so it means a lot to be recognised in this way.”
 
Alex Morley, CEO of Sanlam Wealth Planning said “Gwilym has worked incredibly hard to build his career as a highly qualified and experienced financial planner. We are delighted that he has won this award and that his efforts have been recognised.”

To arrange an appointment with Gwilym please email letstalk@sanlam.co.uk

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