From insight to impact: Our award finalists in the spotlight
Several members of the SFS team have been named as finalists for not one but two Money Marketing awards, and to say we’re proud of them and the impact they’re having would be an understatement. With that in mind, we’re shining a spotlight on our fabulous finalists and the way they work with you to help you reach your goals.
Alex James - Rising Star of the Year finalist
Alex is a Chartered Financial Planner, which at the age of 32 is an astounding achievement in itself. He’s the most highly qualified member of our team and was recognised for his top-notch technical expertise and dedication to delivering excellence for every client.
As the former Head of Paraplanning, Alex also works closely with our current paraplanning team to ensure everyone working on your financial future meets the highest professional standards.
Milena Damjanovic, Victoria Tolley and Luke Viner - Best Paraplanning Service finalists
Paraplanning isn’t just a support function - it’s the backbone of exceptional financial advice. As the industry has evolved, so have we, ensuring that our paraplanners aren’t just technically brilliant but are actively shaping your outcomes.
Milena and Vicky were named CII & PFS Apprentice of the Year winners in 2024, and Luke and Milena are both shortlisted for these prestigious accolades this year (watch this space!).
Ready to start your journey with our award-winning team?
Get in touch today to discuss your individual circumstances in a free, no-obligation consultation.
