Multi award-winning financial advice in Leamington Spa

Multi-award-winning financial advice in Leamington Spa

It’s been an incredible start to 2024 for team SFS; we’re thrilled to announce that our Head of Paraplanning, Alex James, has won the Chartered Insurance Institute (CII)’s Young Achiever of the Year Award. 

The award identifies and celebrates individuals under the age of 35 who have demonstrated exceptional skills, leadership, and impact in their respective fields. The competition for the accolade is fierce, with many incredibly talented young professionals vying for the top spot. Alex was awarded it in recognition of his impressive career to date - achieving Chartered status and becoming a Fellow of the CII – as well as his continued commitment to delivering exceptional client service. 

Does this award sound familiar? That’s because Alex is the third member of our team to win. We also brought home the trophy in 2023, as Independent Financial Adviser Hannah Stanley was recognised, and in 2011, when Natasha Palmer won. 

When asked about his win, Alex said: “I was absolutely delighted to win the young achiever award. Previous winners, including two of our own team members, have all shown a lot of hard work and talent. To be included amongst them is an honour.” 

If this wasn’t enough to celebrate, we were also named the 2024 winners of the CII’s President’s Trophy. This award is given to firms who consistently achieve high standards for their clients and champion professional development. Special mention was also given to our charity and community work. 

 Rob and Alex with their awards

We asked Adele Tiff, Director, what it meant to win the trophy: “I think this is very well-deserved – every member of our team works tirelessly to continue improving the service our clients receive, by constantly developing their own skills. It was wonderful to see it recognised, we’re very proud.” 

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