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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.’


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