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IFA Woman of the Year

Heron House Financial Management adviser Saran Allott-Davey won the IFA Woman of the Year award 2004 at a ceremony in London’s Docklands last week.

The event, which was attended by a host of figures from the financial services sector, including FSA managing director David Kenmir and Aifa director-general elect David Severn, is co-ordinated in association with Money Marketing.

Allott-Davey also won the category of best communicator with Capital Planing (UK) adviser Dawn Slater runner-up in this section.

Bloomsbury Financial Planning adviser Carolyn Corless and Marlene Shalton from Chambers Morgan James Financial Management both made it to the last four of the competition to find the UK’s top woman IFA. All four finalists hold the certified financial planner qualification.

The candidates were assessed over two rounds of judging on technical and analytical skills, professionalism, integrity and ability to self-manage.

Allott-Davey has been running her own fee-based practice in South Wales for 10 years. She is chairwoman of the Institute of Financial Planning in South Wales and an assessor for case studies for the certified financial planner examination. She was a runner-up for the Woman IFA of the Year award in 2002.

Slater has been an IFA for 18 years and set up Dawn Slater Associates in 1994. The fee-based firm has five advisers and was sold to Capital Planning in 2003. Slater now works at Capital Planning to develop a fee-based model throughout the group and to increase profitability.

The third annual award ceremony was sponsored by Axa, Scottish Equitable and F&C Asset Management.

Women’s IFA Group founder Fiona Price says: “I believe this award showcases what women IFAs can achieve. It demonstrates why this is such a good career choice for women and what women contribute to the sector. Saran will be a great ambassador for us.”

Aegon UK head of industry development and panellist Peter Williams says: “Candidates were first class and have again demonstrated their claim to be at the highest level of the profession.”


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