Old Mill’s Duncan Parkes is named Chartered Financial Planner of the Year


In November we were delighted to learn that our Compliance Director Duncan Parkes had beaten off stiff competition to win his industry’s top accolade – Chartered Financial Planner of the Year.


Now in its third year, the award honours the individual who has “demonstrated exceptional ability and commitment to the advancement of the financial planning profession.”


Duncan, who lives in Exmouth with his wife, four year-old-son and one-year-old twin girls, said: “The award is an unexpected honour and I’m thrilled to receive it.


“I am passionate about working towards higher standards in the industry and have always been an active champion for increased professionalism in financial services, so it makes me proud to think that my thoughts and views are held in such regard.”


Duncan, who has worked for Old Mill for four years, was presented with the award by Russell Facer, Compliance Director at award sponsor Threesixty and celebrity Clive Anderson at the annual Personal Finance Society (PFS) conference at the International Conference Centre in Birmingham in November.


Fay Goddard, CEO of the PFS, stated, “The Chartered Financial Planner title is hotly contested and recognises the best in the


field. With a membership of over 29,000, this year’s recipient has excelled in an incredibly competitive environment.


“It’s a testament to the strength of Duncan’s work that he was judged the winner. Duncan was selected as an outstanding example of a true professional in the realm of financial planning for providing a quality service to clients and the public. I would like to personally congratulate him on a worthy achievement.”


Simon Cole, Partner at Old Mill said: “We are really proud of Duncan and his achievements. This is a very prestigious award and once again shows the quality of staff in Old Mill.


He continued, “We are committed to providing clients with the best possible service, so we ensure our financial planners are trained to the highest possible standards.


“A very high proportion of our staff are Chartered Financial Planners – widely regarded as the gold standard of the financial planning profession – and the business has Corporate Chartered Financial Planners status. In an industry where the usual standard for advisers is a Diploma, Old Mill goes above and beyond and continues to stay ahead of the game.”


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