Inspiring Business by Sharing Success

Nottingham Chartered Financial Planner Shortlisted for Flagship Industry Award.

National Recognition Two Years in a Row for The RU Group’s Financial Planning Manager 

Independent financial planning and wealth management company, The RU Group, is pleased to announce that its Financial Planning Manager has been named as one of the ‘Top 3’ Chartered Financial Planners in the UK.

Nick Onslow, Chartered Financial Planner and member of The RU Group’s Senior Leadership Team saw off stiff competition from fellow chartered financial planners to be named in a select group of finalists in the ‘Chartered Financial Planner of the Year’ category in the Personal Finance Society Awards 2019. This is the second year in succession that Nick has been shortlisted for the award.

After progressing through the rigorous three stage selection process which required an initial 500-word entry, answering a hypothetical case study, as well as an in-depth interview with a panel of industry experts to reach the final, Nick’s colleagues at the RU Group’s Nottingham headquarters are hoping that he achieves the top accolade which they consider he richly deserves.

In addition to Nick’s primary role as Chartered Financial Planner, looking after 120 clients for whom he provides exceptional service, his skills as a financial planner and human resources expert have led to him being a sought-after contributor on financial matters to national newspapers.

Ian Browne, Head of Advice at the company comments:

“In our view it’s Nick’s innovative, transformative strategies within the company that really make Nick’s credentials stand out. In all aspects of his role he consistently demonstrates his commitment to excellent client outcomes and his dedication to achieving the highest ethical standards.  Nick’s relentless drive to ensure that the company is at the leading edge of financial advice has been influential in helping Russell Ulyatt Financial Services achieve Chartered Status for the third year running. We wish Nick every success with this award.”

Commenting on reaching the final Nick said:

“Competition for the award is particularly fierce with some of the UK’s leading financial planners demonstrating their expertise. Being selected as a finalist is the ultimate endorsement of excellence and professional achievement and I’m delighted to have been named as part of this elite group. Although this is an individual award, I feel that this recognition reflects positively on the high standards of The RU Group and their support for the professional development of all staff.”

The overall winner of the prestigious ‘Chartered Financial Planner of the Year’ category will be announced at a dinner reception, hosted by comedian Jo Caulfield which will be held on 28 November at Birmingham’s International Convention Centre.

Headquartered at Nottingham’s ng2 business park, The RU Group is a leading firm of independent, personal and corporate financial advisers. The Group consists of Russell Ulyatt Financial Services, Hart Shaw Financial Planning, Greenhalgh Financial Services and Shevill Parkes Financial Services. This year, the Group achieved record increases in both turnover and profit and currently has over £500 million in private wealth under management in its model portfolios and investment propositions.

 


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