Yorkshire financial services sector celebrates successes of past 12 months

Yorkshire financial services sector celebrates successes of past 12 months

A host of financial services firms and professionals were recognised as Yorkshire’s best and brightest during the online broadcast of the Yorkshire Financial Awards 2021 in association with Inzuzo last night.

Charles Stanley, iwoca and Cura Financial Services were among the big winners announced during the ceremony on yorkshirefinancialawards.co.uk, where the sector celebrated the successes of the past 12 months and its dedication to serving and supporting clients during these difficult times.

Charles Stanley won Investment Team of the Year and Wealth Manager of the Year, with the judges labelling its Leeds office “a jewel in its crown” that put the changing needs and interests of its client base front and centre during a difficult past 12 months.

Despite only recently moving to Leeds, financing fintech iwoca impressed the judges enough to win Lender of the Year and Innovative Product of the Year for iwocaPay.

The judges noted that iwoca “has pledged hundreds of millions of pounds to help businesses in the North recover from the crisis, and has opened an office Leeds to better serve its customers”, while praising the timely launch of iwocaPay, a product that served as “an important source of funds for small businesses whose cash flow was severely affected by the outbreak of Covid-19”.

Cura Financial Services was recognised with the Customer Service Award.

The judges praised Cura for its approach to handling its more vulnerable clients over the past 12 months, noting that its training programme, coupled with its monitoring and compliance activities, ensure it delivers a compelling, capable customer service experience.

Cura’s Kathryn Knowles was also recognised with the Outstanding Achievement Award for being “a leading force in training and development”.

Of the other individuals to be recognised at this year’s Yorkshire Financial Awards, Phil Harris of Brown Shipley won Director of the Year, with the judges noting that his “client-facing activities have led to Yorkshire becoming a fast growing region for the firm”.

Harris was also praised for serving as a mentor to both Brown Shipley’s junior staff and others outside of the business.

Trainee of the Year, recognising the hard work and commitment required to succeed in financial services, went to Harvin Samra of 1825 Financial Planning, who impressed the judges with his ability to excel in a range of roles while securing his financial planning qualifications.

In her speech, Carol Knight, chief operations officer at TISA and chair of the independent judging panel, praised the entrants, finalists and winners.

She said: “We were really impressed by the quality of the submissions. The [organisation] I represent, the Investing and Saving Alliance, TISA, focuses on building good customer outcomes, improving financial wellbeing and championing excellent customer service, so it was heartwarming to read of the work undertaken and the successes by so many [entrants].”

While individuals and businesses continue to adapt to the new normal, find out what the independent judging panel had to say about each and every winner at this year’s Yorkshire Financial Awards in association with Inzuzo.

Next year’s Yorkshire Financial Awards will return to New Dock Hall in Leeds. Stay tuned for entry details and news of other exciting events dedicated to financial services in the region.

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