Winning double for Jarrovian as Adam Young is named 'Financial Planner of the Year' and Frankie Smith wins 'Best Advocat
Jarrovian Wealth co-founder Adam Young has won the 2023 Enterprise Investment Scheme Association's 'Financial Planner of the Year' award. He received the prestigious award at an event at House of Lords on Thursday evening (June 22). It was a double celebration for Jarrovian as Francesca 'Frankie' Smith, Strategic Financial Planner at the company, won the award in the EISA 'Best Advocate' category.
Adam oversees the financial planning affairs of over 150 high net-worth families in Jarrovian Wealths Private Office division.
Judges said the Financial Planner of the Year category had great examples of joined up advice that dovetailed with existing assets to provide alternative streams rather than outright sales to generate the necessary returns and tax savings.
The judges added: The winner recognised that introducing options that worked with existing investments was the best way forward. Some excellent examples of comprehensive advice and fully understanding their clients needs to solve their problem.
Adam said: My Private Office team are constantly researching and undertaking due diligence on a multitude of VCT and EIS managers to determine if they are suitable candidates to recommend to clients for EIS and SEIS funding, and this award acknowledges those efforts. Personally, I am immensely honoured to receive this award from the EISA
In the Best Advocate category, judges said advocacy of the work S/EIS accomplishes is paramount.
They commented: This was a very strong category and all entrants demonstrated commitment to creating awareness of both EIS and SEIS, engaging various audiences in different ways. It was clear from the entries that there were lots of focus to bring awareness of EIS/SEIS to diverse audiences that may not have had any prior knowledge. Each finalist endeavoured to use power of communication to endorse and celebrate the S/EIS, making judging this category a joy but simultaneously extremely difficult.
Alongside her role with Jarrovian, Frankie has launched a networking organisation inspiring businesswomen to connect, collaborate and engage with finance. Two years ago, she co-founded a monthly investment club with Allbright, the female Private Members Club in Mayfair, where she hosts popular monthly events on a vast range of financial topics helping women to dissect the jargon of the financial services industry. This year she also linked up with Home Grown to launch an investment club for businessmen and women.
Adam accepted the award on Frankies behalf as she was unable to attend the event. She said afterwards: Im quite stunned to receive this amazing award and thank the judges and the EISA. The EISA is a not-for-profit organisation which aims to help small and medium-sized enterprises obtain funding to grow their business and help drive the UK economy.
A large number of Jarrovians Private Office clients are entrepreneurs who have made their fortunes backing their own ingenuity, skill and determination which has led them to creating massively successful business enterprises. Many of these individuals now invest in the entrepreneurs of tomorrow.
About Jarrovian Wealth
JW was established in 2017. Our team of skilled and experienced financial planners does more than just look after the numbers for clients around pensions, investments and protection – both personal and business. We get to know and understand the deeper motivations and aspirations, so we can challenge people to think bigger. While knowing they are in a safe pair of hands building up a secure financial future. We may be one of the newer players, but we are packed with experience as our clients have been trusting our experts with their financial lives for over 30 years. We don't just focus on individuals we incubate businesses too helping entrepreneurs and those up and running to get ventures off the ground, stay on track and plan the perfect exit strategy, so owners can focus on the day job of running the show. JW's headquarters are in London.
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PAUL SMITH ASSOCIATES
29th June 2023