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 Wealth’s 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 client’s 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 Frankie’s behalf as she was unable to attend the event. She said afterwards: “I’m 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 Jarrovian’s 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.
Chris SalacinskiDirector & Chartered Financial Planner
