Apt Wealth Partners has been named as a finalist in the ifa Excellence Awards for three categories:
- Self-Licensed Firm of the Year
- Industry Thought Leader of the Year
- Wellness Program/Initiative of the Year
The ifa Excellence Awards showcases the industry’s most prestigious accolades recognising excellence across the entire independent financial services industry. The awards pinpoint professional development and innovation, showcasing both the individuals and firms leading the way in the industry.
Award recipients represent a true cross-section of the ifa industry, recognising the contributions of the profession’s most senior ranks through to its rising stars.
The finalist list features over 200 high-achieving financial services professionals across 27 submission-based categories.
“The ifa Excellence Awards pinpoints professional development and innovation, showcasing both the individuals and firms who are leading the way in the industry,” ifa editor Sarah Kendell said.
“I congratulate this year’s finalists for the contributions they have made to their clients’ lives in the face of particularly challenging circumstances this year.”
James McGregor, Managing Director at Apt Wealth Partners said that he was extremely proud of the entire Apt team after being named a finalist across three categories in the ifa Excellence Awards 2020.
“Being named a finalist is an excellent recognition of the extensive work and dedication of our team. These nominations acknowledge the outstanding programs and initiatives we are delivering to our clients, staff, and the industry,” he added.