Derbyshire financial planners shortlisted for national awards

Two members of the team at a Derbyshire financial planning firm have been shortlisted for prestigious national awards.


Jillian Thomas, Head of Banner Jones Wealth Management and financial planner Emma Baumback are on the shortlist of the Investment Week, Women in Investment Awards 2020.


Jillian is shortlisted in the Mentor of the Year category and Emma in the Rising Star of the Year (small to medium firms) category. The winners will be revealed at an online ceremony on 8 December.


Jillian, who is a past president of Sheffield Chamber of Commerce, said: “This shortlisting shows just what a great team we have at Future Life Wealth Management. Emma really is a rising star. She works hard to deliver the best service to our clients and I am delighted she has been shortlisted.”


Emma said: “I am honoured to be shortlisted and keeping my fingers crossed for the final judging.


“I may be shortlisted as a rising star, but that is thanks to Jillian who has been a fantastic mentor, not just to me, but all the staff.”

A spokesman for the awards said: “What was particularly commendable this year was the scale of our nominees' achievements at a time when they were facing huge pressures in their personal and professional lives coping with the fallout from Covid-19.


“They have had to adapt quickly to working remotely and finding new and creative ways to communicate with their teams and clients during these challenging months.


“Many had to work through the most pressurised times of their careers while also looking after children at home, caring for vulnerable relatives or friends, as well as facing their own health concerns.


“We would like to praise all our nominees and finalists for showing resilience, an innovative spirit and providing support for each other during a very difficult year for the investment industry.”


Since setting up the company in 2009, Jillian has won numerous awards including the Forward Ladies Inspirational Leader Award 2016, the Derbyshire Times Lifetime Achievement Award 2018 and the Corporate Social Responsibility category in the East Midlands Institute of Directors awards 2018. She is also on the shortlist of the Entrepreneur of the Year category in the East Midlands Chamber Business Awards 2020.


The company offers a bespoke financial planning service to generators of wealth, typically business owners, executives and professionals, and also to receivers of wealth, such as inheritors, divorcees, widows and retirees.