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Buckles adviser wins 'Newly Qualified IFA of the Year, 2009'

23rd April 2009                                                                                             Buckles Investment Services Ltd, the Rhyl-based Independent Financial Adviser has achieved success in the prestigious Financial Adviser Life and Pensions Awards 2009. This is the third year in succession that Buckles have had success in this category, having received runner up in 2007 with Sophie Webb and won in 2008 with Sarah Waring.

Financial Adviser is the leading trade weekly publication for the life and pensions industry. At the awards ceremony held in London this week and attended by the leading lights of the industry Tracy Jones, 24 was crowned Newly Qualified IFA of the Year. Tracy was also highly commended in the area of ‘Protection IFA of the Year’, sponsored by Legal & General.


Tracy, from Llangefni, who graduated with a first class degree in Accounting and Finance from the University of Wales, Bangor, also holds the Certificate in Financial Advice qualification and has worked at Buckles advising clients throughout North Wales since 2006.


Commenting on the news, Nigel Speirs said:
“This is terrific news for Buckles as a firm and for Tracy in particular. To have achieved success three years in a row in this category is remarkable, and it is testament to the hard work and determination that we put into our graduate trainee programme. To be recognised by your peers at the highest level is praise indeed and just rewards for hard work and exceptional levels of client service.”

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