Future Life Wealth Management has lifted two major trophies at the Yorkshire Financial Awards 2023.

The Renishaw-headquartered business has been crowned ‘customer service team of the year,’ while apprentice Callum Cole-Needham also won ‘trainee of the year.’

Future Life Wealth Management 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.

Founder and MD Jillian Thomas said: “These two awards are the most fantastic endorsement of Future Life Wealth Management and our team’s approach to business.

“We will always place our clients' financial wellbeing at the heart of everything regardless of what’s unravelling in the wider economy.

“These awards also showcase the strength of Yorkshire’s financial services sector – which is something everyone based here is both aware of and immensely proud about.”

The Yorkshire Financial Awards were established in 2015 to celebrate Yorkshire’s outstanding financial services sector and the ceremony took place at New Dock Hall, in Leeds, on Thursday, May 5, 2023.

An independent panel of national and regionally-based experts from the sector judge the awards every year, ensuring a fair and robust process.

Holly Copsey from the Insurance Institute of Leeds and chair of the independent judging panel that bestowed the awards, said: “The standard of the entries this year has been incredibly high, with submissions demonstrating innovation, inclusivity, staff wellbeing and a commitment to diversity.

“Crucially, the passion and desire to support customers and clients during the challenging cost-of-living crisis has also been immensely impressive.”

In the customer service category, the Yorkshire Business Awards' judges highlighted Future Life Wealth Management’s “hugely heart-warming efforts that positively benefit clients.”

The judges said: "Throughout the pandemic and since, Future Life Wealth Management has gone above and beyond for its client base, routinely contacting and checking in with elderly and vulnerable clients, offering support not just with their finances but with any tasks that they may need help with.”

When announcing Callum Cole-Needham as winner of the ‘trainee of the year’ award, the judges stated: "Callum has, time and time again, proven how committed he is to his future within the financial services sector.

"In addition, Callum is recognised for going the distance to fully support his colleagues - and has shown himself time and again to be someone who everyone would want to have on their team.

"He is an outstanding trainee with a massive future ahead of him."

Future Life Wealth Management’s success comes after the firm was officially recognised to be one of the UK’s best financial planners for the tenth successive year.

The company became one of a handful of businesses to achieve this accolade after it was listed once again in the New Model Adviser Top 100 2022, which celebrates the best of the UK’s professional financial planning community.

The company has also won national recognition for its work placements, apprenticeships and graduate training opportunities, which are actively encouraging young people into the financial services sector while simultaneously advancing their careers.