Protection Advice Woman of the Year Finalist 2023

This week, Professional Adviser revealed the finalists for the Women in Financial Advice Awards 2023. Out of a total of 544 entries, their panel of 30 expert judges narrowed down the nominees to a shortlist of categories, which we are delighted to announce included a mention for one of Integrity365’s female financial advisers.

Chartered Financial Planner Coreena Dutton FPFS has been shortlisted for the Professional Adviser Women in Financial Advice Awards 2023.

“The Women in Financial Advice Awards celebrates the achievements of women working within the financial advice community and also the wider financial services arena. These awards are not about men versus women or whether a particular gender is more suited to a career or role in financial services – they are simply about celebrating and recognising the achievements of women in a sector where they continue to be under-represented.” – Professional Adviser

As well as being accredited by the Society of Later Life Advisers, Coreena is passionate about developing relationships with clients throughout all stages of life to give them and their families the personalised advice that is right for them and their situation.

Coreena also specialises in protection advice, which is therefore fitting that she is nominated for the ‘Women of the Year – Protection Advice’ award for 2023.

Described as a ‘safe pair of hands’, Coreena not only offers financial protection solutions to individuals, families and businesses, but her expertise also allows her to support fellow advisers through more complex cases as well.

Coreena comments “As a Mum myself, it is a personal goal for me to share the importance of not only mortgage protection, but also income and family protection so that, should the worst case scenario occur, families are covered when they need it most. When my clients have faced unfortunate events such as illness or death, despite the circumstances, it is incredibly rewarding to see the difference made to their lives when a policy pays out, not just for the monetary value but the peace of mind provided at an already difficult time.”

We wish Coreena every success in the next stage of proceedings and look forward to the winners being revealed at the Women in Financial Advice Awards ceremony on Wednesday 1st November 2023 at the London Marriott Hotel Grosvenor Square.

For any questions regarding your own financial planning or protection needs, please do not hesitate to get in touch with Coreena directly at Coreena.dutton@integrity365.co.uk or call our Bristol office on 0117 450 1300.