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Greaves West & Ayre’s Joe O’Brien Receives Top Award

Joe O’Brien, who is an independent financial adviser at our Berwick office, has been awarded the Personal Finance Society’s (PFS’s) Fellowship status.

Fellowship of the PFS is the most prestigious qualification awarded to those working in the profession and is an accolade that recognises the dedication to work, self-improvement and ability. It shows commitment to further self-improvement and is only awarded to individuals who consistently demonstrate high levels of ability, skills and knowledge.

Joe (pictured centre), joined Greaves West & Ayre’s wealth management team in January 2015 as an Independent Financial adviser and achieved chartered status at the end of 2018. He made the trip to Threadneedle Street in October 2019 to receive his Fellowship from the Personal Finance Society.

Joe said, “I always aim to excel at everything I do and I am delighted that after 19 years in the financial services profession I am now Fellow of the PFS, the highest qualification awarded by the Chartered Insurance Institute (CII).

“Reaching this milestone reflects my efforts to exceed people’s expectations of me in terms of industry knowledge, ethics and client trust. It has been a lot of work but the recognition of that work has also made it really rewarding.”

In addition to his Fellowship, Joe is also a Chartered Financial Planner and Certified Financial Planner. He is a member of Greaves West & Ayre’s growing team of experts who focus on wealth management and financial planning for personal, corporate, charity and trust clients.

Commenting on Joe’s achievement, Greaves West & Ayre’s Managing Partner, Colin Frame said, “We are delighted for Joe. Gaining Fellowship is testament to Joe’s dedication to his own professional development, Greaves West and Ayre and most importantly our clients.

“Joe is a reflection of our ongoing programme of education and training at Greaves West & Ayre. We are very proud of the level of qualifications held by all of the staff and believe this helps to set us apart from many other accountancy and wealth management firms.”

Photo: Adam Owen (President of the Personal Finance Society) (left), Joe O’Brien (centre), Keith Richard (CEO of the Personal Finance Society) (right).

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