Tabitha Tworek is a Director and Senior Financial Planner at Insight Wealth Planning. She has been shortlisted for the Goals-Based Adviser of the Year award.

The Goals-Based Adviser of the Year award is an award at the ifa Excellence Awards showcase.

The ifa Excellence Awards showcases the industry’s most prestigious accolades. It recognises excellence across the entire independent financial services industry.

The awards pinpoint professional development and innovation. They showcase both the individuals and firms which are leading the way in the industry.

Award recipients represent a true cross-section of the ifa industry.

The most senior professional’s contributions through to the rising stars are recognised.

From the 28th September 2020, the finalist list was announced over several days. It features over 200 high-achieving financial services professionals across 27 submission-based categories.

“The ifa Excellence Awards pinpoints professional development and innovation, showcasing both the individuals and firms who are leading the way in the industry,” ifa editor Sarah Kendell said.

“I congratulate this year’s finalists for the contributions they have made to their clients’ lives in the face of particularly challenging circumstances this year.”

We are excited for Tabitha and the months ahead. We would like to congratulate her for the achievement thus far.