Venue
Avenue Restaurant, St. James, London, United Kingdom
Avenue Restaurant, St. James, London, United Kingdom, 7-9 Saint James's Street, St. James's, London SW1A 1EE, United Kingdom

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Organizer Money Management
Submission deadline 14 Jul 2017 5:00am BST (over 7 years ago)
In your time zone: Jul 14 12am EDT
Date Awarded 19 Oct 2017 5:00am BST (about 7 years ago)
In your time zone: Oct 19 12am EDT
Region EMEA
Details

Money Management’s annual Financial Planner Awards have long recognised the very best of the advice profession. These accolades are truly valued by the industry - and in order to ensure that remains the case for many years to come, we’ve made some tweaks to the submission process for 2017.

Past winners

2016 Past Winners

Overall financial planner of the year
Winner: Paul Gibson, Granite Financial Planning

Investment companies planner of the year
Winner: Francis Klonowski, Klonowski & Co
Runner-up: Allan Harragan, Grangewood Financial Management

SIPPs planner of the year
Winner: Paul Campion, Succession Group
Runner-up: Andy Springford, Mazars Financial Planning

At-retirement planner of the year
Winner: Carole Nicholls, Nicholls Stevens Financial Services
Runner-up: Samantha Baber-Scovell, Stonehage Fleming

Multi-asset planner of the year
Winner: Francis Klonowski, Klonowski & Co
Runner-up: Allan Harragan, Grangewood Financial Management

Structured products planner of the year
Winner: Sarah Harragan, Grangewood Financial Management
Runner-up: Matthew Hodge, Buzzacott Financial Planning

Protection planner of the year
Winner: Alan Lakey, Highclere Financial Services
Runner-up: Fraser Glass, William Glass & Co

IHT planner of the Year
Winner: Carole Nicholls, Nicholls Stevens Financial Services
Runner-up: Fraser Glass, William Glass & Co

Mortgage planner of the year
Winner: Alan Lakey, Highclere Financial Services
Runner-up: David Baker, LIFT Financial