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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 |
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.
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