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Organizer | Financial Times |
Date Awarded |
18 Oct 2018 5:00am BST
(about 6 years ago)
In your time zone: Oct 18 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 are our way of acknowledging the industry's best-performing financial planners.
The Awards focus on the work advisers undertake day in, day out, we ask them to submit the client reports which best showcase their efforts in a specific area of financial planning. The leading contenders will then be invited to a judging session to answer questions on a wider case study relating to their area of expertise.
The Awards acknowledge the industry’s brightest and seek to highlight the rising stars of the profession, and year on year they prove to be a huge boost to all winners.
Categories
• Overall financial planner of the year
• Rising star
• At-retirement planner of the year
• Equity Release planner of the year
• IHT planner of the year
• Investment Companies planner of the year
• Investment planner of the year
• Mortgage planner of the year
• Multi-Asset planner of the year
• Sustainable Ethical planner of the year
• Tax efficient planner of the year