The Money Management Financial Planner of the Year Awards always attract an impressive level of entries across all areas of financial services.
We can now reveal, in no particular order, the financial planners that have this year made the shortlist for one or more categories.
• Carole Nicholls, Nicholls Stevens, Bristol
• Paul Gibson, Carbon Financial, Aberdeen
• Alan Lakey, Highclere, Apsley, Herts
• Michael Filewood, Age Partnership, Leeds
• Christine Harding, Harding Roberts, Alderley Edge, Cheshire
• Stephen Jones, 75point3 Limited, Colwyn Bay, Conwy
• Sarah Del Bravo, Grangewood Financial Management, Maldon, Essex
• Francis Klonowski, Klonowski & Co, Leeds
• Richard Barker, Age Partnership, Leeds
• Jonathan Smith, Riverpark Investment & Financial Consultants, Glasgow
• Matthew Hodge, PWC, London
• David Baker, Lift Financial, London
• Chris Marshall, 75point3 Limited, Colwyn Bay, Conwy
• Robin Keyte, Keyte Chartered Financial Planners, Taunton
• Duncan Parkes, Old Mill, Exeter
• Chris Wordsworth, Hargreaves Lansdown, Bristol
• James Pearcy-Caldwell, AISA Professional, Pewsey, Wilts
Candidates have been invited to the Money Management head office at the Financial Times for face-to-face interviews with our expert judging panel: the AIC’s Jacqueline Lockie, Hargreaves Lansdown’s Danny Cox and MM editor Jon Cudby.
The awards take place on 24 October at the Mandarin Oriental, London. Each category winner secures £500, while runners-up take home £200. The overall financial planner of the year wins a cheque for £5,000.
