Congratulations to Paul Gibson, the overall winner of Money Management’s Financial Planner of the Year Awards. The awards, sponsored by Schroders, were presented last night at a gala dinner in London’s Mayfair and were hosted by sports broadcaster Dan Walker.
Mr Gibson, a financial planner at Carbon Financial Planning based in Aberdeen, had previously won the wraps and platforms and retirement planner categories in 2012, and the tracker planner category in 2014, when he was also shortlisted for investment companies and inheritance tax planner.
Winners and runners up comprised of a mix of both past winners and new entrants. Sarah Harragan, who had been runner up four previous times in investment, retirement, and wraps and platforms categories, won this year in the investment companies category, sponsored by the Association of Investment Companies. The runner up was Michael Ageev from Succession Group.
Paul Campion, who is based in Amersham with Succession Group, retained the Sipp planner of the year award, sponsored again by Suffolk Life. The runner up was Andy Springford from Mazars Financial Planning, who was also runner up in 2010 for retirement planner.
Francis Klonowski director of Leeds-based Klonowski & Co won both the exchange-traded funds and Partnership-sponsored enhanced annuities categories. He has been a category winner or runner up for 17 of the past 18 years and taken the overall award twice. Stuart Harding and Dan Bowen, both from Cheltenham-based Attivo Financial Planning, were the respective runners up .
Multi-asset planner of the year, sponsored by Pictet Asset Management, went to Jonothan McColgan from Combined Financial Strategies. Mazars’ Andy Springford was runner up again.
Nicola Ellis from Glasgow-based Wellington Wealth won protection planner of the year, sponsored by LV, with Stirling-based Jonathan Smith also shortlisted.
And finally, the Ethical investments planner of the year, sponsored by EdenTree Investment Management, went to Jeannie Boyle from EQ Investors. The runner up was Olivia Bowen from Altrincham-based Gaeia, who was also runner up in the same category in 2006.
Entrants into the awards were required to provide individual case study entries of approximately 2,500 words. The overall winner of the Financial Planner of the Year Awards had to present at least three individual case studies.
Congratulations to all of the winners and runners up from everyone at Money Management.