The Money Management Financial Planner Awards 2008 - category winners:
Click on the winners name to view their winning case study.
| Category: |
Sponsored by: |
Case Study: |
Winner: |
| Investment Planner |
Artemis |
Investment case study |
Stuart Hart, Mazars |
| Income Drawdown Planner |
Rowanmoor Pensions |
Income Drawdown case study |
Jason Butler, Bloomsbury Financial Planning |
| Multi-Manager Planner |
Williams de Broё |
Multi-Manager case study |
Robert Lockie, Bloomsbury Financial Planning |
| In Retirement Planner |
LV= |
In Retirement case study |
Michael J Turner, Mazars |
| Inheritance Tax Planner |
Aegon Scottish Equitable |
Inheritance Tax case study |
Jason Butler, Bloomsbury Financial Planning |
| Protection Planner |
Axa |
Protection case study |
Alan Lakey, Highclere Financial Planning |
| Investing for Income Planner |
BNY Mellon |
Investing for Income case study |
Mike Deverell, Applewood Asset Management |
| Cautious Investment Planner |
National Savings and Investments |
Cautious Investment case study |
Allan Harragan, Grangewood Financial Management |
| Pre Retirement Planner |
Suffolk Life |
Pre Retirement case study |
David Baker, Mazars |
| Investment Company Planner |
AIC |
Investment Company case study |
Dennis Hall, Yellowtail Financial planning |
| Overall Winner |
Metlife |
|
Steve Kadwell, Positive Solutions |