Thursday, 13 February 2014 12:41
IFP members celebrate success at Unbiased.co.uk awards
Twelve IFP members were celebrating success at an industry awards ceremony in London last night.
The IFP was well represented at the Unbiased.co.uk 2014 Media Awards, with 8 CFP professionals among those either winning awards or being commended.
Financial Adviser of the Year went to IFP member Anna Sofat CFPCM, of Addidi Wealth while Investment Adviser of the Year was presented to Jason Witcombe CFPCM, of Evolve Financial Planning.
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Mark Hoskin CFPCM, of Holden & Partners, won Responsible Investment Adviser of the Year and Social Media Adviser of the Year went to Pete Matthew CFPCM, of Jacksons Wealth Management.
Estate Planning Adviser of the Year was Danny Cox CFPCM, of Hargreaves Lansdown.
IFP members Christopher Daems, of Principal Financial Solutions, and
Minesh Patel, of EA Financial Solutions were also winners.
IFP member and CFP professionals receiving commendations were:
• Patrick Connolly from Chase de Vere
• David Gibson from Gibson Financial Planning Ltd
• Jason Butler from Bloomsbury Financial Planning
IFP members receiving commendations were:
• Mel Kenny from Radcliffe & Newlands
• Alistair Cunningham from Wingate Financial Planning
The awards recognise and reward the contribution made by professional advisers and journalists in supporting unbiased.co.uk's work promoting the value of whole-of-market financial advice.
Each of the categories were judged by an expert panel, including journalists, industry specialists and product providers, led by Karen Barrett, Chief Executive of unbiased.co.uk.
The full list of winners:
Adviser categories
Judges' Award
Winner: Dave Penny, Invest Southwest
Financial Adviser of the Year (sponsored by the Association of Investment Companies)
Winner: Anna Sofat, Addidi Wealth
Commended: Jason Witcombe, Evolve Financial Planning Ltd
Commended: Mel Kenny, Radcliffe & Newlands
Value of Advice Ambassador (sponsored by TaxCalc)
Winner: Lorreine Kennedy, Carematters
Commended: Dave Penny, Invest Southwest
Investment Adviser of the Year (sponsored by Schroders)
Winner: Jason Witcombe, Evolve Financial Planning Ltd
Commended: Jason Hollands, Bestinvest
Commended: Patrick Connolly, Chase de Vere
Pension Adviser of the Year (sponsored by Walker Crips)
Winner: Christopher Daems, Principal Financial Solutions
Commended: Carl Lamb, Almary Green Investments Ltd
At Retirement Adviser of the Year (sponsored by Prudential)
Winner: Minesh Patel, EA Financial Solutions
Commended: Claire Walsh, Pavilion Financial Services
Mortgage Adviser of the Year
Winner: David Hollingworth, London & Country Mortgages
Commended: Ray Boulger, John Charcol
Protection Adviser of the Year (sponsored by Legal & General)
Winner: Alan Lakey, Highclere Financial Services
Commended: Dave Penny, Invest Southwest
Responsible Investment Adviser of the Year (sponsored by Alliance Trust Investments)
Winner: Mark Hoskin, Holden & Partners
Social Media Adviser of the Year (sponsored by AXA Wealth)
Winner: Pete Matthew, Jacksons Wealth Management
Commended: Alistair Cunningham, Wingate Financial Planning
The Bluebook Newcomer (sponsored by Zurich)
Winner: Christopher Daems, Principal Financial Solutions
Young Financial Adviser of the Year (sponsored by TIME Investments)
Winner: Claire Walsh, Pavilion Financial Services
Commended: David Gibson, Gibson Financial Planning Ltd
Estate Planning Adviser of the Year (sponsored by Octopus Investments)
Winner: Danny Cox, Hargreaves Lansdown
Commended: Jason Butler, Bloomsbury Financial Planning
The IFP was well represented at the Unbiased.co.uk 2014 Media Awards, with 8 CFP professionals among those either winning awards or being commended.
Financial Adviser of the Year went to IFP member Anna Sofat CFPCM, of Addidi Wealth while Investment Adviser of the Year was presented to Jason Witcombe CFPCM, of Evolve Financial Planning.
{desktop}{/desktop}{mobile}{/mobile}
Mark Hoskin CFPCM, of Holden & Partners, won Responsible Investment Adviser of the Year and Social Media Adviser of the Year went to Pete Matthew CFPCM, of Jacksons Wealth Management.
Estate Planning Adviser of the Year was Danny Cox CFPCM, of Hargreaves Lansdown.
IFP members Christopher Daems, of Principal Financial Solutions, and
Minesh Patel, of EA Financial Solutions were also winners.
IFP member and CFP professionals receiving commendations were:
• Patrick Connolly from Chase de Vere
• David Gibson from Gibson Financial Planning Ltd
• Jason Butler from Bloomsbury Financial Planning
IFP members receiving commendations were:
• Mel Kenny from Radcliffe & Newlands
• Alistair Cunningham from Wingate Financial Planning
The awards recognise and reward the contribution made by professional advisers and journalists in supporting unbiased.co.uk's work promoting the value of whole-of-market financial advice.
Each of the categories were judged by an expert panel, including journalists, industry specialists and product providers, led by Karen Barrett, Chief Executive of unbiased.co.uk.
The full list of winners:
Adviser categories
Judges' Award
Winner: Dave Penny, Invest Southwest
Financial Adviser of the Year (sponsored by the Association of Investment Companies)
Winner: Anna Sofat, Addidi Wealth
Commended: Jason Witcombe, Evolve Financial Planning Ltd
Commended: Mel Kenny, Radcliffe & Newlands
Value of Advice Ambassador (sponsored by TaxCalc)
Winner: Lorreine Kennedy, Carematters
Commended: Dave Penny, Invest Southwest
Investment Adviser of the Year (sponsored by Schroders)
Winner: Jason Witcombe, Evolve Financial Planning Ltd
Commended: Jason Hollands, Bestinvest
Commended: Patrick Connolly, Chase de Vere
Pension Adviser of the Year (sponsored by Walker Crips)
Winner: Christopher Daems, Principal Financial Solutions
Commended: Carl Lamb, Almary Green Investments Ltd
At Retirement Adviser of the Year (sponsored by Prudential)
Winner: Minesh Patel, EA Financial Solutions
Commended: Claire Walsh, Pavilion Financial Services
Mortgage Adviser of the Year
Winner: David Hollingworth, London & Country Mortgages
Commended: Ray Boulger, John Charcol
Protection Adviser of the Year (sponsored by Legal & General)
Winner: Alan Lakey, Highclere Financial Services
Commended: Dave Penny, Invest Southwest
Responsible Investment Adviser of the Year (sponsored by Alliance Trust Investments)
Winner: Mark Hoskin, Holden & Partners
Social Media Adviser of the Year (sponsored by AXA Wealth)
Winner: Pete Matthew, Jacksons Wealth Management
Commended: Alistair Cunningham, Wingate Financial Planning
The Bluebook Newcomer (sponsored by Zurich)
Winner: Christopher Daems, Principal Financial Solutions
Young Financial Adviser of the Year (sponsored by TIME Investments)
Winner: Claire Walsh, Pavilion Financial Services
Commended: David Gibson, Gibson Financial Planning Ltd
Estate Planning Adviser of the Year (sponsored by Octopus Investments)
Winner: Danny Cox, Hargreaves Lansdown
Commended: Jason Butler, Bloomsbury Financial Planning
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