The Money Management Financial Planner Awards 2009 – category winners:
Click on the winners name to view their winning case study.
| Category: | Sponsored by: | Case Study: | Winner: |
|---|---|---|---|
| Investment Companies Planner | AIC | Investment Companies case study | Paul Haigh, McLaren Capital |
| Pre-Retirement Planner | Suffolk Life | Pre-Retirement case study | Richard Page, Page Russell |
| Cautious Investment Planner | NS&I | Cautious Investment case study | Dr Robin Keyte, Towers of Taunton |
| Income Drawdown Planner | Rowanmoor Pensions | Income Drawdown case study | Steve Kirby, FP Consulting |
| Wealth Management Planner | Axa Winterthur Life | Wealth Management case study | Dr Robin Keyte, Towers of Taunton |
| Inheritance Tax Planner | Aegon Scottish Equitable | Inheritance Tax case study | Christian Ward, Collins Ward Capital Management |
| Multi-Manager Planner | Williams De Broe | Multi-Manager case study | Lee Dunn, Paradigm Norton |
| Investment Management Planner | Artemis | Investment Management case study | Allan Harragan, Grangewood Financial |
| Overall Winner | Metlife | Matthew Hodge, Andersen Charnley |