Money Management Financial Planner Awards 2010

We are delighted that Graham won the Wraps Planner of the Year category and was awarded runner up in the Income Drawdown Planner of the Year and SIPPs Planner of the Year categories of the prestigious Money Management Financial Planner Awards 2010. In front of an audience of 250, Charles Kennedy MP presented the awards at The Dorchester Hotel in London.

Graham was thrilled that the judges' comments in respect of his win were all positive with no suggestions for improvement and in particular that they recognised the merits of the Trusted Planning approach to determining an appropriate level of investment risk with clients.

Graham was very eloquent in his explanation of his organisation’s process when confirming the client’s attitude to risk, and the resulting asset allocation. He was also very clear that, when clients state that they have an adventurous attitude to risk, this is fully explored to the extent that he may recommend reducing the exposure to risk if it is unnecessarily high to achieve the client’s goals. In the case study Graham’s cashflow analysis is very clear and he clearly understands the importance of this approach to show clients how they might most effectively achieve their desired lifestyle.

Money Management, November 2010

We believe the vast majority of advisers approach to investment risk is fundamentally flawed. We have put a huge amount of thought, experience and effort into the approach of Trusted Planning with regards risk assessment and associated investment advice to ensure clients are able to make informed decisions and are entirely comfortable before investing or making changes to their existing arrangements.

Comments from Janet Walford OBE who was the chair of the judges and is editor of Money Management include:

The important point to remember about these awards is that it doesn’t matter whether the entrant is a sole trader or part of a large firm; where they are based; how they are paid; how old they are and so on. The ONLY criterion for winning one of these awards is talent, so well done to all this year’s winners, once again

Money Management, November 2010