Overall Winner

The Overall Financial Planner of the Year Award goes to an entrant who has performed exceptionally and consistently across at least three categories, showing strong knowledge of and flair for the industry.

Note from the sponsor

In the eight years we’ve sponsored these awards, financial advice continues to play a critical role in helping people achieve their financial goals. We’re pleased to be able to support and reward excellence in this field.

We recognise winners as being the ‘best of breed’ in the planning community and the standard of entries remains notoriously high. For a financial planner to win the overall award they have to display a consistently high level of knowledge and skill across at least three case studies.

Working in partnership with financial planners to enhance their business is integral to what we do and we are proud to celebrate the dedication and expertise of the advice community.

Previous years winners

  • 2017 - Andy Springford
  • 2016 - Paul Gibson
  • 2015 - Paul Gibson
  • 2014 - Robin Keyte
  • 2013 - Stephen Jones
  • 2012 - Matthew Hodge
  • 2011 - Matthew Hodge
  • 2010 - Matthew Hodge
  • 2009 - Matthew Hodge
  • 2008 - Steve Kadwell
  • 2007 - Peter Nellist
  • 2006 - Carolyn Corless
  • 2005 - Julie Lord
  • 2004 - Francis Klonowski
  • 2003 - Peter Nellist
  • 2002 - Gill Cardy
  • 2001 - Michael Hague
  • 2000 - Danny Cox
  • 1999 - Francis Klonowski
  • 1998 - Charles Dickson
  • 1997 - Patrick Murphy
  • 1996 - John Sheffield