Honours and Awards
2019
Growth Investor Awards – Financial Advisor of the Year – Runner-Up
And, this year the Growth Investor Awards are thrilled to announce Jonothan McColgan, Combined Financial Strategies as our Runner-Up in the Financial Adviser of the Year category for a 4th year!
McColgan impressed the judges and this is what they had to say about him:
The Financial Adviser of the Year is the highest accolade honouring an individual who can demonstrate they are best able to advise on tax efficient investments as part of their investment proposition. The judges considered advisers’ application of expertise to add value for their clients, approach to compliance and regulation, risk management and overall promotion of investments.
2018
Growth Investor Awards – Financial Advisor of the Year – Runner-Up
Jonothan McColgan of Combined Financial Strategies has come a close second in the intense race for the prestigious title of the Financial Adviser of the Year category at the annual Growth Investor Awards, organised by Intelligent Partnership.
McColgan impressed the judges with his high-profile media presence, his work in developing technical guides and raising the profile of tax-efficient investing in the financial advisory profession.
The Financial Adviser of the Year is the highest accolade honouring an individual who can demonstrate they are best able to advise on tax-efficient investments as part of their investment proposition.
The judges considered advisers’ application of expertise to add value for their clients, approach to compliance and regulation, risk management and overall promotion of investments.
2017
Professional Adviser Awards – Financial Advisor Firm of The Year (South West) – Highly Commended
The Professional Adviser Awards seek to reward excellence within both the financial advice community and among the broader financial services sector.
The entry process for the eight regional adviser categories involved completing a short questionnaire as well as a case study, which this year was kindly created by the Chartered Institute for Securities & Investment (CISI).
Growth Investor Awards – Financial Adviser of The Year – Runner-Up
The award recognised the country’s best individual financial adviser judged on:
- How they educate themselves
- Apply expertise to add value for clients, and
- What they do to remain best able to advise on tax-efficient investments as part of their investment proposition.
Unbiased.co.uk Media Awards – Tax Planning Adviser of The Year – Winner
The Unbiased Media Awards 2017 took place in early February at a central London venue, with 150 advisers and journalists in attendance.
Every year the Unbiased Media Awards celebrate the work of financial advisers and journalists who promote the value of advice, with entrants coming from over 26,000 independent financial advisers and press partners. Judge’s Comment:
He just did it better overall than the other entrants in this field."
2017
Growth Investor Awards – Financial Adviser of The Year – Winner
The award recognised the country’s best individual financial adviser judged on:
- How they educate themselves
- Apply expertise to add value for clients, and
- What they do to remain best able to advise on tax-efficient investments as part of their investment proposition.
Personal Finance Society Awards – Retirement & Later Life Specialist of The Year – Winner
Excellence is about more than academic achievement and professionalism is about more than knowledge.
By entering the award for Retirement and Later Life Advice Specialist you will be committing to a 2 stage judging process designed to enable you to demonstrate the range of knowledge and skills necessary to give clients accurate, clear, effective and highly professional specialist advice in retirement and later life planning.
Retirement Planner Forum & Awards – Retirement Planner of The Year
Advisory firms entered a case study outlining how they have worked with clients to reach their retirement planning goals that were assessed by a panel of expert judges including Association of Professional Financial Advisers director general Chris Hannant, Society of Later Life Advisers joint-chairman Tish Hanifan, and Later Life Academy managing partner Stuart Wilson.
Unbiased.co.uk Media Awards – Judges Awards for Outstanding Contribution to the Financial Press
Judges comments:
Unbiased.co.uk Media Awards – At Retirement Adviser of The Year
Judges comments:
Unbiased.co.uk Media Awards – Estate Planning Advisor of The Year
Jonothan has won this award two years in a row. Judges’ Comments:
Investment Life & Pensions Moneyfacts Awards – Tax & Estate Planner of the Year (Finalist)
Richard Eagling, Editor of Investment Life & Pensions Moneyfacts, said:
2015
Unbiased.co.uk Media Awards – Young Financial Adviser of the Year
The unbiased.co.uk Media Awards reward excellence from financial advisers in the media and journalists featured on unbiased.co.uk’s Bluebook, recognising their valuable contribution to the regional, national and online news on financial topics.
Karen Barrett, Chief Executive of unbiased.co.uk, said:
The Growth Investor Awards – Financial Advisor of The Year – Runner-Up
This award recognises the achievements of individual financial advisers by judging them on how they educate themselves, how they apply expertise to add value for clients, and what they do to remain best able to advise on tax-efficient investments as part of their portfolio.
The Judges praised Jonothan for his work to raise his profile and Alternative Investments through the national press and for demonstrating that a client’s portfolio must be reviewed from all perspectives
Money Management Financial Planner of the Year Awards – Multi-Asset Financial Planner of The Year
Entrants for this award were required to complete an individual case study of approximately 2,500 words on the topic of how best to advise a theoretical client on combining their Multiple Asset into a coherent Financial Plan that could help them achieve all their current and future financial objectives.
The Finalists were then invited to interview with a panel of industry experts at the Financial Times building.
Unbiased.co.uk Media Awards – Estate Planning Adviser of The Year
Judges comments:
Unbiased.co.uk Media Awards – Tax Planning Adviser of The Year
Judges comments:
2014
The Financial Times Adviser – Mystery Shopper – Top Financial Adviser in Bath & UK
The aim of the Mystery Shopper Campaign was to find out how good advisers are at handling challenging initial client contacts over the telephone.
This particular mystery shopper was looking for advice on financing a complicated house purchase.
Combined Financial Strategies Ltd, secured the accolade thanks to a score of 35/35 covering categories such as Guidance Given, Knowledge and Qualifications attained.
This score was the first time anyone had achieved 100% since this national Financial Times’ Campaign began 15 years ago.
The Financial Times Adviser – Mystery Shopper – Top Financial Adviser in Bath
The aim of the Mystery Shopper Campaign was to find out how good advisers are at handling challenging initial client contacts over the telephone.
This particular mystery shopper was looking for complicated advice on inheritance tax planning.
Combined Financial Strategies Ltd, which specialises in Retirement and Inheritance Tax Planning, secured the accolade thanks to a score of 34/35 covering categories such as Guidance Given, Knowledge and Qualifications attained.
This score was amongst the highest nationally in this Financial Adviser Campaign.
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