We are delighted to announce that Julian Parrott, a partner in ethicalfutures, has been awarded the prestigious title of Money Management Ethical Investment Planner 2007.
The national awards ceremony - the Money Management Financial Planner of the Year Awards, dubbed by the profession “the Financial Oscars”, was held at
Entrants had to complete an in-depth analysis of a client case study provided by Money Management magazine. The case study covered a variety of financial planning issues including whether to repay a mortgage, investment and pension planning as well as income protection advice. The winning candidate was also required to explain the processes of ethical investment to the client and explain how screening considerations would take their specific concerns into account. Recommendations had to be submitted in a 2,500 word report format and these were then assessed by three independent judges. Short listed candidates were then invited to an interview at the FT building in
Over 300 guests attended the awards ceremony at the Dorchester Hotel in
Julian Parrott, a first time entrant for the awards, said “I’m delighted to win this accolade at the first attempt. It’s a mark of the growing importance of ethical issues that Money Management has created a specific ethical category.”
Janet Walford, Editor of Money Management magazine commented that “there has been a significant entry for the awards this year and the overall standard has been very high. It is particularly pleasing to see first time entrants short listed for the awards. She went on to say that “the importance of these awards is that the emphasis is placed on the quality of advice rather than the quantity of sales.”