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Capital Asset wins prize for potential

Bruce Wilson, Brian Sweeney and Jeremy Deeds were appointed to the board at the annual IFP conference.

Members elected Helm Godfrey managing director Bruce Wilson and Axa-Winterthur Professional Edge business consultant Brian Sweeney while Planning for Life founder and director Jeremy Deeds was re-elected to the board.

The IFP awarded Capital Asset Management the David Norton building excellence award, which is presented to the firm judged to have “outstanding potential to develop as a successful financial planning firm”.

The Jonathon Timms memorial prize, given to the candidate who produces the best financial plan, went to Bluefin financial planning consultant Neil Emburey.

IFP fellowships were awarded to Castle Court Consulting director Richard Gough and Cooper Johnston Wealth Management director Peter Cooper.

Branch chairman of the year went to Yellowtail Financial Planning managing director Dennis Hall and the Tony Sellon memorial prize, given to the candidate judged to have contributed most to the IFP’s success over the year, went to Hargreaves Lansdown head of financial practitioners Danny Cox.

John Lamb Partnership associate Svenja Keller took the award as paraplanner of the year and financial planning student of the year went to Melanie McHale.

IFP president Barry Horner said the institute has been working hard to ensure fin- ancial planning becomes a dominant profession that is attractive to graduates.

He said: “I anticipate that this will be the case in the UK and I cannot imagine a more rewarding career.”


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