Bloomsbury Financial Planning

Smart ideas about wealth

About our business

Achievements

Bloomsbury, both as a firm and through its professional staff, has consistently won highly coveted awards relating to financial planning. Below is a summary of our achievements:

2008

Money Management Financial Planner Awards

• Estate Planner of the Year - Jason Butler
• Pension Income Drawdown Planner of the Year - Jason Butler
• Multi-Manager Investment Planner of the Year - Robert Lockie
• Cautious Investment Planner of the Year category - Robert Lockie (Runner up)

2007

New Model Adviser® of the Year 2007

• London and the Home Counties region

2006

Money Management Magazine – Financial Planner of the Year Awards

• Overall Financial Planner of the Year - Carolyn Gowen
• Investment Planner of the Year – Jason Butler
• Estate Planner of the Year – Campbell Edgar

2005

Woman IFA of the Year

• Carolyn Gowen makes the final four. Carolyn endured a very tough assessment process for this annual award, which aims to raise the profile of women in financial services. Carolyn found that she was up against some very tough competitors but managed to make it through to the final four contenders (all Certified Financial Planner certificants) at the awards dinner held in London's Docklands in January.

Money Management Magazine - Financial Planner of the Year Awards

• Investment Trust Planner of the Year - Carolyn Gowen

2004

Money Management Magazine - Financial Planner of the Year Awards

• Young Financial Planner of the Year - Jaskarn Pawar
• Investment Trust Planner of the Year - Carolyn Gowen
• Estate Planner of the Year (runner up) - Jason Butler

2003

Financial Times/Financial Adviser Newspaper Advisory Awards

• Best Financial Adviser Website - Bloomsbury Financial Planning Limited

Money Management Magazine - Financial Planner of the Year Awards

• Young Financial Planner of the Year - James Wildman
• Retirement Planner of the Year - Carolyn Gowen
• Retirement Planner of the Year (runner up) - Campbell Edgar

2002

Institute of Financial Planning - Team Challenge (case study)

• Winning team members Jason Butler and James Wildman

2001

Tony Sellon Memorial Award

• (for outstanding contribution to development of financial planning profession) - Jason Butler

Money Management Magazine - Financial Planner of the Year Awards

• Estate Planner of the Year - Robert Lockie
• Investment Trust Planner of the Year - Carolyn Gowen
• Unit Trust Planner of the Year - Carolyn Gowen
• Directors' Pension Planner of the Year - Campbell Edgar
• Investment Planner of the Year - Campbell Edgar

Society of Financial Advisers - Financial Adviser of the Year Awards

• Business planning for retirement finalist - Campbell Edgar

2000

Money Management Magazine - Financial Planner of the Year Awards

• Directors' Pension Planner of the Year - Robert Lockie
• Investment Trust Planner of the Year - Carolyn Gowen
• Executive Pension Planner of the Year (runner up) - Campbell Edgar

1998

Institute of Financial Planning President's Prize

• (highest mark in Fellowship examinations) - Robert Lockie

1997

Institute of Financial Planning - Team Challenge (case study)

• Winning team members Robert Lockie, Jason Butler and Campbell Edgar

1995

Institute of Financial Planning - Team Challenge (case study)

• Winning team member Robert Lockie