Case Studies

Case Studies

Below are Robin’s Award Winning case studies which have ranked him as one of the leading financial planners in the UK.

2014 Money Management Awards

Robin has been awarded Financial Planner of the Year 2014 with the following case studies:

2014 Personal Finance Society Awards

Robin was a finalist in the Personal Finance Society’s Chartered Financial Planner of the Year 2014 awards with the following entry:

2013 Money Management Awards

In one of the most competitive years to date, Robin won Investment Company Planner of the Year 2013. Here is his winning entry:

2013 Personal Finance Society Awards

Robin was a finalist in the Personal Finance Society’s Chartered Financial Planner of the Year 2013 awards with the following entry:

2012 Money Managements Awards

Robin received two prestigious awards in 2012 where he was announced as the winner of Investment Planner of the Year and also Pre Retirement Planner of the Year. You can read his case studies below:

Investment Planning

Pre-retirement Planning